Keep your advisor network working for you — not just sitting on a cap table — with Taskade Genesis. One prompt builds a relational advisor management workspace: equity tracking, deliverable logs, automated check-in reminders, and an AI agent that drafts agenda items before every call.
What Is a Startup Advisor Agreement Tracker?
It is a structured workspace that stores each advisor's agreement terms, links them to specific commitments and deliverables, and automates the check-in cadence so no advisor relationship goes dormant by accident.
Why Use a Startup Advisor Agreement Tracker?
Most early-stage advisors drift toward inactivity within six months — a structured system keeps relationships warm and equity earned.
- Relational Relationship field — link each advisor to their equity grant, commitment type, and open action items in one click.
- AI agent drafts check-in agendas — your embedded agent pulls open deliverables and recent company news to prepare a crisp agenda automatically.
- Automated reminder triggers — 100+ two-way integrations send calendar invites or Slack nudges on your chosen cadence via Taskade Automate.
- Board view for advisor pipeline — see who is active, who is drifting, and who you need to re-engage.
- Custom domain for advisor portal — share a branded view of their commitments (Business+ feature).
Who Should Use a Startup Advisor Agreement Tracker?
- Seed-stage founders formalizing their first advisor agreements after YC.
- Operations leads managing a roster of 5+ advisors across product, sales, and legal domains.
- YC companies scaling toward Series A who need clean advisor records for due diligence.
- Co-founders who want shared visibility into what each advisor has and hasn't delivered.
- Chiefs of Staff coordinating advisor relationships across a growing executive team.
How To Use a Startup Advisor Agreement Tracker?
- Click Use Template to clone the workspace into Taskade instantly.
- Add each advisor as a record and attach their agreement terms.
- Use the Relationship field to link commitments to open tasks.
- Set an automation to trigger a check-in reminder every 30 days per advisor.
- Review the Board view monthly and ask the AI agent to flag at-risk relationships.
Learn how databases work at /learn/projects/databases, explore the community for inspiration at /community, and find more startup tools at /templates.