Workflow Solution

Verification Before Internal Escalation

BIRU helps firms confirm transaction readiness before senior time, legal coordination, or internal resources are allocated.

The objective is straightforward: improve inbound quality and reduce time spent on opportunities that were never actionable.

Resource Protection

Protect Senior Resources

In private markets, significant internal resources are often allocated before foundational transaction elements are verified.

BIRU introduces a verification-first workflow before:

01Introductory calls 02NDA circulation 03Internal escalation 04Diligence preparation 05External legal engagement
"This helps firms reduce unnecessary review cycles and focus attention on counterparties demonstrating actual readiness."
Deal Quality Filtering

Higher-Quality Deal Flow

Most inefficiency in private transactions comes from premature engagement rather than failed execution.

Counterparties often enter discussions before confirming:

Deployable Capital

Available funds, mandate allocation authority, or LP support proofs.

Ownership Structure

Equity ledger authenticity and vested share options proof.

Institutional Authority

Confirm signed deal mandate allocations by authorized signatories.

Transaction Preparedness

IC approval, board approval, or transaction memo readiness.

Adaptive Parameters

Flexible Verification Frameworks

Verification workflows can be adapted to specific internal requirements rather than demanding rigid onboarding overrides.

Tailor verification parameters to support internal processes:

Required document categories

Configure custom envelopes requesting proof of funds, LP commitment sheets, or vested certificates.

Custom verification criteria

Evaluate deal-specific constraints like minimum ticket size, regulatory checks, or allocation windows.

Document recency rules

Require uploaded instruments to be signed or issued within the last 30, 60, or 90 days.

Institution-specific requirements

Build tailored rules that match specific bank, fund, or family office qualification hurdles.

Governance & System Security

Internal Controls

Access models can be configured around institutional transaction processes and internal operational requirements.

Workflow environments may include:

Multi-User Access

Collaborative deal verification workspaces for teams.

Role-Based Visibility

Segment status tracking and key document parameters safely.

Audit Logging

Complete timestamped tracking of all actions taken in a room.

Workflow Monitoring

Oversight of verify envelope delivery and status emissions.

Release Map

Workflow Infrastructure Roadmap

Birel is currently focused on early product development and pilot workflows for private market participants.

Enterprise-grade infrastructure and compliance standards are part of the long-term roadmap, including:

SOC 2 certification planning Audit logging Role-based access controls Multi-user environments API integrations Workflow monitoring
"The long-term objective is to support enterprise-grade verification workflows while maintaining minimal document exposure and controlled processing environments."
Pilot Workflows

Early Access

Workflow functionality is currently being developed in collaboration with early market participants.

Be among the first firms to access pilot workflows, shape product direction, and join the workflow waitlist.