7 workflow automations purpose-built on top of DealStream — no data leaves your system, no parallel tool for your team to learn.
AI qualifies inbound buyers from DealStream per the seller's profile, sends NDAs, manages CIM access, and surfaces serious buyers to the broker — broker focuses on negotiation, not gatekeeping. Purpose-built for teams running DealStream — uses the native API or agent integration so nothing leaves the system of record.
AI drafts each LOI round against firm playbook in DealStream, summarizes what changed, flags non-standard terms, and tracks the negotiation timeline — round-trip time drops to hours. Purpose-built for teams running DealStream — uses the native API or agent integration so nothing leaves the system of record.
AI ingests target company docs into DealStream, organizes them per standard data-room structure, redacts sensitive content, and drafts the diligence Q&A index — data room ready in days, not weeks. Purpose-built for teams running DealStream — uses the native API or agent integration so nothing leaves the system of record.
AI assembles bid packages from DealStream scope, sends to subs, normalizes responses for comparison, and runs sub onboarding (insurance, W-9s, MSA) — start-to-construction time drops measurably. Purpose-built for teams running DealStream — uses the native API or agent integration so nothing leaves the system of record.
AI builds the long-list from DealStream, LinkedIn, and proprietary firm databases, scores candidates against the role criteria, and produces the partner-ready presentation — long-list build time drops 70%. Purpose-built for teams running DealStream — uses the native API or agent integration so nothing leaves the system of record.
AI manages reference scheduling, drafts check questions specific to the role and candidate, captures notes from DealStream call, and produces the reference report — partner does the conversation, AI does everything else. Purpose-built for teams running DealStream — uses the native API or agent integration so nothing leaves the system of record.
AI generates the per-search status report from DealStream pipeline data, drafts the personalized update to each client, and flags searches that need partner attention — clients stay engaged and partners stay in the work. Purpose-built for teams running DealStream — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of DealStream for any repetitive process. Tell us what you'd automate.
