Slack integration

Transform deal flow management with real-time notifications

Customize deal stage notifications

Configure instant alerts when deals move between stages, ensuring your team never misses critical pipeline movements or opportunities.

Track list management changes

Automatically notify teams when companies are added to or removed from key lists, maintaining complete visibility across investment workflows.

Monitor field updates

Stay informed of changes to important fields like deal size, investment thesis alignment, or relationship scores through instant Slack notifications.

Manage meeting intelligence

Receive automated notifications about upcoming meetings, completed calls, and new note creation to maintain deal momentum.

Control information flow

Set up dedicated Slack channels for different teams, deals, or portfolios while maintaining enterprise-grade data privacy.

Most popular workflows

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Configure deal stage movement notifications for specific lists
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Delivers instant updates when deals advance or change status
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Set up new company alerts for target investment lists
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Notifies relevant team members when new opportunities are identified
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Monitor changes to custom fields across any list
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Shares critical deal updates with specific channels in real-time
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Track upcoming meetings and call notes
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Delivers meeting reminders and summaries to designated channels
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Receive notifications about relationship score changes
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Alerts teams when relationship strengths shift within your network
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Configure mulit-channel notification routeing
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Ensures the right updates reach the right teams at the right time
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Set up portfolio company monitoring alerts
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Provides real-time updates on portfolio company developments
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Manage notification preferences by team and channel
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Respects your configured privacy settings and information access controls

Collaborate better on deals with Affinity and Slack

Sozo Ventures uses Slack’s integration with Affinity to update teams about opportunities as they move through the pipeline. Specific Slack channels indicate when a deal is marked high priority, making it easier to track progress.

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Connect with other tools and apps

Microsoft Teams

Share critical deal updates and relationship intelligence instantly across your firm.

Learn more

Vestberry

Use relationship intelligence to identify portfolio growth opportunities.

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Hubspot

Enrich contact data bi-directionally while maintaining relationship intelligence accuracy.

Learn more
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