Configurable workflows Available

Your deal process, built once and followed every time.

Draw the stages, approvals and hand-offs your team actually uses. Every deal follows the same path, and nobody has to chase a spreadsheet.

Get in touch

Most firms run deals on habit and a patchwork of files. Zeus AI lets you describe the process once, with its stages, review points and owners, and then runs every deal through it.

When a deal reaches a milestone, related work moves with it. Teams working on different tracks of the same deal stay level without status meetings.

What you get

Design stages and approvals visually
Run several linked pipelines on one deal
Start the right work and notify the right people automatically

More of the platform

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

See Zeus AI on your next deal

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

Get in touch