Deal & Transaction ManagementPurpose
1 Automate collection and logging of all deal-related communications, documentation, and activity for accurate audit trails and streamlined deal management.
2 Automates aggregation from emails, messaging, call records, document uploads, and meeting notes relevant to investment banking transactions.
3 Ensures central, automated storage aligned with compliance, regulatory, and internal reporting requirements.
4 Automates notification and escalation processes for missing or incomplete documentation.
5 Enables fully automated retrieval and traceability of all deal touchpoints by any authorized personnel.
Trigger Conditions
1 New inbound/outbound email, SMS, or call involving deal stakeholders.
2 Document upload or sharing event (e.g., term sheets, NDAs, presentations).
3 Meeting scheduled or completed in linked calendar or conferencing tool.
4 Any message containing deal-specific tags, identifiers, or subject lines.
5 Manual trigger by user completing a key step in the deal process.
Platform Variants
1 Microsoft Outlook
- Feature/Setting: Configure Microsoft Graph API to automate email, calendar, and attachment logging based on deal keywords and participants.
2 Gmail
- Feature/Setting: Use Gmail API to trigger automated logging when emails are sent/received from deal-relevant addresses with attachments.
3 Slack
- Feature/Setting: Integrate Events API, automating capture of deal discussions by channel or message tag for documentation.
4 Microsoft Teams
- Feature/Setting: Use Microsoft Graph API for automating chat, meeting, and shared file logging linked to specific deals.
5 Salesforce
- Feature/Setting: Automate communication and document association to Opportunities via REST API on relevant activity/events.
6 HubSpot
- Feature/Setting: Use Engagements API, automating logging of emails and notes tied to deals.
7 DocuSign
- Feature/Setting: Automate ingestion of signed documents via Envelopes API triggers upon completion events.
8 Dropbox
- Feature/Setting: Use File Webhooks to automate logging of new or updated deal folders/files for documentation.
9 Box
- Feature/Setting: Automate file event capture with Box Events API for deal-specific folders.
10 Google Drive
- Feature/Setting: Trigger Drive API for automated metadata extraction/logging when files are uploaded to deal folders.
11 Zoom
- Feature/Setting: Automate meeting transcription and attendance logging using Zoom Meeting API and Webhooks.
12 Webex
- Feature/Setting: Automate chat/message archive using Webex Teams API for deal room discussions.
13 DocSend
- Feature/Setting: Automate document tracking/logging using DocSend API when deal documents are viewed/shared.
14 Twilio
- Feature/Setting: Automate SMS/call logs using Programmable Messaging API for all communication linked to deals.
15 RingCentral
- Feature/Setting: Automate call recording and transcript storage using RingCentral API for deal stakeholder calls.
16 Aircall
- Feature/Setting: Automate activity logging/API trigger for calls tagged with deal identifiers.
17 Evernote Business
- Feature/Setting: Use Note API to automate archiving and logging of meeting or deal notes.
18 Asana
- Feature/Setting: Automate attachments and comments logging on deal-related tasks using Asana API.
19 Trello
- Feature/Setting: Automate card activity/comment logging and file attachments via Trello REST API, filtered by deal board.
20 SharePoint
- Feature/Setting: Use SharePoint REST API to automate storage, tagging, and access provisioning for deal documentation.
Benefits
1 Enables automated, error-free deal documentation and compliance.
2 Reduces manual intervention, automating repetitive data entry and recordkeeping.
3 Automates regulatory reporting and traceability for audits.
4 Improves deal team collaboration with automated, real-time access to centralized communications.
5 Drives operational efficiency by automating document routing and notifications for missing items.
6 Ensures all deal events are automatedly logged and instantly retrievable for review or audit.