Atlas AI, our deal assistant, is coming soon. See the roadmap

Product

One platform for the whole deal

Workflows, pipeline, planning, documents, team workspaces, access control and administration, working together.

Capabilities

Available

Configurable workflows

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

Deal pipeline

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

Integration planning

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

Data rooms

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

Diligence workspaces

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

Access and compliance

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

Identity and administration

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

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

See Zeus AI on your next deal

Tell us about your team and we will show you a realistic scenario.