HURDLEADVISORY Let’s talk

Enable AI across your firm with confidence.

From foundational AI tools to complex workflows, Hurdle finds and enables the most effective AI use cases for your firm.

Explore the capabilities
ONE PARTNERSHIP, FOUR PARTS

Find

Advisory on where AI belongs in your firm: process mapping, opportunity assessment, and an AI roadmap.

Control

Governance, risk, and security as part of every build, and as something we help your firm stand up.

How we govern AI

Evolve

We maintain and improve what we’ve enabled, find new opportunities across the firm, and extend the work to your portfolio where it fits.

FOUNDATIONAL AI ENABLEMENT

Establishing an AI Command Center

Bring your firm’s knowledge, AI tools, and repeatable workflows into one governed workspace.

Built around how your team works.

Build your AI foundation

YOUR SYSTEMS

  • OutlookDraft
  • CalendarRead
  • SharePointWrite
  • CRMWrite
  • Market dataRead
  • Note-takerRead

Your fractional AI teamBuilds, maintains, improves

YOUR CUSTOMIZEDAI Command CenterSee · Approve · Audit

Your teamApproves every write

  • Firm bank

    How your firm works

    Skills · Context · Templates

  • Custom agents

    Automations built for you

    Deal intake · NDA · CRM

  • Governance

    Control built in

    Policies · Access · Audit

Read Draft Write Read-only to start. Write access only where you decide.

  • Connect your knowledge

    Bring trusted information into reach.

  • Equip your team

    Make useful AI part of daily work.

  • Establish control

    Set access, ownership, and review.

ADVANCED & CUSTOMIZED WORKFLOWS

See the work run.

Custom agents built to enable the best of AI in the work you do every day.

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DEAL EXECUTION

Deal Intake Agent

Financials, sector, and banker details extracted from the teaser and checked against your pipeline. One approval, and it’s in your CRM.

  • Outlook
  • SharePoint
  • CRM

One approval before the CRM write

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DEAL EXECUTION

Stale Banker Outreach Agent

Banker relationships that have gone quiet are flagged, and a follow-up is drafted from the last thread. Sending stays with you.

  • Outlook
  • CRM

You send every follow-up

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MEETINGS

Meeting Prep Agent

Who you’re meeting, every thread and note your firm has with them, and what’s still open, in your inbox before you walk in.

  • Outlook
  • DealCloud

Delivered to your inbox; no CRM write

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MEETINGS

Meeting Notes Agent

The meeting gets captured, the CRM updated, and a recap drafted for the team.

  • Granola
  • DealCloud
  • Outlook
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MEETINGS

Conference Agent

Your conference tracker becomes a prep pack: who to meet, drafted outreach, invites and calendar holds, ready for your review.

  • Excel
  • Outlook
  • Claude

Drafts and holds; you send

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OPERATIONS

Inbox Triage Agent

Your deals inbox is watched around the clock: new mail is triaged, urgent threads are flagged, and replies land in your drafts folder. Sending stays a human act.

  • Outlook
  • Calendar
  • CRM

Replies stay in Drafts until you send

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FIRM MEMORY

CRM Agent: Email & Calendar Sweep

A weekly sweep of Outlook finds contacts and meetings that never reached the CRM. One approval email, and the records are current.

  • Outlook
  • DealCloud

One approval email per sweep

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FIRM MEMORY

CRM Agent: Passing on Deals

When you pass, the reason is captured in the CRM and a decline to the banker is drafted. One approval, both done.

  • Outlook
  • CRM

Decline drafted; you approve and send

YOUR WORKFLOW

Interested in a custom workflow?

We’re committed to bringing you optimized AI workflows that fit your firm’s needs.

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    CONFIGURED FOR YOUR ECOSYSTEM

    Not another SaaS tool.

    THE PITCH YOU KEEP HEARING

    “Move your workflow into our platform.”

    Your team learns a new interface, your data gets copied somewhere new, and someone has to own the rollout. If it doesn’t stick, you’re still paying for the contract.

    HOW WE WORK

    “Keep your workflow. We build into it.”

    We sit with your team, find the work that eats their week, and automate it inside the tools they already use. Deals still land in the CRM and files stay where they’ve always been. Your team keeps working the way they work now, minus the busywork.

    Tailored to meet your specific needs.
    HOW A BUILD ENGAGEMENT RUNS

    Start small, gate everything,
    earn trust.

    YOUR NEXT STEP

    Find where AI belongs.
    Then build.

    Bring the process, the systems, and the edge cases. We’ll find where AI will matter most, then build it inside what you already run.

    Start a conversation