Microsoft Teams integration
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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.
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Most popular workflows
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Connect with other tools and apps
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Google Drive
Centralize deal documents and maintain an accurate system of record for investment data.
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Slack
Automate real-time deal updates and relationship insights across your investment team.
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Notion
Unify deal notes and relationship data to drive faster investment decisions.