📈 Runway Alert Automation with AI

Monitor portfolio company cash runway and trigger alerts when months remaining drop below a threshold. Gives investors early warning to step in and help.

UNIT · TASKADE.FLOW4 STEPS

How this flow runs

When

Every day

Schedule

Then 1

Calculate

Utilities

Then 2

Agent

Investor Analyst

Ask an agent · Taskade AI

Knows
your thesis and portfolio
Remembers
every conversation with each fund

Then 3

Send an email

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

This automation helps investors catch cash crunches early by watching each portfolio company's runway and alerting the deal team when it falls below a set threshold. It turns reactive firefighting into proactive support.

What's Included

  • Runway tracking: Calculate months remaining from cash balance and monthly burn.
  • Threshold alerts: Trigger a notification when runway drops below your limit.
  • Severity tagging: Flag companies as watch, urgent, or critical automatically.
  • Action prompts: Suggest next steps like bridge intros or budget review.

How To Use

  1. Connect each company's cash and burn figures to Taskade.
  2. Set the runway thresholds that should trigger alerts.
  3. Let the automation recalculate runway as new data arrives.
  4. Respond to alerts and log the support actions you take.

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