Deal management with the context of every deal
A private equity firm manages every deal in AtlasAI as a matter read as a deal, with the stage, the value, the deal fields, the data room and the activity of the deal on one page. AtlasAI agents read every document of the deal and prepare the diligence, the drafts and the reports for review by the deal team.
3-day free trial on one matter. No setup fee.
AtlasAI is in use at firms like Fried Frank. Agents read the matters, positions and precedents of each firm, and attorneys decide.
The deal board
Every deal from first look to close
The Pipeline view lists every deal by stage, with the owner, the source, the value and the next step. The deal team adds deal fields of nine types, and AtlasAI applies the stage rules of the firm on every stage change.
- Deal fieldsThe deal team adds deal fields of nine types to every deal, and filters and groups the board by each field.
- Deal activityAtlasAI logs every stage change, note and document of the deal on the activity timeline of the deal.
- The matter objectEach deal includes the tasks, key dates, contacts, documents, time and reports of a matter.
The data room
Every document of the deal, organized
AtlasAI sorts the data room of each deal into the folders of the deal and indexes every document for search and review. The deal team asks a question across the data room and receives an answer with each source passage cited.
- Folders for diligenceAtlasAI sorts each document into the corporate, material contracts, litigation and employment folders of the deal.
- Cited answersAtlasAI cites the document, the section and the page behind each answer.
- Permissions to the documentEach member of the deal team sees only the documents the member may open.
Diligence and deal reports
Diligence tables and deal reports
AtlasAI builds a Tabular Review across the documents of the deal, such as the supplier consents of every material contract, and the deal team reviews each cited cell. Deal reports count deals by stage, owner and value, and AtlasAI lists the deals with key dates inside 7 days.
- Tabular ReviewAtlasAI answers the same questions across every contract of the data room, with a citation in each cell.
- Key datesAtlasAI tracks exclusivity, signing and closing dates as key dates of the deal and notifies the deal team inside the reminder window.
- Workflows on stage changesAtlasAI starts a published workflow on each stage change, such as the diligence request list when a deal enters diligence.
Related pages
Practice management
Matters, client intake, time, billing, workflows and reports on the knowledge graph of the firm.
Read more
Private equity
Data room review, risk flags against firm positions and covenant tracking across the portfolio companies of each sponsor.
Read moreAI due diligence
Structured questions across a full data room, risk flags against firm positions and a cited diligence memo for partner review.
Read moreDeal management questions
What is AtlasAI deal management?
AtlasAI deal management tracks every deal of a private equity firm on one board, with the stage, the value, the deal fields, the data room and the activity of each deal.
Who uses AtlasAI deal management?
Private equity firms and the deal teams of law firms use AtlasAI deal management. For a firm with the private equity module, AtlasAI shows the Matters hub as Deals.
How does a deal relate to a matter?
A deal is the AtlasAI matter object read as a deal, so each deal includes the tasks, key dates, contacts, documents, time and reports of a matter.
Can AtlasAI read the data room of a deal?
Yes. AtlasAI indexes every document the deal team uploads or connects from iManage or SharePoint, and cites the source passage for every answer.
Does AtlasAI track deal stages?
Yes. The deal team moves each deal through the stages of the firm, and AtlasAI applies the stage rules and logs each change on the activity timeline of the deal.
Which plan includes deal management?
AtlasAI Professional includes deal management at $99 per user per month, with a minimum of 5 users. Every plan starts with a 3-day free trial on one matter.