Investment Committee Approval
Papers assembled from live deal data, routed to the committee, decided with conditions and rationale recorded permanently against the deal.
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Business process automation, connected to the systems you already run
Investment committee approvals, transaction requests and engagement approvals as structured workflow, integrated with treasury, accounting, GRC and security tooling.
Automations
Approvals that leave the inbox
Each workflow is routed by your Delegation of Authority, tracked against an SLA, escalated when it slips, and evidenced permanently.
Investment Transaction Request and Approval
Capital calls, drawdowns, follow-ons, distributions and disposals raised, approved and settled with a complete request-to-cash trail.
Treasury, Accounting and Cash Management Integrations
Two-way flow of funding instructions, settlements, FX positions and general ledger postings so investment and finance records never diverge.
Engagement Request and Approval
Adviser, valuer and counsel engagements raised, scoped, approved against budget and linked to the deal they support.
Auditing and GRC Solutions Integration
Evidence, control tests and findings synchronised with your enterprise GRC platform, ready for internal audit and regulator review.
Cybersecurity Tools Integration
SSO, MFA, SIEM log forwarding, DLP and privileged access management aligned to your existing security operating model.
and many more based on organisational need.
Anatomy of a workflow
From request to evidenced decision
Request
Raised from the deal it relates to, pre-populated with live data, so there is no re-keying and no attachment sprawl.
Route
The Delegation of Authority matrix determines approvers by amount, portfolio, instrument and transaction type.
Review
Approvers see the paper, the supporting documents and the deal history in one view, and can request more information in-line.
Decide
Approve, approve with conditions, defer or reject, with a mandatory rationale captured against the record.
Execute
Approved transactions flow to treasury and accounting for settlement and posting, with status returned to the deal.
Evidence
The complete chain is written to the immutable audit log and available to internal audit, external audit and the regulator.
Integration patterns
DEALWISE offers seamless integration with other systems through four standard patterns.
- REST API
- Authenticated, versioned endpoints for deals, transactions, valuations, documents and masters.
- Scheduled jobs
- Batch import and export of FX rates, GL postings, cash positions and GP reports on a defined cadence.
- Event webhooks
- Stage change, approval, covenant breach and valuation events pushed to downstream systems in real time.
- File & SFTP
- Structured file exchange for counterparties and systems without an API surface.
Every inbound and outbound exchange is logged with payload lineage for reconciliation and audit.
Systems we connect to
Fits your existing landscape
Treasury & cash management
Funding instructions, settlement confirmations, FX positions and liquidity views.
Accounting & ERP
General ledger postings, cost centres, accruals and period close alignment.
Auditing & GRC
Control tests, findings, policy exceptions and evidence packs synchronised both ways.
Cybersecurity tooling
Identity provider, SIEM log forwarding, DLP and privileged access management.
Want to see the approval workflow with your own thresholds?
We will model a live Investment Committee and transaction approval against your Delegation of Authority in the demo environment.