Convert your investor communications into a clean investor updates portal where backers find your latest report, key metrics, and documents in one private place. It helps founders, fund managers, and syndicate leads replace messy email chains and forwarded PDFs with a single link every investor trusts. Describe what you share each quarter, and Taskade Genesis builds the portal around it.
What's Included
- Update feed: investors read your latest letter and milestones the moment they log in.
- Metrics dashboard: revenue, runway, and KPIs stay current in one view.
- AI agent: answers "what did we report last quarter?" and "which investors opened the update?"
- Automation: new-report alerts and reminders send themselves to your cap table.
How To Use
- Open the Taskade App Generator and describe your investor update format.
- List the metrics, documents, and milestones investors should see.
- Set permissions so each investor sees only what you choose to share.
- Generate your investor portal and send one private link.
Keep metrics flowing with integrations on /automate, or explore more live reporting portals in the Community Gallery.
