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← Capabilities / Deal execution
A WORKFLOW IN PRACTICE

From inbox to
investment insight.

One connected process for receiving deal materials, preparing the key facts, and putting reviewed information into your firm’s systems.

Explore the walkthrough
DEAL INTAKECRM ENRICHMENTCIM SCREENINGHUMAN APPROVAL
FOLLOW A DEAL THROUGH THE WORKFLOW

The process, made visible.

Workflow demo · No connection to live systems

YOUR EXISTING INBOX

A new opportunity arrives.

A banker sends the teaser and NDA to your firm’s deal inbox. The workflow starts from the same email your team already receives.

The source materials remain the starting point for every proposed action.

DEAL INBOXNEW MESSAGE
From: Alex Morgan · Banker

Project Aspen — Introduction

Please find the teaser and NDA attached for Project Aspen, a business services opportunity.

Happy to arrange an introductory conversation with the team.

PDF Aspen_Teaser.pdfDOC Aspen_NDA.docx
Step 1 of 5 — Receive deal materials
Read the five-stage overview
  1. Receive. A banker sends the Project Aspen teaser and NDA to the existing deal inbox.
  2. Prepare. AI drafts financial and sector fields with source references; headquarters is flagged as unconfirmed.
  3. Review. A person checks the proposed fields. They can hold the workflow, confirm the headquarters value the source materials did not identify, or approve.
  4. Commit. Only after approval does this demonstration show the coordinated CRM, filing, and draft screening actions. Any field the reviewer did not confirm stays held.
  5. Record. The decision record shows the reviewer, the approved actions, and any exception that remains open.
BUILT AROUND YOUR FIRM

The tools you know.
Working together.

Each integration is scoped to your environment. This example connects the inbox, CRM, and file tools described in Hurdle’s existing deal workflow.

  • Microsoft 365 / Outlook Deal materials and approval requests
  • DealCloud Deal and relationship records
  • SharePoint & Excel Source files and screening templates
  • AI & workflow orchestration Extraction, drafting, and coordinated actions
CONTROL AT THE RIGHT MOMENT

Designed for review.
Built for accountability.

The exact checks depend on the workflow. These are the control points illustrated above.

01

Source visibility

Keep original documents accessible alongside extracted information, so reviewers can check what informed an output.

02

Approval before commitment

Show the proposed actions to an authorized reviewer before writing to systems of record at the defined gate.

03

Exception handling

Surface unclear fields, conflicting information, and possible duplicate records for a person to resolve.

04

A record of the decision

Capture the approved changes and responsible reviewer. Define recovery procedures for the integrations in scope.

MAKE IT YOUR WORKFLOW

Start with your
firm’s reality.

Bring the systems, the process, and the edge cases. We’ll help connect the pieces.

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