Microsoft Teams integration

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.