Transform enterprise inbox management into intelligent deal flow orchestration
Automate email-based origination, diligence coordination, and stakeholder communication within Microsoft 365's enterprise-grade email infrastructure.
Use cases
- Auto-classify and route inbound deal flow: parse banker teasers, extract company details and financials, create CRM records, and alert relevant partners based on sector and size
- Scale founder outreach with personalized emails: generate tailored messages to hundreds of target CEOs using company research and your firm's successful templates, then track engagement
- Automate diligence email coordination: when deals advance stages, trigger email sequences to management teams requesting materials, schedule calls, and track document receipt
- Monitor inbox for relationship signals: identify warm intros from LPs, replies from target companies, and priority messages from active deals, routing them for immediate attention
Intelligent Email Classification
Automatically categorize incoming messages—distinguish teasers from spam, prioritize management responses over newsletters, flag time-sensitive NDAs and LOIs
Attachment Intelligence
Parse PDFs, Excel files, and presentations from emails to extract deal terms, financials, and company data directly into tracking systems
Enterprise-Grade Outreach
Send personalized cold emails at scale while respecting Microsoft 365 sending limits, compliance policies, and email authentication requirements
Thread Context Awareness
Understand email conversation history to provide context-aware automation—know when to escalate, when to follow up, and when to archive
About Microsoft Outlook
Microsoft Outlook is the world's leading enterprise email client, used by over 400 million professionals as the communication backbone of Microsoft 365. Its integration with Exchange Server, robust security features, and enterprise admin controls make it the standard for organizations requiring sophisticated email management, compliance, and audit capabilities in regulated industries like financial services.
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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