The Taghash WhatsApp Agent gives authorised users a conversational way to work with the information available within Taghash. Ask a question, review the relevant records and move the next task forward - all from WhatsApp.
Access relevant information across deals, portfolios, funds and LPs.
See pending tasks, follow-ups and records that require your attention.
Initiate the next step from WhatsApp, with your approval before execution.
Ask questions, review deals and portfolio updates, access documents, track follow-ups and act on fund workflows - all through WhatsApp, with every interaction securely recorded in Taghash.
Ask across your fund
Get the information you need across deals, portfolios, investors and fund performance - without opening the dashboard.
Read, review and use fund documents
Share a document and ask the Agent to summarise it, highlight key details or help you continue your workflow.
Get the view/document you need
Ask for a chart, report, one-pager or presentation. The Agent uses relevant Taghash data to prepare it for your review.
Take the next action via voice
Send a voice note. The Agent understands your request, finds the relevant context and executes the task.
Powered by Taghash MCP, with access aligned to your existing Taghash permissions.
Research a company
Enrich a deal record
Turn a pitch deck into a deal
Review portfolio MIS
Create follow-ups
Check deal and relationship history
Prepare charts and reports
Update supported deal fields
Track investment and valuation information
Still have questions? Get connected to our support team.
