A startup KPI dashboard for founders, ops leaders, and CFOs at seed through Series B in Taskade. Tracks growth rate, burn, runway, ARR, activation, and the north-star metric — live from Stripe, your CRM, and your product analytics.
What's Included
- Founder Metrics Database: Table view with ARR, MRR growth, burn, runway, activation, north-star
- Trajectory Board: Board view with each metric's this-quarter trajectory
- Investor Update Agent: AI agent drafts the monthly investor email from the dashboard
- Runway Threshold Automation: When runway drops below 9 months, the automation escalates to founders and finance lead
- Monthly Investor Update: Auto-drafted email with the four numbers, the win, the ask
- Cohort Quality: New-customer cohort quality vs prior quarters
Why This Template Wins
- Investor update writes itself: The agent reads the dashboard and drafts the monthly update — founders edit, don't author from blank page
- Runway gets a heartbeat: Stripe integration writes burn; the automation flags runway breaches before the board surprise
- North-star metric gets focus: One number anchors the dashboard so the team sees the same priority every Monday
How to Use
- Clone this template into your Taskade workspace
- Customize the north-star metric and runway target
- Connect Stripe, your CRM, your product analytics
- Train the Investor Update Agent on your investor voice
- Set up automation triggers for runway alerts and monthly update
FAQ
Does this work for B2B and consumer startups?
Yes. B2B emphasizes ARR, ACV, and pipeline; consumer emphasizes DAU, retention, and viral coefficient. The agent adapts the monthly investor update accordingly.
Can the agent prepare board materials?
Yes. The agent assembles a board-ready pack from the dashboard with quarterly trends, milestone progress, and the strategic asks.
What plan supports a 30-person startup?
Pro ($10/mo annual) handles the team. Business ($25/mo) adds advanced data-room features and audit logs.
CTA
Try this template free in Taskade. For Stripe setup, see /learn/automation/automations-execution. Pair with the Startup Business Plan Templates. Browse founder apps in the Community Gallery.