# AI Automation for DealCloud

> 14 workflow automations purpose-built on top of DealCloud — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/dealcloud/
- **Automation count:** 14
- **Roles:** Private Equity Analyst, Venture Capital Associate

## Automations

- [KYC/AML Review for Private Equity Analysts](https://calish.com/workflows/with/kyc-aml-review-for-private-equity-analyst-with-dealcloud/) — AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA r
- [Deal Sourcing & Screening for Private Equity Analysts](https://calish.com/workflows/with/deal-sourcing-and-screening-for-private-equity-analyst-with-dealcloud/) — AI pre-screens deals against the fund's thesis in PitchBook, drafts a one-page summary per target, and pushes the top 10 to partner review —
- [LP & Investor Reporting for Private Equity Analysts](https://calish.com/workflows/with/lp-and-investor-reporting-for-private-equity-analyst-with-dealcloud/) — AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on
- [RMD & Distribution Tracking for Private Equity Analysts](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-private-equity-analyst-with-dealcloud/) — AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across 
- [New Client Onboarding for Private Equity Analysts](https://calish.com/workflows/with/new-client-onboarding-for-private-equity-analyst-with-dealcloud/) — AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in PitchBook, orchestrates ACATs, and chases missing signatures — d
- [Client Meeting Prep Pack for Private Equity Analysts](https://calish.com/workflows/with/client-meeting-prep-pack-for-private-equity-analyst-with-dealcloud/) — AI assembles the review pack from PitchBook, DealCloud, and the CRM — including recent life events from emails — and drafts talking points —
- [Portfolio Drift & Rebalance Alerts for Private Equity Analysts](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-private-equity-analyst-with-dealcloud/) — AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashbo
- [RMD & Distribution Tracking for Venture Capital Associates](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-venture-capital-associate-with-dealcloud/) — AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across 
- [New Client Onboarding for Venture Capital Associates](https://calish.com/workflows/with/new-client-onboarding-for-venture-capital-associate-with-dealcloud/) — AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Affinity, orchestrates ACATs, and chases missing signatures — da
- [Client Meeting Prep Pack for Venture Capital Associates](https://calish.com/workflows/with/client-meeting-prep-pack-for-venture-capital-associate-with-dealcloud/) — AI assembles the review pack from Affinity, DealCloud, and the CRM — including recent life events from emails — and drafts talking points — 
- [Portfolio Drift & Rebalance Alerts for Venture Capital Associates](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-venture-capital-associate-with-dealcloud/) — AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashbo
- [Quarterly Commentary & Client Letter for Venture Capital Associates](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-venture-capital-associate-with-dealcloud/) — AI drafts firm-level commentary and personalizes per-client paragraphs from Affinity data — every client gets a relevant letter, not boilerp
- [Communication Compliance Surveillance for Venture Capital Associates](https://calish.com/workflows/with/communication-compliance-surveillance-for-venture-capital-associate-with-dealcloud/) — AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to
- [Loan File Assembly for Venture Capital Associates](https://calish.com/workflows/with/loan-file-assembly-for-venture-capital-associate-with-dealcloud/) — AI ingests each document into Affinity, classifies it, checks for completeness and consistency, chases missing items, and builds the underwr

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