Build an investor relations dashboard with Taskade Genesis. Describe your portfolio structure and reporting cadence — Genesis generates a complete IR portal with KPI charts, funding stage tracking, document management, and automated stakeholder updates.
What Is an Investor Dashboard?
An investor dashboard is an internal tool that aggregates portfolio metrics, company milestones, burn rate, runway, and funding history into a single view for founders, CFOs, and board members. With Genesis, the dashboard also includes an AI agent that answers investor questions from your actual workspace data.
Why Build an Investor Dashboard with AI?
- Real-Time Metrics: Pull live data from connected tools via 100+ integrations
- Narrative Context: AI agents explain metric movements and flag anomalies automatically
- Automated Updates: Scheduled automations compile monthly reports and distribute to stakeholder lists
- Secure Sharing: Role-based permissions let investors view their portfolio without seeing sensitive internal data
- Multiple Views: Switch between charts in Board view, detailed tables, and timeline charts
How To Build Your Investor Dashboard
- Describe the key metrics: ARR, burn rate, runway, headcount, and milestone status
- Review the generated dashboard with charts, data fields, and update templates
- Connect data sources via automation integrations
- Schedule automated investor update emails using workflow triggers
- Share a read-only view with board members via custom permissions
Explore investor and finance tools in the Community Gallery.