Available
Draw the stages, approvals and hand-offs your team actually uses. Every deal follows the same path, and nobody has to chase a spreadsheet.
Design stages and approvals visually
Run several linked pipelines on one deal
Start the right work and notify the right people automatically
Available
Track every target, its history and the people around it. See what is moving, what is stuck and what is next.
Boards and lists for prospects and deals
Promote a prospect to a deal without re-entering anything
Notes, decisions and key contacts kept with the record
Available
Turn diligence findings into tasks, milestones and owners. Know which work is critical and which can slip.
Tasks, milestones, risks and issues for every deal
Dependencies and a critical-path view
Reusable templates from your last deal
Available
Give each outside party exactly the folders they need. Keep a record of what was opened, by whom and when.
Several rooms per deal, with folder-level permissions
A guest portal for outside parties
Confidentiality terms, redaction and questions in one place
Available
IT, HR, finance and operations each collect what they need in a workspace shaped for them, without breaking the shared record.
Department workspaces with their own menus
Structured discovery of sites, vendors, contracts and systems
A library of ready-made diligence request forms
Available
Restrict who can see a deal, record who was told and when, and review access on a schedule.
Restricted deals are invisible to people without access
Insider lists, notices and read logs
A tamper-evident audit trail
Available
Use your identity provider, provision people automatically and keep control of roles without filing tickets.
Single sign-on with OpenID Connect or SAML 2.0
Automatic user provisioning with SCIM
Groups, roles, invitations and optional two-step sign-in
Coming soon
Atlas AI is our deal assistant. It will answer from your records, cite its sources and leave the decisions to people.
Answers cited to your own deal records
Spots stalled deals and drafts follow-ups
Off by default, with administrator controls