Coordinate deal processes with zero-friction meeting orchestration
Automate scheduling, prep, and follow-up for management meetings, site visits, and IC presentations—eliminate calendar coordination overhead.
Use cases
- Auto-schedule management meetings when diligence advances to next stage: find overlapping availability across deal team, send invites with company memo attached
- Create smart meeting prep workflows: 24 hours before any external call, QX generates briefing notes from CRM and sends them to attendees
- Coordinate multi-day site visits: automatically schedule internal debriefs between management sessions and trigger post-visit feedback collection
- Track deal velocity: measure time from first meeting to IC presentation, identify bottlenecks where calendar gaps slow processes
Intelligent Scheduling
Analyze team availability and deal priorities to propose optimal meeting times, then automatically send invites once confirmed
Meeting Prep Automation
Trigger pre-meeting workflows that compile research, generate briefing memos, and distribute materials to participants ahead of calls
Post-Meeting Actions
Automatically log meeting outcomes to CRM, create follow-up tasks, and schedule next touchpoints based on deal stage progression
Calendar Intelligence
Extract insights from meeting patterns—track deal velocity, identify scheduling bottlenecks, and optimize partner time allocation
About Google Calendar
Google Calendar is the world's most widely used scheduling platform, trusted by businesses of all sizes for coordinating meetings, events, and time management. Its powerful API enables sophisticated workflow automation for investment firms managing complex deal calendars across multiple stakeholders.
About QX Labs
QX automates the manual work that slows down investment firms. By unifying your data subscriptions, internal knowledge, and 100+ integrations, we automate workflows across sourcing and diligence—freeing your team to focus on high-value decisions.
Experience the most powerful automation platform for investors
Schedule a call with us to run through your bespoke requirements and see how we can level-up your investment workflows with AI.
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