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.
Most popular workflows
Connect with other tools and apps
Box
Secure automated synchronization of critical investment documents and data.
Notion
Unify deal notes and relationship data to drive faster investment decisions.
Sharepoint
Integrate deal documents while maintaining enterprise-grade security standards.