Build investor confidence with our AI Investor Relations Workspace. Built with Taskade Genesis, this workspace manages updates, metrics, and stakeholder communication.
What Is an Investor Relations Workspace?
An Investor Relations Workspace is a hub for managing investor communications. Powered by Projects & Memory, it includes metrics dashboards, document libraries, update feeds, and stakeholder access controls.
Why Use an AI Investor Workspace?
Investors need transparency. This workspace delivers:
- Metrics Dashboards: KPIs and performance data
- Document Library: Reports, filings, and decks
- Update Feed: Progress updates and announcements
- Stakeholder Access: Controlled visibility by role
- Automated Updates: Automations send regular reports
Who Should Use This Workspace?
This Investor Workspace helps:
- Startups managing investor relations
- CFOs organizing financial communications
- Fund Managers reporting to LPs
- Board Members accessing company data
- Enterprises managing stakeholder communication
How To Deploy This Workspace?
- Click "Use Workspace" to open the Investor Relations template
- Add metrics and dashboards
- Upload documents and reports
- Set up stakeholder access levels
- Configure automated updates
Build custom investor systems with Taskade Genesis. Connect to /generate/client-portals for stakeholder portals. Explore the Community Gallery.