From deal documents to reviewed findings.

Bring evidence, financial checks, information requests and team review into one diligence workspace. Zylox helps your team understand what the documents show, what is missing and what needs attention next.

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Workflows built around your firm

Diligence workflows for your deal room.

Workflows Built Around Your Firm

Turn your firm’s checklists and review steps into reusable AI workflows. Prepare findings, organise questions and keep the team’s work consistent across each engagement.

Findings Connected to the Evidence

Review findings alongside the documents and figures that support them. Keep open questions and reviewer decisions connected, so your team can see what is known and what still needs investigation.

From Findings to First Draft

Turn selected deal documents and findings into draft investment committee memos and diligence reports in your firm’s format. Keep source references and information gaps visible for your team to review and refine.

Bring the work behind every deal together. Turn your firm’s knowledge into its next advantage.

Questions, findings and source evidence

Get to the finding. Go straight to the source.

Ask focused questions about the deal materials and inspect the evidence behind the response. Open the relevant document page or spreadsheet cells alongside a finding, so your team can check the figures, understand the context and record its assessment.

Keep the observation, supporting evidence and reviewer’s reasoning together.

  • Questions across deal documents
  • References to supporting sources
  • Document pages and spreadsheet cells
  • Review notes and next actions

Drafting with agents

From deal documents to a structured first draft

Less time drafting. More time on the detail.

Zylox agents turn selected deal materials and findings into draft investment committee memos and diligence reports, following your firm’s template. Supporting citations and clearly flagged gaps give your team a starting point to review, refine and make their own.

Automated workflows

Workflows built around your firm

Your process. Less manual work.

Turn your firm’s checklists, review steps and reporting templates into reusable AI workflows. Zylox agents handle the repetitive tasks across your deal documents, preparing findings, questions and draft materials for your team to review.

Shared workspaces

Keep Your Deal Team Connected

Zylox brings deal teams, clients and advisers into one AI-powered workspace. Keep documents, findings and discussions connected, with permissions that control who can access information and share outputs.

Your Deal Information, Connected

Bring documents from supported data rooms, internal systems and research sources into one workspace. Put your deal information and firm knowledge to work, with less time spent gathering files and switching between tools.

Your Documents and Knowledge

Data Rooms

Document Repositories

Financial Models

Contracts

Board Packs

Research Reports

Public Filings

Transcripts

Deal History

Internal Systems

Web & News

Emails & Notes

AI Built Around the Way Your Firm Works

Connect Your Existing Tools

Connect supported data rooms, document repositories and internal systems. Bring deal information and firm knowledge into one workspace, alongside the tools your team already uses.

Workflow Library

Choose from a library of reusable workflows for diligence, analysis and reporting. Automate repetitive steps across your deal documents and prepare findings, questions and draft materials for your team to review.

Support from Setup to Everyday Use

Structured onboarding, workspace configuration and team training support a focused rollout. Dedicated implementation support helps your firm move from initial setup to everyday use.

Models Tailored to Your Firm

Custom-trained language models support your firm’s financial terminology, transaction workflows and output requirements. Training uses explicitly approved datasets, with performance evaluated against agreed quality standards.

Access and Sharing Controls

Document-level permissions and activity records provide control over sensitive deal information. Define who can access documents, contribute to reviews and share outputs across each workspace.

Flexible Deployment

Dedicated cloud and VPC deployment options accommodate your firm’s infrastructure and security requirements. Hosting, data access and operational responsibilities are agreed before deployment.

Security

Built Around Your Firm
Designed for Sensitive Deal Work

  • Workspace privacy & permissions
  • Dedicated deployment options
  • Controls for sensitive deal information
  • Security initiatives in progress
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SOC2 IIIn progress

ISO 27001In progress

GDPRIn progress

What teams say about Zylox

“We spend less time searching through documents and more time working out what the findings mean for the deal.”

What teams say about Zylox

“Being able to trace a finding straight back to the source makes review so much easier. We can check the reasoning without repeating the work.”

What teams say about Zylox

“Everyone knows what’s been reviewed, what’s missing and what needs attention next. That makes a real difference when deadlines are tight.”

What teams say about Zylox

“Zylox takes care of the groundwork and gives our team more time to investigate the issues that need our judgement.”

What teams say about Zylox