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Order #ARV-2026-004417View invoice

Installing Hurdle Deal Operations

Six agents, one approval policy, one journal. The layer is running in your tenant.

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Hurdle Deal Operations

Hurdle Deal OperationsYour tenantNorthstar Capital

Implementation

USD 18,000

Monthly

USD 2,400

Per outcome

Varies by agent

Install Hurdle Deal Operations

Nothing writes to a live system until you name an approver for every write type.

2 of 6 steps completed

  1. Layer installedYour tenant · US East · running
  2. Connect your tools4 of 4 connected, read-only
  3. 3Set the approval gatesNamed approver per write type
  4. 4Load firm contextThesis, playbook, templates
  5. 5Dry run on a real dealNothing commits
  6. 6Review and go liveFinal sign-off

Set the approval gates

Every write your agents propose needs a named human. Reads are automatic; nothing commits without a yes.

Create or update a CRM recordDeal records, stages, contactsDeal Intake, CRMHuman approvalSCSarah Chen
Save a file to the deal folderDeal screens, NDAs, folder renamesDeal Analysis, NDAHuman approvalMWMarcus Webb
Send an outbound emailBanker replies, check-ins, follow-upsInbox, CRMHuman approvalSCSarah Chen
Affix a signatureExecuted NDAs onlyNDAHuman approvalMWMarcus Webb
Read mail, files and CRMNo change is made to any recordAll six agentsAutomaticNo approver needed

Writes cannot be set to automatic on a first install

Writes into your systems are journaled with a before-image and revert in one click. A sent email cannot be recalled, so that gate stays with a person. Areev records how often each approver changes what the agent proposed — after 30 days of clean journal you can propose relaxing a gate, and that change is itself an approval.

5 write types · 4 approvers named

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Need help with setup?

Our team is here to help you get live quickly.

  • Talk to your implementation leadHurdle Advisory · Mon–Fri
  • Schedule a call with HurdleChoose a time that suits you
  • View documentationConnector guides and videos

Your success team

  • PRPriya RamanSolutions engineer · build bench
  • JLJon LoHurdle Advisory · founder
  • DSDaniel SohDevOps · tenant install

Typical timeline

  • Layer installDone · 26 min
  • Connect systemsDone · 18 min
  • Approval gatesIn progress
  • Firm context~ 30 min
  • Dry run~ 15 min
  • Go liveWithin 1 hour