Orchestrate deal calendars across Microsoft 365 enterprise environments
Automate scheduling, time blocking, and meeting coordination for investment teams operating in Microsoft 365 ecosystems.
Use cases
- Auto-schedule IC presentations by analyzing partner calendars and deal pipeline priority, then sending invites with linked memo documents
- Block recurring diligence deep-work sessions across analyst teams when deals enter active phases, protecting time from meeting creep
- Coordinate multi-stakeholder site visits: find overlapping availability, book travel time, schedule facility access, and create briefing sessions
- Track meeting density by deal stage to identify calendar bottlenecks slowing transaction velocity across your pipeline
Enterprise Calendar Intelligence
Query availability across organizational hierarchies, respecting permissions and working hours policies in complex Microsoft 365 tenants
Resource Orchestration
Automatically reserve conference rooms, video equipment, and workspace resources when scheduling high-stakes deal meetings
Time Blocking Automation
Protect analyst capacity by automatically scheduling focus blocks for diligence, modeling, and research based on deal workload
Calendar Analytics
Extract insights from meeting patterns to identify process inefficiencies—spot deals stalling in scheduling limbo or over-meeting on low-priority opportunities
About Microsoft Calendar
Microsoft Calendar (formerly Outlook Calendar) is the scheduling backbone of Microsoft 365, used by over 400 million enterprise users worldwide. Its deep integration with Microsoft's productivity suite and robust enterprise permissions make it the standard for organizations requiring sophisticated calendar management, resource booking, and cross-organizational scheduling.
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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