Notify team of deals expiring in 30 days

You lack context when deals expiring in 30 days aren't surfaced, leaving portfolio managers unprepared. Receive a concise morning digest so deal owners can prioritize outreach before expiry.

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Overview

If deal expiries slip under the radar, portfolio managers arrive to investor conversations unprepared and BD misses renewal windows. This workflow delivers a concise morning digest of deals expiring in 30 days so owners can prioritize outreach and close gaps before expiry.