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Crowdfunding Investment Tracking

Track crowdfunding investments (real estate, startups): capital deployed, updates, valuations, exits.

Complexity: Simple | Duration: 5-15m | Category: Finance/Investment

Tags: crowdfunding real-estate-crowdfunding startup-investing distributions

Workflow Diagram​

Steps​

Step 1: Platform Sync​

Agent: crowdfunding

analyst - Connect to all crowdfunding platforms (Fundrise, SeedInvest, etc.)

Step 2: Investment Aggregation​

Agent: crowdfunding

analyst - List all active investments

Step 3: Update Collection​

Agent: crowdfunding

analyst - Fetch latest project updates from platforms

Step 4: Valuation Tracking​

Agent: financial

analyst - Update valuations based on platform marks

Step 5: Distribution Tracking​

Agent: accounting

specialist - Record any distributions received

Step 6: Performance Calculation​

Agent: financial

analyst - Calculate total return and IRR to date

Step 7: Exit Monitoring​

Agent: crowdfunding

analyst - Track investments nearing exit/liquidity events

Step 8: Diversification Review​

Agent: risk

analyst - Analyze diversification across platforms and asset types

Step 9: Tax Reporting​

Agent: tax

specialist - Prepare K-1 or 1099 information

Step 10: Notification​

Agent: notification

specialist - Alert on new updates or distributions

Step 11: Dashboard Update​

Agent: dashboard

builder - Update crowdfunding investment dashboard

Usage​

To execute this workflow:

/workflow finance/investment/crowdfunding-investment-tracking.workflow

See other workflows in this category for related automation patterns.