Deal Intake

Every inbound teaser, logged the same way.

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Deal Intake

Every inbound teaser, logged the same way.

Verified performance — not yet measured109 of 200 outcomes · release 3.0

Every inbound teaser, logged the same way. Capture, qualify, and route inbound opportunities.

  • Nothing slips the inbox
  • Entity resolved before it writes
  • Duplicates caught
  • Consistent records

Who and where

Same five lines on every Areev listing

Built by
Areev
Set up by
Areev · about 2 hours
Sold by
Areev — merchant of record
Operated by
Areev Inc. — accountable for your data
Runs in
Your tenant, or Areev Cloud USSupport connects from the United States only.

What it does

Deal Intake watches the inbound channels, resolves each teaser to a real entity, enriches the record from the materials, and proposes the CRM write for a named person to commit. Duplicates are caught before they become two deals.

One shape for every deal

Same fields, same folder structure, same enrichment — so the pipeline is comparable rather than a collection of habits.

Key outcomes

Logged deal

Entity resolved, record committed by a named person

Deal folder created

Named for the company, not the codename

Duplicate caught

Before it becomes two deals in the pipeline

Enrichment applied

Revenue, EBITDA, sector, banker, from the materials

How it works

  1. 1

    Watch

    The inbound mailbox and shared drives

  2. 2

    Resolve

    Codename to real entity, before anything is written

  3. 3

    Enrich

    Pull the headline figures from the materials

  4. 4

    Commit

    A named person approves; the CRM write journals

What you’re buying, and what it can do

What you're buying

Counts as done when

The opportunity is logged against the right entity, enriched from the materials, and a named person commits the CRM record.

Not charged when

The deal is a duplicate, no usable materials arrived, or you reject the record within 7 days.

If it's wrong

Rework at no charge, or the USD 18 reversed. Tell us within 7 days of the outcome.

Approved by

A named person in your firm commits every CRM write. The agent never commits a record on its own.

Override rate — not yet measured

Measured on

Not yet measured — 109 verified outcomes on release 3.0.

Areev-verified performance appears once a release passes 200 verified outcomes.

What it can do to your systems

Can touch

Reads
Mailbox, attachments, shared drives, the CRM
Writes
CRM records, deal folders, enrichment fields

Reversible until

30 days after the write, from its before-image, in one click.

Cannot be undone — an email once sent.

Will not

Make an investment judgement, reply to a banker on its own, or sign anything.

Your material

Never used to train a model, by Areev or by any model provider. Deleted on request, including caches and logs.

We sign your data-protection agreement — entity and residency statement on the compliance pack.

When it's unsure

It logs what it has and flags the gap for your team, rather than resolving an entity it is not sure about.

Abstention rate — not yet measured

Compliance pack

SOC 2 Type II with report period, ISO 27001, ISO 42001, the DPA, the sub-processor and model list with 30 days' change notice, and the data-residency statement. Everything your risk assessment needs, in one file.

Open the pack

Features

What you get, beyond the outcome itself.

Named-approver gates

A named person in your firm commits every CRM write. The agent never commits a record on its own.

Before-image journal

Every committed write keeps the record as it was, so a mistake reverts in one click for 30 days. Cannot be undone — an email once sent.

Evidence travels with the outcome

Each logged deal carries the material it was decided on, exportable as one file so an auditor can re-perform it.

It stops rather than guesses

It logs what it has and flags the gap for your team, rather than resolving an entity it is not sure about.

Runs where your data already lives

Your tenant or Areev Cloud US. Support connects from the United States only.

Priced on the result

USD 18 per deal. Work that does not meet the contract is not billable.

Tools it can use

Email & file intake

(Attachments, shared drives)

CRM

(Deal records and stages)

Entity resolution

(Codename to company)

Document extraction

(Teasers and CIMs)

Deal folders

(SharePoint, Box, Drive)

Custom sources

(Internal data and templates)

Integrations

Works with the tools you already use.

OutlookGmailSharePointBoxAffinityDealCloud+ More integrations

Deployment options

Areev Cloud US

Fastest time to value. Managed by Areev

Customer Cloud VPC

Deploy in your cloud (AWS, Azure, GCP)

On-premise

For maximum control. Your infrastructure

Region availability

  • United StatesAvailable
  • More regions coming soon

Pricing

Transparent and simple.

USD 6,000

One-time implementation

Setup, configuration and training

From

USD 1,000

Monthly platform fee

Based on selected plan

USD 18

Outcome fee

Per logged deal

How this gets measured

109

of 200 verified outcomes on release 3.0

Until a release passes 200, Areev publishes no accuracy figure for it. No star ratings, no testimonials — the number comes from the ledger or it does not appear.

What will be published

  • Logged deals accepted without correction, as a rate
  • Override rate — how often the approver changed it
  • Contested outcomes, and how they were settled
  • The denominator and the release it was measured on

Every figure is exportable, so you can reconcile it against your own systems of record rather than take a dashboard on trust.

Questions buyers actually ask

The answers are the contract's, not marketing's.

The opportunity is logged against the right entity, enriched from the materials, and a named person commits the CRM record.

Related solutions

Explore more deal operations.

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