Microsoft Teams integration

Streamline investment workflows with enterprise-grade communication

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

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Monitor deal stage progression across investment pipelines
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Instantly notifies relevant stakeholders when deals advance or change status
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Track new additions to target investment lists
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Broadcasts notifications when new companies match your investment criteria
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Receive alerts for custom field changes
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Delivers updates when critical deal information is modified or enriched
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Configure relationship intelligence notifications
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Shares relationship score changes and new connection insights automatically
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Set up portfolio company monitoring
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Alerts channels with real-time updates about portfolio company
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Manage meeting and call note distributions
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Delivers automated summaries and follow-up items to designated channels
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Control notification routing by team and function
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Respects configured access permissions and information privacy settings
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Customize alert frequency and priority
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Enables flexible notification management to maintain optimal information flow

Connect with other tools and apps

Box

Secure automated synchronization of critical investment documents and data.

Learn more

Notion

Unify deal notes and relationship data to drive faster investment decisions.

Learn more

Sharepoint

Integrate deal documents while maintaining enterprise-grade security standards.

Learn more
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