How it works
From first prospect to a planned integration
Four steps, one record. What you learn at each stage carries forward to the next.
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1
Track the prospect
Add targets to your pipeline and keep notes, contacts and history in one record. When one becomes real, promote it to a deal with a click.
ProspectProject AsterSoftwareProject BirchServicesDiligenceProject CedarLogisticsProject DeltaSoftwareClosingProject ElmRetailIntegratingProject FirHealth -
2
Run diligence together
Each department collects what it needs in its own workspace while advisers review documents in a controlled data room. Gaps stay visible.
- Financial
- Statements
- Tax
- Legal
- Employees
- Technology
- Annual statementsView
- Tax returnsView
- Debt scheduleDownload
- Working capitalDownload
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3
Close with control
Approvals, access lists and records follow your process. When the deal closes, restrictions and responsibilities change automatically.
- Deal leadFull
- Finance reviewerFinance
- IT reviewerIT
- Outside counselRoom only
Everyone else cannot see this deal exists.
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4
Plan and run the integration
Findings become tasks, milestones and owners. Dependencies show which work decides the finish date.
Identity and emailNetwork cutoverPayroll alignmentVendor consolidationDay-one go-liveCritical path
See Zeus AI on your next deal
Tell us about your team and we will show you a realistic scenario.