Microsoft Teams integration
Streamline investment workflows with enterprise-grade communication
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Centralize deal intelligence
Automatically deliver critical deal updates, relationship insights, and pipeline movements to designated Teams channels across your firm.
Configure custom notifications
Tailor real-time alerts for specific lists, fields, and deal stages while maintaining granular control over sensitive information.
Drive team alignment
Ensure global investment teams stay synchronized on deal progress, relationship changes, and portfolio developments through automated Teams notifications.
Maintain data governance
Deploy enterprise-grade security controls while sharing relationship intelligence through Microsoft's trusted ecosystem.
Scale communication workflows
Automate deal updates across multiple Teams channels while maintaining complete audit trails and data privacy.
Most popular workflows
Monitor deal stage progression across investment pipelines
Instantly notifies relevant stakeholders when deals advance or change status
Track new additions to target investment lists
Broadcasts notifications when new companies match your investment criteria
Receive alerts for custom field changes
Delivers updates when critical deal information is modified or enriched
Configure relationship intelligence notifications
Shares relationship score changes and new connection insights automatically
Set up portfolio company monitoring
Alerts channels with real-time updates about portfolio company
Manage meeting and call note distributions
Delivers automated summaries and follow-up items to designated channels
Control notification routing by team and function
Respects configured access permissions and information privacy settings
Customize alert frequency and priority
Enables flexible notification management to maintain optimal information flow
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