Post verified liquidity status to deal conversation thread

Your deal liquidity updates often lack context, leaving underwriters and deal owners unable to triage opportunities. Notify owners and reviewers so they can act on liquidity changes same day.

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Overview

Liquidity flags are one of the fastest causes of underwriting delays and noisy pipeline reviews. This flow pushes formatted, contextual liquidity messages into the deal conversation so owners and sales ops get the right facts within minutes, reducing review lag and improving the accuracy of your pipeline discussions.