By a practitioner, for practitioners
The Agentic Transformation OS.
It both augments and automates the work of the transformation team. Work plans, governance, stakeholders and reporting in one place, with a live value bridge that moves as the work does.
No credit card required · Cancel any time · SOC 2 Type II observation underway · 75 patents filed
A half-page brief becomes strategic direction, charters, a work plan, a roadmap and a critical path in about four minutes.
Read the transcript
Transcript of the film
0:00The work plan was never the source of truth
Advances in AI have created the opportunity to build a system of work for transformation projects. The work plan was never the real source of truth. The real source of truth has always been the meetings, where problems are discussed, argued and solved. We can now capture those conversations, build the plan from the context you already have, and spin up agents to model the decisions. This is the first system of work that both augments and automates the work of your transformation team.
0:28A half-page brief is all it takes
Six project types. Integration, divestiture, value creation, transformation, agentic transformation, cloud migration. They all follow the same shape. Pick one, and a half-page brief is all it takes. Industry, size, horizon, and what the deal is for.
0:45One click, and it starts work
One click. The AI drafts strategic direction, every charter, the work plan and the roadmap. Every line is yours to change.
0:54Strategic direction, functions, charters, work plan
Four minutes later, every step is ticked. Strategic direction. Every function, with its charter. And the plan underneath them. Not a template. Written for this deal.
1:05A work plan that was not there ten minutes ago
The work plan. Every workstream, broken down, in sequence. And it keeps going. Not a playbook from someone else's deal. That is their work product, and it never quite fit yours anyway. This one was written for this deal.
1:19And a roadmap they can take to the steering committee
And a roadmap you can take to the steering committee on Monday morning.
1:24The critical path, without the ballroom
And this is Walk the Walls. The algorithm and the AI find the critical path while you watch. No hotel ballroom. No sticky notes and string. Every workstream graded, every section ranked, and the critical path marked. So you know where to start, and the sequence that finishes the work fastest. Your teams can begin today.
1:48Built by a practitioner
Built by a practitioner who understands how things actually get done. Big Four consulting and C suite portfolio experience, embedded in the software, so you stop paying for a pyramid of junior staff and pay only for the advice you value. Fifteen languages, enterprise security, and this is what it looks like across a whole portfolio. Start a free trial whenever you are ready. And if you would rather ask a question first, write to me. I answer my own email.
Built for the way M&A actually gets delivered
Certifications, filings and independent assessments
A new category, not a feature add-on.
Three different mental models. Three different things you actually buy.
Horizontal PM Generic project tracker Smartsheet, Asana, MS Project, Monday | Vertical PM with assistant PM with a chatbot Vertical M&A platforms with chatbot features | New category Agentic Transformation OS AtlanticM&A | |
|---|---|---|---|
| Mental model | Passive ledger. Humans do the work; the tool records it. | User prompts; tool answers. AI is an interface to the data already there. | Agents read a project-specific contextual web and act on it. |
| AI surface | None, or a generic LLM bolted on. | A chat box. User-initiated. | Agents on every surface — briefings, decks, voice, dependency mapping, cadence delivery — running continuously, not on prompt. |
| Data model | Tasks, owners, dates, RAG. | Same + uploaded documents the chatbot can summarise. | Domain primitives — TSA services, synergy claims, stakeholder graph, Wave Plan, RAID, change signal — all related. |
| Scales with project volume by | Adding hours. You staff up. | Adding hours. You still staff up. | The substrate. Run more projects without scaling the consulting pyramid. |
Deal number two starts where deal one finished.
Pick your path
AtlanticM&A meets you where you are — from solo independent to Fortune 500 transformation office.
What you can run on it
Eleven programme types. Three of them involve a deal.
The same work plans, governance, stakeholders and reporting underneath each one.
Deal-led
3A transaction starts the clockIntegration
Two companies become one. Workstreams, synergies and Day 1, tracked from signing.
Sell-Side Divestiture
Separate a business and exit the TSAs, with stranded cost visible from the start.
Buy-Side Divestiture
Buy a carve-out and stand it up, with the TSAs you inherit mapped to an exit.
Transformation
6No deal requiredCost Reduction
A cost-out programme with the savings tracked to the P&L, not to a slide.
Value Creation
The value creation plan, with every initiative linked to the bridge.
Digital Transformation
A digital programme run as work, rather than as a roadmap that ages.
Operating Model
Redesign how the organisation runs, and track the change through to the new shape.
Cultural Change
Behaviour change with named owners, on the same cadence as everything else.
Agentic Transformation
Put agents into the operating model, and govern what they do.
Cloud migration
2No deal requiredAWS Migration
A MAP-aligned migration, with waves, dependencies and the landing zone tracked.
Azure Migration
The Cloud Adoption Framework programme: assess, ready, migrate, modernise.
Everything your delivery needs
From deal screen through Day 1, transformation execution, and AWS Cloud Migration funding — one platform across the full lifecycle.
Project Tracker
Manage workstreams, milestones, and tasks with RAG status — all audited. See at a glance what's red before your sponsor meeting.
Report Centre — data to deck
Pixel-perfect corporate decks generated from live project data — Steering Committee packs, integration scorecards, synergy realisation reports. Refreshed in minutes, not days. Custom slides via PowerPoint upload + your chrome.
Synergy Modeling
Build cost and revenue synergy models with waterfall charts, scenario analysis (base/bear/bull), and monthly actuals tracking.
Stakeholder Co-Pilot
Persistent, voice-enabled co-pilot for every stakeholder in your deal. 90-second briefings, suggested engagement strategies with a tried/worked feedback loop, cross-stakeholder voice queries. Patent-pending.
Conversation Intelligence
Upload meeting transcripts, or connect Teams and Zoom directly. AI extracts proposed updates — you review and apply in one click.
Enterprise Security
Row-level security in Postgres isolates every tenant. Credentials in AWS Secrets Manager. Hosted on AWS with Cognito auth.
AtlanticM&A Intelligence
A full contextual web of the project — workplans, stakeholders, meetings, synergies, RAID — that every AI surface reads to augment and automate the work. Bedrock-hosted, tenant-isolated, audit-trailed.
Cross-Border Multi-Language
Teams work in their home language while keeping every stakeholder updated in theirs. 15 languages with AI-powered translation for project data, meeting intelligence, and reports.
From meeting to action in minutes
Your Teams calls are full of decisions, blockers, and synergy updates. We capture them so nothing falls through the cracks.
Connect your stack
MS Teams, Zoom, email, AWS Migration Hub — connected once, signal flows in continuously.
Agents do the structured work
Briefings, decks, synergy models, MAP funding bundles, stakeholder strategies — generated from live project state, not assembled by hand.
Review and ship in minutes
Every output carries an audit trail, confidence scores, and source citations. Accept, edit, or override — your judgement, with the structured work compressed.
Two ways in
Look around first. Then bring a real project.
Five interactive demos run in the browser with nothing to sign. When you want to use your own numbers, the trial is fourteen days and takes no payment.
Demos need no sign-up and save no data. The free trial needs no card.
Simple, transparent pricing
Start free for 14 days. No setup fees. Cancel anytime.
Independent
For solo interim managers and independent consultants
$500/mo
- 1 active user, 1 active project, 25 stakeholders
- Full TSA, Day 1, Synergy, 100-day templates
- Atlantic Intelligence — 250 queries/month
- Report Centre — 3 refresh credits/day
- Unlimited AI work plans, risk register, methodology
- Custom-branded outputs (your brand)
- Multi-language UI (15 languages) + 500k chars/mo translation
- Project transfer with data sanitisation (hand-off or template extraction)
- Manual transcript upload + AI analysis
- 14-day free trial
- Pause mode — $125/mo between engagements
Independent Plus
For power-user interim consultants — full augmentation and automation
$1,250/mo
- 1 owner + 5-guest workstream pack
- 2 active projects, 50 stakeholders
- Everything in Independent, plus:
- Zoom & Teams direct integration
- Live AI Meeting Intelligence
- Calendar sync (Outlook/Google)
- Atlantic Intelligence — 500 queries/month
- Report Centre — 5 refresh credits/day
- Project archive retention — 12 months
- Change Management module included
- Stakeholder SimulationBETA
- Custom AI assistant naming
- White-labelled platform UI
- Multi-language UI (15 languages) + 2.5M chars/mo translation
Pro
For mid-market corporate dev teams and small consultancies
$2,625/mo
2 months free on annual
- 7 users (hard cap)
- 3 active projects, 75 stakeholders
- Everything in Independent Plus, plus:
- Atlantic Intelligence — 2,000 queries/month
- Report Centre — 10 refresh credits/day
- Project archive retention — 24 months
- Email OAuth tracking
- Custom subdomain
- Co-brand option
- Email + chat support
- Multi-project portfolio view
- Cross-project search and analytics
- Multi-language UI (15 languages) + 10M chars/mo translation
- Change Management module — upgrade to Pro Plus to include
Pro Plus
For larger consultancies and mid-market enterprise
$4,375/mo
2 months free on annual
- 12 users base (+ add-on packs of 5 at $1,250/mo)
- 5 active projects base (+ project packs at $625/mo)
- 125 stakeholders base (+ stakeholder packs of 25 at $125/mo)
- Everything in Pro, plus:
- Atlantic Intelligence — 5,000 queries/month
- Report Centre — 25 refresh credits/day
- Project archive retention — 36 months
- Change Management module included
- Stakeholder Simulation
- Portfolio roll-up reporting (multi-project, single workspace)
- Priority support
- SSO / SAML
- Executive view dashboards
- TSA multi-entity tracker
- Premium onboarding
- Custom retention audit log
- Multi-language UI (15 languages) + 50M chars/mo translation
14-day free trial · No credit card · One project, one seat · Prices in USD
Enterprise
For global enterprise corporate dev, PE firms, and multi-tenant portfolios. Starts at $50,000/year — contact sales for a custom scope.
One Independent seat per organisation
Independent and Independent Plus are sold as one seat per organisation domain. Multiple seats at the same firm? You want Pro or higher — invite teammates from inside the workspace.
Who built it
Richard Parry
Founder
Oxford · London Business School · IMI, Deloitte, IBM, mars & co · delivering since 1998
My first M&A project was in 1998. I was a young engineer at IMI plc and somebody had to work out which of two overlapping product ranges to keep, so I pulled the sales and cost data out of both companies' systems and wrote the application that answered it. My first M&A project was building software to model a merger. Here we are again.
The plan was never the problem. Keeping the plan current was the problem.
Read the full background
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