1. Start
Day 0
Execute the clear moves.
Day 1 comms, key-talent retention, contract review. Core system migration, cross-sales, cost synergy. The big rocks are clear from the deal thesis.
A new category
Agentic Transformation OS — what it is, why it's different
AI agents do the structured work of your transformation team (work plans, governance, stakeholder briefings and board reports) and keep it current from your meetings. One platform for M&A integration and divestiture, value creation, business transformation, agentic transformation and cloud migration.
Chapters
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. Your language, 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.
The plan was never the source of truth. The meetings were.
Most programme software is a system of record. People do the thinking in Word, the planning in Excel and the deck in PowerPoint, then re-key the result so the tool can report on it. The plan is out of date as soon as the next meeting ends. Nothing goes in without someone typing it, and nothing comes out without someone asking.
AtlanticM&A is a system of record and a system of work. The documents and the transcripts live here like anywhere else, but so does the doing: charters are written in it, the work plan is built in it, and meetings update it. Reporting becomes a by-product of the work, so the AI is always acting on what is actually true.
Every AI feature in AtlanticM&A draws on the same connected picture of your programme. What one agent learns from a meeting, every other part of the plan can use. You cannot get to that picture by templating Asana. The pieces it would need are not there.
How it works
Agents read the whole project, then write the work.
Everything in the project is a linked record: a risk tied to the milestone it threatens, a synergy to the stakeholder who owns it. What arrives (the brief, documents, meeting transcripts, email, data) is read against those links, and agents work across them, not inside one list.
So when the steerco pack says a synergy is at risk, you can follow the line down to the RAID entry behind it and the history of changes to it.
And the sponsor does not wait for the meeting. They ask Claude Desktop, or any MCP client, for the latest steerco pack and get it built from live project data.
- Input
- Project record
- Agent (named example)
- More agents, not named here
- Output
- MCP gate: what the sponsor can reach, and nothing more
- Person, and the layer they work on
- Live read of project records
- One steerco pack, traced to its sources
Sponsor
Pulls the latest pack at any time, and reads the live plan and RAID
Steering committee
Receives the pack and makes the decisions
PMO
Runs the programme, with agents augmenting and automating the work
Project team
Runs meetings, uploads documents, writes the brief and keeps the records
Sponsor
Pulls the latest pack at any time, and reads the live plan and RAID
Steering committee
Receives the pack and makes the decisions
PMO
Runs the programme, with agents augmenting and automating the work
Project team
Runs meetings, uploads documents, writes the brief and keeps the records
Why this category had to exist
M&A integration, divestiture, transformation, and cloud migration share a structural shape that no horizontal software category fits.
The methodology is institutional, but its origin is academic research and practitioner common sense, packaged by Big 4 firms over decades and operationalised through engagement after engagement. They rent it back to clients per deal. The work itself is project-bound, every deal has its own stakeholders, services, sequencing, and timeline. The volume is bursty, a corporate dev team runs three deals one year and one the next.
For decades, practitioners have stitched together horizontal project management (Smartsheet, Asana, MS Project) for task tracking, plus rented methodology and labour from advisory firms one engagement at a time. There has never been a software category built for the actual shape of this work.
AtlanticM&A is.
Who keeps the capability
Agents can cut the time spent on many core transformation tasks by 35 to 40 per cent (McKinsey, 2026), so the pyramid that justified a premium day rate is shrinking. If that capability is rented from a consulting firm's own platform, the premium stays. With AtlanticM&A the company keeps its data, its processes and the capability to run the next programme, and pays per project.
Why this mattersFive layers, from storing files to signing off the number
Most tools cover the first one or two. AtlanticM&A covers all five. Each one only works if the one beneath it is real, which is why an agent bolted onto a task list does not behave like an agent reading a project.
What it does
Who else does this
- 5AssuranceAttest
What the AI proposed sits beside what a person approved. Every figure shows its source. Who knew what, and when, is on the record, to insider-list standard where a project demands it. At the end there is one number, and a person signs it off.
Who else does thisNobody else.
- 4AgentsExecute
Ask the project a question and get an answer from its own data. Steering decks build themselves. Trackers draft themselves from source documents, such as a services contract. Before a conversation you are briefed on who you are about to speak to and what they last heard. A dependency that bites on Day 90 shows up on Day 30.
Who else does thisPartly: some generate decks or answer questions, but none drafts the plan or updates it from meetings.
- 3WorkDo
Charters and work plans are written here, and workstream leads record delivery as it happens.
Who else does thisNobody else. This is the dividing line.
- 2StructureRelate
Who owns each workstream, who depends on whom, and the risks attached. Commitments with a hard end date carry their clock, from a transition services agreement to a data centre exit. Every benefit keeps its line from the number promised to the number banked, whether it is a synergy, a cost reduction or a migration saving.
Who else does thisM&A and transformation platforms, in their own shape; general project tools, generically.
- 1RecordStore
Documents, data room (beta) and meeting transcripts. Transcription is bought from a specialist rather than built here, and we would rather say so.
Who else does thisEveryone: file shares, chat tools, data rooms.
A chatbot answers when you ask. Agents work as the project changes.
Several M&A and transformation platforms have added an AI chat panel. That is useful, but the software underneath still holds tasks and documents, and nothing happens until someone types a question.
| Project tool with a chatbot | AtlanticM&A | |
|---|---|---|
| When the AI works | When you ask it something | Whenever the project changes |
| What you get | Answers and summaries | Briefings, steering decks, tracker drafts, dependency maps, updated plans |
| When you take on more programmes | You add consultants | The platform takes the extra work |
| How a draft gets made and checked | One person prompts, pastes in what they know and copies the answer out. Each redraft starts again. | Inputs arrive and outputs go out without copy-paste, and the AI redrafts as often as needed. The team checks one shared draft against the whole project. |
Where each product stops, after close
The five vendors the comparison page names, placed on the rings. This is the phase after the deal closes, which runs for twelve to twenty-four months and carries the money. Before close is a different market: sourcing, diligence and the data room belong to the deal-lifecycle vendors, and we start where the deal becomes work. Every vendor below claims integration. The field thins the moment you ask which of them the work is actually done in, rather than reported into afterwards.
| Product | 1Record | 2Structure | 3Work | 4Agents | 5Assurance |
|---|---|---|---|---|---|
| AtlanticM&ATranscripts bought as an API, deliberately not built | Reaches | Reaches | Reaches | Reaches | Reaches |
| ConductorStrategic programmes. Generated steering decks and questions over programme data | Reaches | Reaches | Not described | Partial | Not described |
| DealRoomClaims integration. Its MCP carries the deal and the diligence, not the work plan | Reaches | Reaches | Not described | Partial | Not described |
| ShibumiPortfolio governance at enterprise scale | Reaches | Reaches | Not described | Not described | Not described |
| MidaxoIntegration execution, synergy tracking, playbooks | Reaches | Reaches | Not described | Not described | Not described |
| DevensoftIntegration execution across deal types | Reaches | Reaches | Not described | Not described | Not described |
| Smartsheet, Asana, MS ProjectHorizontal PM: tasks, not TSA services with a clock | Reaches | Not described | Not described | Not described | Not described |
| SharePoint, Teams, the VDRWhere the files live, and nothing above that | Reaches | Not described | Not described | Not described | Not described |
Or do it yourself
Three other paths a practitioner can take instead of subscribing. Same framework as above, applied to the routes you might actually be weighing.
| Excel + PowerPoint | + AI Desktop | Local LLM Clone | AtlanticM&A | |
|---|---|---|---|---|
| Mental model | Practitioner does the work. Tools record it. | Practitioner does the work. Chat-paste is a faster typewriter. | Practitioner runs a frozen, lower-quality clone on one laptop. | Agents read the connected picture of your project and act on it. |
| AI surface | None. | A chat window per person. Projects and connectors help, but it acts when asked, not when the project changes. | Local prompt box. No live triggers. Llama-class quality on a consumer laptop. | Agents on every surface, running continuously, not on prompt. |
| Data model | Disconnected files. Every workbook bespoke. No relations. | Same files. Each person's AI sees what that person gives it or connects it to; nothing ties one person's context to another's. | Files on one laptop. No multi-stakeholder state. Software frozen at install. | Transition services, benefit claims, the stakeholder map, the wave plan, risks and issues, and the early signs of resistance, all related to each other. |
| Solo or team | Solo. One person's files, every redraft by hand, review by email attachment. | Solo. Redrafts are cheap, but the AI sees only what one person pasted, and colleagues see the answer, never the context behind it. | Solo. One laptop, one person's context, inputs uploaded by hand. Nobody else can check the work. | Team. Redrafts are cheap and automatic, inputs and outputs flow without copy-paste, and everyone checks the same draft against the project's shared context, with an owner and an audit trail on every change. |
| Meeting capture | Manual notes → manual transfer. | Copy-paste transcript into chat; copy-paste answer back into the deck. | Manual upload from a notetaker into the local LLM. No webhooks, no calendar sync. | Teams and Zoom transcripts arrive after each call, and a notetaker can join live; both are analysed into the same connected picture. |
| Audit + compliance posture | None. | Enterprise plans add data controls, but the programme has no audit trail: who moved a date or approved a synergy sits in individual chats. | None. No audit log, no encryption-at-rest, no RLS. Procurement-fail at first enterprise prospect. | SOC 2-aligned controls, audit log on every mutation, KMS encryption, RLS-isolated tenant data. |
| Client handoff | A folder of files. | A folder of files plus a chat history the client cannot access. | Nothing transferable. The project lives on the practitioner's hard drive. | One-click handoff to client tenant, they inherit the project, audit trail, decks, transcripts. |
| Year-1 cash cost | ~$180 | ~$420 | $5,680-21,180 | $1,200 a month for one project on Independent, billed monthly with no annual commitment. Commit for a year and it is $12,000: 2 months free. |
| What scales with project volume | Adding hours. You staff up. | Adding hours. You staff up faster on the typing parts. | Doesn't. One laptop, one practitioner, one project. | The platform. Run more projects without staffing up to match. |
Work it out yourself
What your transformation capacity is actually worth
Five models, one for each kind of firm we work with. Put your own numbers in and move any assumption you disagree with. Every input says where its number came from.
What is moving delivery in-house worth?
Advisers are essential early and expensive late. This estimates what your team taking delivery on is worth across every program you are running.
2
Your figureOnly you know this one. Change it to match your firm.
$50,000,000
Your figureOnly you know this one. Change it to match your firm.
5%
Your figureOnly you know this one. Change it to match your firm.
12
Your figureOnly you know this one. Change it to match your firm.
15%
Our estimateWhat we believe our effect is. Not yet independently validated, so treat it as a starting point and move it.
On these assumptions
- Advisory spend displaced a year
- $750,000
- Displaced on one program
- $375,000
- Advisory spend on the programme
- $2,500,000
What one program displaces, spread across its length, multiplied by the programs running at once.
Advisory spend on the programme, multiplied by the share your team takes on.
Programme budget multiplied by the share spent on advisers.
An estimate, not a quote. It uses your numbers and our assumptions, both shown above, so you can check every figure. Nothing here is a commitment and none of it leaves your browser.
Recommended plan
Firm
$36,000 a year
Returns 20.8× its cost
Your numbers imply 2 concurrent projects, priced here as Firm with 3 active projects. If you need data residency, buying by invoice or AWS Marketplace, or your own contract terms, that is Enterprise.
This is an estimate, not a quote, and nothing you type leaves your browser. The figures marked as our estimate are what we believe our effect is and are not yet independently validated, which is why you can move them. If you want us to run it against your actual portfolio, we would rather do that than argue about the assumptions.
Execute. Augment. Compound.
Post-deal is about execution, not planning. The major moves, core system migration, cross-sales attainment, cost synergy, are already clear from the deal thesis. Detailed planning is emergent, refined as data arrives from the integration itself. The platform is built to do this work, not to only predict and check it.
Projection-only tools end at Day 0.
Day 1-100 plans claimed beyond this point are point-in-time projections that go stale by Day 14. Without meetings feeding the plan, anything past Day 0 is a snapshot, kept alive only by manual updates that don't scale.
2. Operate
Day 1-100
Augment and automate the team.
The platform writes briefings, ingests transcripts, generates decks, surfaces dependencies. AI does the work that doesn't scale. The team executes.
3. Adapt
Continuous
The plan emerges from the data.
Every meeting, from Teams, Zoom or a notetaker on the call, comes back as proposed updates to tasks, dates, owners and risks, and your team accepts what stands. Static projections go stale by Day 14. A plan your meetings keep updating doesn't.
4. Track
Per deal
Synergies, underwrite-to-realised.
Every deal captures synergy claims from thesis to realisation. Shipped today, not vapour. Closes the loop most M&A tooling leaves open.
5. Compound
Across deals
Estimates get smarter with every transaction.
Each deal teaches the platform. Future synergy ranges, dependency patterns, change-resistance signal, all improve. Static frameworks can't replicate this without the data they don't have.
Snapshot
Both projection tools and the platform produce something here
Continuous execution + automated ingestion + compounding history
Only the platform operates past Day 0
The major moves are clear from the deal thesis. What the platform provides is the operating layer that executes them, augments the team, and gets smarter with every transaction.
What it does from day one
- Build a plan made for your programme, not a template. AI Power Build starts from your strategy documents, or whatever context you give it, and works from first principles to write a playbook for this integration, transformation or migration. No more forcing a generic template to fit.
- Ask the project. "What is the biggest risk on this project and what are we doing about it?" The answer draws from your risk log, workstreams, synergy tracking and recent meetings.
- Build the steering committee deck from live data, in your own slide template, and have it sent fresh five minutes before each meeting.
- Turn a contract into a tracker. On a carve-out, for example, AI reads the transition services agreement (TSA) and creates the work plan, exit dates and service levels.
- Find the critical path in seconds on any programme, including the route to TSA exit, with Virtual Walk the Walls™, so slippage shows up before it spreads.
It gets better with every programme
Each programme teaches the platform. Benefit ranges, dependency patterns and early signs of resistance get sharper on the next one, without your data ever leaving your account. For a serial acquirer, a PE portfolio or a transformation office running one programme after another, that is an advantage a one-off consultancy engagement cannot give you.
The mechanisms behind this are new, and we have filed 75 patent applications to protect them: agentic project navigation, voice-driven stakeholder coaching, TSA bootstrap, cross-deal pattern surfacing, data-to-deck generation that preserves your own slide template, Wave Plan sequencing, and Cadence Centre.
What this approach has delivered
About 50% fewer work hours and 30% shorter projects
on a nine-company integration programme for a private equity portfolio, run over two years, using the methodology now built into AtlanticM&A.
See it on your own programme
Try the demo in your browser with nothing to sign, or start a 14-day trial with your own project. Evaluating for a team or portfolio? Book a 30-minute walkthrough.