ApproveThis manages your Edda Integration approvals.

When Bureaucracy Meets Deal Flow

Let’s be real – nobody got into venture capital or private equity because they love chasing down signatures. Yet here we are, with teams wasting hours each week manually routing approval requests through Slack threads, forwarded emails, and that one partner who still prints PDFs to review them. Meanwhile, Edda’s sitting there quietly managing your entire portfolio, wondering why you’re still using 2013-era workflows.

ApproveThis plugs directly into Edda via Zapier to automate approval processes without changing how your team actually works. We’re talking auto-routing investment committee sign-offs when deals move stages, instant document reviews for portfolio company updates, and keeping external stakeholders in the loop without giving them access to your core systems. It’s like adding traffic lights to your deal highway – everything keeps moving, but with way fewer collisions.

Why This Combo Works Better Than Your Current System

Edda’s great at tracking companies through pipelines. ApproveThis is great at preventing bottlenecks in decision-making. Together, they handle the two biggest time sucks in investment operations:

• The approval black hole: Deals stall waiting for partner sign-offs because requests get buried in inboxes
• Compliance theater: Manual processes create audit trails that look more like scavenger hunt clues

Here’s the kicker – approvers don’t need Edda licenses. Your portfolio company’s CFO can approve a cap table update through email without seeing your entire pipeline. External counsel can sign off on legal docs without getting access to sensitive deal rooms. You maintain control without becoming the approval police.

Real-World Use Cases That Don’t Suck

1. Rejection Audits That Actually Happen

When your team rejects a company in Edda, ApproveThis automatically creates an approval request to document the why. No more lost insights because someone forgot to log their reasoning.

Who cares: Venture firms tracking pattern recognition across rejected deals. Automatically routes to investment committee members with context from Edda fields.

2. Pipeline Updates That Don’t Require Mind Reading

New approval request in ApproveThis? Edda auto-creates the company in your pipeline. Stops deal teams from forgetting to log early-stage conversations that later become actionable.

Who cares: PE firms managing 100+ active targets. Approval requests from sourcing platforms trigger pipeline creation with key terms attached.

3. Document Reviews That Aren’t a Game of Telephone

Portfolio company uploads quarterly financials to Edda? ApproveThis pings your CFO, operating partner, and external auditor simultaneously with calculated fields highlighting variances.

Who cares: Growth equity firms monitoring portfolio performance. Uses ApproveThis’ calculated fields to flag EBITDA changes before routing for approval.

4. Stage Gates That Actually Mean Something

When an approval completes in ApproveThis (like final committee sign-off), Edda automatically moves the company to the next pipeline stage. No more “I thought you updated that” slack messages.

Who cares: Corporate venture teams needing strict governance. Makes stage progression contingent on documented approvals from legal/finance/strategy.

Setup That Won’t Make You Want to Swear

Connect Edda and ApproveThis in Zapier in three steps even your least technical partner can handle:

1. Pick your trigger: Choose which Edda event starts things (new doc, pipeline change, etc.)
2. Map the fields: Drag-and-drop Edda data into ApproveThis request templates
3. Set approval rules: Define who approves what based on deal size, stage, or custom criteria

Pro tip: Use ApproveThis’ approval thresholds to auto-approve small follow-on investments while routing new deals to committee. Saves 20+ hours/month for series A+ firms.

Department-Specific Wins

Deal Teams

Stop herding cats for partner sign-offs. Set up parallel approvals in ApproveThis where multiple partners can review concurrently. If someone’s OOO (looking at you, ski season regulars), vacation delegation auto-reassigns their approvals.

Portfolio Operations

Automate board doc approvals with conditional routing. Financials go to CFO, cap tables to legal, customer metrics to operating partners. All tracked in Edda with ApproveThis’ audit trails.

Finance & Legal

Create approval chains where legal sign-off unlocks finance approval for wire transfers. Edda holds the docs, ApproveThis enforces the sequence. Bonus: External counsel gets email approvals without Edda access.

No-BS Next Steps

If you’re using Edda as more than a fancy Rolodex, you need approval workflows that match how deals actually get done. ApproveThis adds structure without bureaucracy – the holy grail for teams scaling from 50 to 5,000 people.

Do this now:

• Register for ApproveThis (free 14-day trial)
• Connect to Edda via Zapier (takes 8 minutes)
• Steal our pre-built templates for investment committees here

Or book a 15-minute demo where we’ll show you how PE firms cut approval delays by 60% using these exact workflows. No sales fluff – just actionable steps you can implement today.