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

Deal pipeline Available

From first prospect to closed deal, in one view.

Track every target, its history and the people around it. See what is moving, what is stuck and what is next.

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Prospects and deals live in the same place, so the history of a conversation follows the target all the way to closing.

Leaders get a clear picture of the whole portfolio, and deal owners get a workspace for the detail.

What you get

  • 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

More of the platform

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

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.