Integrations covering the
entire investment stack
Supercharge your investment process by automatically pulling data from public sources, paid subscriptions, internal knowledge and external services.
Capital IQ
Connect your S&P Capital IQ subscription to power AI-driven sourcing, screening, and financial analysis workflows.
Capterra
Automate customer sentiment analysis and competitive positioning research for B2B software diligence.
Companies House
Pull verified financials, director networks, and corporate structures directly from the UK's official company register—powering diligence and sourcing for British deals.
Crunchbase
Connect your Crunchbase subscription to power AI-driven deal flow, funding round tracking, and investor network analysis.
DealCloud
Connect DealCloud to QX and transform manual CRM updates into automated workflows that enrich contacts, sync deal data, and generate reports.
Evernote
Make decades of saved articles, web clips, and personal notes instantly queryable—transforming Evernote into a living research database.
Exa
Go beyond keyword matching—use AI-native search to find companies, technologies, and insights based on meaning and context, not just exact phrases.
Firecrawl
Automate the extraction of clean, LLM-ready data from company websites, pricing pages, product docs, and competitor sites—no scraping expertise required.
G2
Automate competitive analysis using G2's market-leading software review platform and Grid positioning data.
Gamma
Transform investment research and data into polished, on-brand presentations and documents automatically—no more wrestling with slide decks.
Gartner
Pull verified reviews and analyst perspectives from Gartner's 500K+ review database for enterprise software diligence.
Glassdoor
Extract employee sentiment, hiring velocity, and compensation data to assess organizational health and growth signals.
Gmail
Orchestrate personalized investor outreach at scale—automatically draft, send, and track emails while monitoring responses for qualified opportunities.
Google Calendar
Automate scheduling, prep, and follow-up for management meetings, site visits, and IC presentations—eliminate calendar coordination overhead.
Google Docs
Automatically create, populate, and maintain IC memos, CIMs, and investment theses in your firm's house style—no more copy-pasting between systems.
Google Drive
Query decades of deal files using natural language, auto-organize incoming documents into proper folders, and surface relevant precedent deals instantly.
Google Search API
Automate web research at scale—let AI agents search Google, extract insights, and populate reports automatically.
Google Sheets
Automatically enrich deal pipeline rows with real-time data, generate portfolio analytics on demand, and eliminate manual spreadsheet maintenance forever.
Automate headcount tracking, hiring velocity analysis, and talent flow monitoring for sourcing and diligence.
Microsoft Calendar
Automate scheduling, time blocking, and meeting coordination for investment teams operating in Microsoft 365 ecosystems.
Microsoft OneNote
Extract insights from meeting notes, research fragments, and scattered observations captured in OneNote notebooks across your organization.
Microsoft Outlook
Automate email-based origination, diligence coordination, and stakeholder communication within Microsoft 365's enterprise-grade email infrastructure.
Microsoft SharePoint
Automate document management, version control, and knowledge extraction from SharePoint sites used for deal teams, data rooms, and institutional archives.
Microsoft Teams
Extract insights from chat conversations, automate notification routing, and orchestrate cross-functional deal processes within Teams channels.
News API
Build AI workflows that track news coverage, extract key events, and alert you to market-moving developments.
Notion
Automatically structure research findings, synchronize portfolio tracking databases, and generate reports from your team's collective knowledge in Notion.
PitchBook
Connect your PitchBook subscription to automate comp analysis, valuation benchmarking, and sponsor tracking.
RSS
Build bespoke news feeds from industry blogs, trade publications, and company updates tailored to your investment focus.
Salesforce
Bridge Salesforce with QX to eliminate double-entry, auto-populate opportunities with research data, and orchestrate multi-step outreach sequences.
Slack
Push qualified opportunities, diligence updates, and market signals directly to relevant channels—keeping your team informed without inbox overload.
SourceScrub
Connect your SourceScrub subscription to power automated sourcing and monitoring for private company opportunities.
Trustpilot
Automate customer satisfaction tracking for consumer-facing businesses and DTC brands through verified review analysis.
Valu8
Access 60M+ European private companies through QX workflows—automate deal sourcing with the continent's most comprehensive business intelligence platform.
YouTube
Transform hours of video content into structured intelligence—automatically transcribe, analyze, and surface key themes from YouTube at scale.
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Our automation platform connects with your internal knowledge, data subscriptions, and over 100 integrations.