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

Diligence workspaces Available

Every team gets its own view, all feeding one picture.

IT, HR, finance and operations each collect what they need in a workspace shaped for them, without breaking the shared record.

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Facts are recorded once, with where they came from and how sure you are, so a gap is visible instead of hidden. Teams can import and export spreadsheets to start fast.

Each department sees the work that is theirs, while the deal lead sees the roll-up.

What you get

  • Department workspaces with their own menus
  • Structured discovery of sites, vendors, contracts and systems
  • A library of ready-made diligence request forms

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

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

See Zeus AI on your next deal

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