VC deal flow moves fast and most firms lose deals in their inbox. Taskade Genesis builds a live deal-flow pipeline from one prompt — a relational kanban where AI agents score inbounds, schedule IC prep, and push memos to partners automatically.
What Is a VC Deal Flow Template?
A VC deal flow template is a structured pipeline that moves startup opportunities through stages — inbound, first call, due diligence, IC review, term sheet, closed — while linking each company to founders, documents, and internal notes through relational records.
Why Use a VC Deal Flow Template?
Deals die from slow follow-up. Taskade Genesis keeps every deal warm:
- Relationship field — link each company card to its pitch deck, data room, and founder contact without leaving the workspace.
- AI agent scoring — the embedded agent auto-scores inbounds against your thesis and drafts first-call agendas using 34 built-in tools.
- Board + Table views — partners see the kanban pipeline; analysts drill into the Table for due-diligence checklists, all from the same dataset.
- Reliable automations — a trigger pulls new inbound emails from Gmail and creates deal cards automatically through 100+ integrations.
- Custom domain deal rooms — share a branded due-diligence portal with founders on Business+ plans.
Who Should Use a VC Deal Flow Template?
- Seed and Series A funds handling 100+ inbounds a month.
- Corporate venture arms aligning deal activity with strategic roadmaps.
- Solo GPs who need analyst-level pipeline discipline without the headcount.
- Angel syndicates coordinating lead/follow decisions across members.
- Accelerators tracking cohort selection from application to close.
How To Set Up Your Deal Flow Pipeline?
- Click Use Template to clone this workspace — the Board view and AI agent are pre-configured.
- Use the Relationship field to link each company to its founders, docs, and previous interactions (learn more at /learn/projects/databases).
- Activate deal-scoring automation at /automate so every new inbound gets a thesis-fit rating within minutes.
- Invite partners and analysts to the workspace — unlimited collaborators, no per-seat fees.
- Generate IC memos from one prompt using the AI agent, then push them to Notion or email via integrations.
Explore live investor workspaces in /community or browse related apps at /ai/apps.