Route investor updates to origination and deal tasks

Origination and deal teams miss investor account updates, letting opportunities be overlooked and deals stall. Create categorized tasks and route owners so teams triage instantly.

Overview

Investor account updates slipping through the cracks cause stalled deals and missed outreach. Turn every qualifying account change into a categorized task and channel alert so origination and deal teams never miss a follow-up and opportunities keep moving forward.

Notable Features

Create tasks from account changes
Assign owners based on criteria
Notify channels of new tasks