Send pass email alerts to investment operations channel

Your pass emails with deal feedback sit unlogged in inboxes, delaying portfolio records and follow-up. You receive immediate alerts so ops can log pass details the same day.

Overview

Missed pass emails create blind spots in portfolio tracking and slow downstream review cycles. This workflow routes pass emails straight to your ops recipient and delivers a concise summary, so analysts can log pass outcomes within minutes and keep records current ahead of review.