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Thank you for choosing Hurdle Advisory on Areev.

Your six Hurdle agents are being provisioned into your tenant. Nothing will touch a real system until you set the approval gates.

Order #ARV-2026-004417

12 Sep 2026 · 09:12 AM (ET)

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to sarah.chen@northstarcapital.com

Hurdle Deal Operations

Six agents across sourcing, intake, NDA, screening and portfolio.

Runs in
Your tenant · orchestration layer
Built by
Hurdle Advisory
Agents
Inbox, CRM, Deal Intake, NDA, Deal Analysis, PortCo Monitoring
Region
United States
Systems
Outlook, SharePoint, DealCloud
Approval policy
Not set — required before go-live
Implementation(one-time)
USD 18,000
Monthly availability
USD 2,400 / month
Outcome charge
Per outcome, per agent

Estimated monthly

at ~500 deals/yr across six agents

USD 6,850

What happens next

Hurdle installs the layer in your tenantYou connect systems, read-only firstYou name an approver for every writeDry run replays a real deal before go-live

    Next: Install into your tenant

  1. PurchasedCompleted just now
  2. 2Install the layerOrchestration layer into your tenantIn progress
  3. 3Connect systemsMail, files and CRM — read-only first
  4. 4Set the gatesNamed approvers per write type
  5. 5Load firm contextThesis, playbook and templates
  6. 6Dry run, then go liveReplay a real teaser before any write

Let's get your six Hurdle agents ready

Hurdle installs the layer with you. Nothing writes to a live system until step 3 is signed off.

Estimated setup time
About 2 hours

Install into your tenant

Orchestration layer, your cloud, your permissions

~ 20 min

Not started

Connect your systems

Outlook, SharePoint, DealCloud — read-only

~ 30 min

Not started

Set the approval gates

Who approves CRM writes, sends and saves

~ 20 min

Not started

Dry run on a real deal

Replay a teaser end to end, nothing commits

~ 30 min

Not started
Start installation

Need help? Contact our setup team

Invite your deal team

Add the partners and associates who will approve CRM writes and outbound email.

Talk to your setup partner

Jon Lo and the build bench scope the workflows to how your firm actually runs deals.