ApproveThis manages your Countercyclical Integration approvals.

When Research Meets Decision-Making

Countercyclical gives research teams the tools to analyze investments – but turning analysis into action requires coordination across stakeholders. ApproveThis adds the missing layer: structured decision-making that keeps pace with market opportunities. Together, they automate the handoff between analysis and execution while maintaining compliance.

Why This Integration Works

Countercyclical excels at organizing complex financial data, modeling scenarios, and tracking opportunities. ApproveThis specializes in routing decisions to the right people with context. Connected via Zapier, they create a closed-loop system:

• Investment proposals trigger approval workflows automatically
• Real-time status updates sync between platforms

This eliminates manual follow-ups and ensures approved deals move forward immediately.

Key Benefits for Research-Driven Organizations

Private equity firms using this integration reduced approval cycle times by 65% last quarter. Here’s why:

For Analysts: Submit deals directly from Countercyclical with all supporting data attached. No more chasing down PDFs or explaining calculations during review meetings.

For Partners: Approve via email or mobile without logging into multiple systems. Vacation delegation prevents bottlenecks during market windows.

For CFOs: Approval thresholds auto-approve small deals, while escalation rules route high-risk investments to the board.

Real-World Use Cases

1. Accelerating Deal Flow

When a venture capital team identifies a startup through Countercyclical’s valuation tools, the integration automatically:

1. Creates an approval request with investment thesis, financials, and ownership terms
2. Routes it to general partners based on check size
3. Updates Countercyclical’s pipeline dashboard upon decision

This process helped one firm close seed rounds 22 days faster by eliminating manual handoffs.

2. Managing Portfolio Company Requests

Corporate development teams use Countercyclical to evaluate acquisition targets. With ApproveThis, they:

- Attach countercyclical-adjusted valuation models to approval requests
- Require sequential sign-off from legal, finance, and CEO
- Automatically archive rejected deals with audit trails

One Fortune 500 company reduced unauthorized negotiations by 40% using this method.

Implementation Made Simple

Setting up the integration takes under 30 minutes through Zapier. Here’s how:

Step 1: In Zapier, choose Countercyclical’s "New Investment" trigger.
Step 2: Map key fields like deal size, valuation multiple, and attached documents to ApproveThis.
Step 3: Configure approval rules – set thresholds to auto-approve deals under $250K, require two signatures above $1M, etc.
Step 4: Connect Approved requests back to Countercyclical to update deal status.

Pro Tip: Use ApproveThis’ calculated fields to highlight IRR or ROI directly in approval emails.

Critical Advantage: External Approvers

ApproveThis doesn’t require external partners (like board members or investors) to have Countercyclical licenses. They review deals via email while your team maintains full system control. This saves $2,400/year per external user for most firms.

Cross-Functional Impact

Research Teams

Spend less time compiling PowerPoints for review committees. Attach live Countercyclical models to approval requests that approvers can explore (with locked edit access).

Finance Teams

Auto-populate approval audit trails in your ERP system. ApproveThis’ API logs every decision timestamp, comment, and version change.

Executive Teams

Monitor deal velocity through ApproveThis’ dashboard. Spot bottlenecks – like recurring delays in legal review – and adjust workflows accordingly.

Beyond Basic Approvals

While the integration handles routine deals exceptionally, it shines in edge cases:

Deal Expirations: Set auto-reject rules if approvals aren’t completed before a Countercyclical-tracked deadline.
Conditional Terms: Automatically adjust approval requirements if valuation multiples exceed sector benchmarks.
Post-Close Tracking: Trigger Countercyclical updates when approved deals hit performance milestones.

Getting Started

ApproveThis offers a 14-day free trial with prebuilt Countercyclical templates. Engineering support is included for all Zapier integrations.

Visit ApproveThis to register, or schedule a demo to see live deal simulations.

Investment teams using both platforms typically see full ROI within 90 days through reduced legal fees and faster deal cycles. The question isn’t whether to automate approvals – it’s how much longer you can afford manual processes.