Everything your integration needs
From Day 1 planning to full synergy realization — one platform your whole team will actually use. Purpose-built for M&A, not adapted from generic project management.
Core Platform
Project Tracker
Manage workstreams, milestones, and tasks with RAG status across your entire integration portfolio. Work plans with hierarchical task management, drag-and-drop reordering, and real-time collaboration.
Synergy Modeling
Build cost and revenue synergy models with waterfall charts, scenario analysis (base/bear/bull), and monthly actuals tracking. Track YTD capture against targets.
Executive Reports & Dashboards
One-click executive dashboards with milestone progress, open risks, and synergy capture. Export to PowerPoint or generate AI prompts for Gamma.app presentations.
Project Roadmap
Gantt-style milestone calendars with quarterly/monthly timelines. Add custom date markers (SAP Go-Live, Core Infrastructure) and view consolidated cross-function views.
Planning Status Tracker
Matrix view tracking planning progress across functions with RAG status. See at a glance which functional charters, SmartSheets, and roadmaps are complete.
Risk Register
Track risks, issues, and dependencies with severity scoring, mitigation plans, and workstream assignment. Auto-surfaces in executive reports.
AI Meeting Intelligence
Key differentiator
Live AI Transcript Analysis
Upload Teams transcripts or connect via MS Graph. Claude on AWS Bedrock extracts RAG status changes, missed milestones, risk updates, and synergy realizations — within minutes of a meeting ending.
AI-Proposed Updates
Review a queue of AI-proposed updates with evidence quotes and confidence scores. Accept, reject, or edit — one click to update your project tracker. No more manual meeting minutes.
TSA & Divestiture (Carve-Out)
Key differentiator
TSA Exit Tracker
Full TSA component tracking with Complete/On Track/At Risk status, program risk flags, cost estimates, notice periods, and auto-calculated notice warnings. Matches the spreadsheet format your teams already use.
Walk the Walls
Visual TSA exit planning boards per function — the exact format used in war-room style divestiture planning. Color-coded dependency grouping, sub-component grids, and overview panels.
TSA Executive Dashboard
Automated executive summary with per-function completion percentages, financial tracking (original/exited/current costs), and point-in-time snapshots for tracking changes over time.
Functional Charters
Structured charter templates per function: scope, integration objectives, achieving "complete" criteria, key assumptions, quick wins, issues & risks. Plus key workstream initiative tracking.
Security & Infrastructure
Enterprise-Grade Security
Row-level security in Postgres isolates every tenant. Credentials in AWS Secrets Manager. Hosted on AWS with Cognito auth, passkey support, and mandatory TOTP MFA.
PowerPoint Export
Generate branded PowerPoint reports from any project dashboard — title slide, KPIs, workstream status, timing charts, risk tables, synergy capture, and planning progress.
See it in action
Start a free trial or book a demo to see how Atlantic M&A can transform your next integration.