From the moment a banker's email arrives to a fully logged CRM record, deal folder, and screening one-pager — automated end to end, with a named human approving every write to your systems of record.
The banker emails a teaser, NDA, or full CIM to your deals mailbox — exactly as they do today. No portals, no process change for the street.
The document is identified (teaser / NDA / CIM), and the facts that matter are pulled out: financials, sector, HQ, the banker's details from the signature. A 100-page CIM is distilled into CRM-ready fields and a drafted screening one-pager.
Is this banker already a contact? Is this the same deal progressing, or a new one? The AI reasons semantically — “Bear Stearns” and “Bear, Stearns & Co. Inc.” are one firm — and every match it claims is then verified deterministically before it can touch a record. No duplicate contacts. No duplicate deals.
Your analyst receives one email showing exactly what the AI proposes: the CRM record, the folder to create, the files to save, and any changes to existing data shown before → after. They reply from their phone in seconds:
Only the analyst the request was sent to — or an authorized teammate — can approve. Anyone else is ignored and flagged.
The CRM record is created or updated, the standardized deal folder is built, documents are filed where your team expects them, and the screening one-pager lands in your firm's own template — Excel, Word, or PDF.
Each write is journaled with what changed, the prior values, who approved it, and the exact email that authorized it — an audit trail built for a regulated business. Made a mistake? An administrator can revert any change from its before-image.
Every deal as a step-by-step timeline — received, extracted, awaiting your approval, filed — with green checks as work completes in real time.
Connection status for mail, CRM, and AI; approvals waiting too long; anything that needs attention — surfaced, never silent.
Low confidence, a protected PDF, an unexpected document — the system stops and asks a human rather than guessing. Escalations are visible and tracked to resolution.
| Tool | Role in the workflow | Your data |
|---|---|---|
| Microsoft 365 / Outlook | Where deals arrive and where approvals happen — your existing mailbox, no new inbox to watch | Stays in your tenant |
| Claude (Anthropic) | Reading, extraction, one-pager drafting, and the matching judgment — proposes, never commits | Processed per data-processing terms |
| DealCloud | Your CRM — the system of record for deals and contacts; written only on approval | Your instance, your permissions |
| SharePoint & Excel | Deal folders in your standard structure; the one-pager in your firm's template | Stays in your tenant |
| Microsoft Azure | Hosts the workflow inside your own cloud subscription — deleting one resource group removes everything | Your subscription, your region |