This automation helps investors run reference checks during diligence by organizing who to call, what to ask, and how to synthesize the answers into a clear signal. It turns scattered reference calls into a structured input for the decision.
What's Included
- Reference list: Track customers, ex-colleagues, and experts to contact.
- Question sets: Tailor question lists for customers, employees, and partners.
- Scheduling support: Coordinate call times and log completion status.
- Synthesis notes: AI agents summarize call notes into themes and flags.
How To Use
- List the references and their relationship to the deal in Taskade.
- Assign the right question set to each reference type.
- Conduct calls and capture notes against each contact.
- Let an AI agent synthesize the notes into a reference summary.
Use AI agents to synthesize notes and explore more investor automations for due diligence.