AEGIS-powered deployment
RAW Deal Flow — an AEGIS-powered deployment
RAW Deal Flow is an AEGIS-powered deployment applying AEGIS OS to deal sourcing and pipeline operations.
RAW Deal Flow and RAW Capital Raise are AEGIS-powered deployments operated within the AEGIS group. They demonstrate how the platform is applied; they are not third-party customer references, case studies or performance proof.
Purpose
What the deployment is for
- Bring inbound and sourced opportunities onto one structured record.
- Apply consistent screening criteria rather than individual judgment alone.
- Keep pipeline status visible without manual status collection.
Current functionality
Live in the deployment today
Structured opportunity intake
Opportunities are captured into defined records with required fields and an assigned owner.
Consistent screening workflow
Screening runs against documented criteria with the rationale recorded.
Pipeline stages and ownership
Each opportunity sits in a defined stage with a named owner and next action.
Document handling with review
Supporting documents are organized and summarized, with human review before anything becomes authoritative.
Planned capability
Not yet live
Expanded external sourcing connectionsPlanned
Additional inbound sources feeding the intake workflow.
Broader portfolio-level analyticsPlanned
Cross-pipeline analysis beyond current operational reporting.
Self-service partner accessPlanned
Scoped external access for referral partners.
AI roles
Roles and approval boundaries
| Role | What it does | Approval boundary |
|---|---|---|
| Intake structuring role | Normalizes inbound opportunity information into the defined record. | Cannot advance or reject an opportunity. |
| Screening support role | Applies documented criteria and prepares a recommendation. | Proceed or pass decisions are made by a named human owner. |
| Pipeline monitoring role | Flags stalled opportunities and missing next actions. | Cannot change stage, owner or terms. |
Integrations
Supported implementation targets
Categories of systems this deployment is implemented against or can extend to. Connections are scoped per configuration.
- CRM systems
- Work execution platforms
- Document storage and controlled file sharing
- Email and calendar
- Internal messaging and notifications
Next step
Apply the same platform to your operation
AEGIS OS is the master platform behind this deployment. Engagements start with an Architecture Assessment.