21 workflow automations purpose-built on top of DealCloud — no data leaves your system, no parallel tool for your team to learn.
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 — associate time goes to judgment, not triage. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI ingests each document into PitchBook, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI reads the conditions, identifies what each condition needs, pulls it from PitchBook or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every renewal date in PitchBook, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI builds the submission from the broker's intake, routes to carrier APIs via PitchBook, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI pre-screens deals against the fund's thesis in Affinity, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every renewal date in Affinity, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI builds the submission from the broker's intake, routes to carrier APIs via Affinity, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the closing package in Affinity, validates each doc, chases stale items, and prepares the settlement statement — closings hit the calendar, not the hope list. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI ingests target company docs into DealCloud, organizes them per standard data-room structure, redacts sensitive content, and drafts the diligence Q&A index — data room ready in days, not weeks. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI drafts each LOI round against firm playbook in DealCloud, summarizes what changed, flags non-standard terms, and tracks the negotiation timeline — round-trip time drops to hours. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI qualifies inbound buyers from DealCloud per the seller's profile, sends NDAs, manages CIM access, and surfaces serious buyers to the broker — broker focuses on negotiation, not gatekeeping. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI generates the per-search status report from DealCloud pipeline data, drafts the personalized update to each client, and flags searches that need partner attention — clients stay engaged and partners stay in the work. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI generates per-property statements from DealCloud, applies expense allocations, calculates owner distributions, and publishes to the owner portal — owner statements go out on day 5. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI orchestrates vendor schedules across the property portfolio in DealCloud, dispatches based on owner schedule and weather, and tracks completion — properties stay in white-glove condition with less PM time. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
AI sources options from DealCloud and Avinode marketplace, normalizes pricing including repositioning + fuel, and produces 3–5 client-ready proposals — quote turnaround drops from hours to minutes. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of DealCloud for any repetitive process. Tell us what you'd automate.
