Deal Intake Agent

Inbound teasers and CIMs logged, enriched and triaged.

+3 more
Hurdle Advisory

Deal Intake Agent

Inbound teasers and CIMs logged, enriched and triaged.

Verified performance — not yet measured92 of 200 outcomes · release 2.1

Inbound teasers and CIMs logged, enriched and triaged. Inbound teasers and CIMs logged, enriched and triaged.

  • Every deal, same steps
  • Entity resolved before writing
  • One approval pass
  • Journaled and reversible

Who and where

Built by and set up by differ here — that is normal

Built by
Hurdle Advisory
Set up by
Hurdle Advisory — implementation priced separately, and you can decline it
Sold by
Areev — merchant of record
Operated by
Areev Inc. — accountable for your data, and the single named indemnifier
Runs in
Your tenant · United StatesSupport connects from the United States only. Hurdle Advisory sees nothing unless you grant it.

What it does

Deal Intake Agent takes an inbound CIM, extracts the financial set, resolves the codename to the real entity, synthesises your one-pager, and stacks four proposed writes at the gate for a partner to approve in one pass.

Four writes, one gate

CRM update, folder rename, two filings and a banker acknowledgement — proposed together, approved together, journaled individually.

Key outcomes

Deal processed for approval

Four writes staged, nothing committed yet

One-pager synthesised

Every figure linked to its CIM page

Entity resolved

Codename mapped to the real company

Banker acknowledged

Draft opens for edit before a person sends

How it works

  1. 1

    Receive

    The CIM arrives in the deal mailbox

  2. 2

    Extract

    Financials, sector, banker, from the document

  3. 3

    Stage

    Four writes proposed, none committed

  4. 4

    Approve

    A partner approves; the writes journal under their name

What you’re buying, and what it can do

What you're buying

Counts as done when

The deal is logged, the financials are extracted, the folder is named for the real entity, and a named approver commits the CRM record.

Not charged when

No usable financial set can be extracted, the deal is a duplicate, or you reject the screen within 7 days.

If it's wrong

Rework at no charge, or the USD 25 reversed. Tell us within 7 days of the outcome.

Approved by

A named person in your firm approves every CRM write, file save and outbound email.

Override rate — not yet measured

Measured on

Not yet measured — 92 verified outcomes on release 2.1.

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

What it can do to your systems

Can touch

Reads
Mailbox, data room, deal folder
Writes
CRM record, deal folder, outbound email

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, contact a counterparty 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 flags the item for your attention and will not resolve it — a stale CIM vintage or a margin that reads low against the comp set goes to a partner.

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 approves every CRM write, file save and outbound email.

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 processed 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 flags the item for your attention and will not resolve it — a stale CIM vintage or a margin that reads low against the comp set goes to a partner.

Runs where your data already lives

Your tenant or your tenant. Support connects from the United States only.

Priced on the result

USD 25 per processed deal. Work that does not meet the contract is not billable.

Tools it can use

Mailbox

(Inbound teasers and CIMs)

CRM

(Deal records and stages)

Deal folders

(SharePoint, Box)

Document extraction

(CIMs and teasers)

Entity resolution

(Codename to company)

Custom sources

(Firm templates)

Integrations

Works with the tools you already use.

OutlookSharePointDealCloudBoxMicrosoft Graph+ More integrations

Deployment options

your tenant

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 4,500

One-time implementation

Setup, configuration and training

From

USD 600

Monthly platform fee

Based on selected plan

USD 25

Outcome fee

Per processed deal

How this gets measured

92

of 200 verified outcomes on release 2.1

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

  • Processed 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 deal is logged, the financials are extracted, the folder is named for the real entity, and a named approver commits the CRM record.

Related solutions

Explore the rest of the Hurdle deal-operations shelf.

Deal Analysis AgentCIM distilled into your firm's one-pagerNDA AgentRedline plus issue summary against your playbook