Underwrite-grade synergy model
Cost, revenue, capital, and one-time synergy buckets. Per-workstream attribution. Phasing across years 1–5. Sensitivity and scenario builds. Audit trail on every assumption.
Feature · Synergy Modelling
Underwritten in March. Nobody has checked since.
The synergy case is agreed once and then lives in a spreadsheet nobody owns. Here it is tracked quarter by quarter with variance at line-item level, per deal, per portfolio and per workstream, so the question of whether you are actually getting it has an answer between board meetings.
The number you report and the number you modelled are the same number, and it links to the value bridge in Atlantic Deal Value™, an add-on in early access.
Available on every tier from Independent up. No add-on required.
Chapters
Read the transcript
Transcript of the film
0:00The underwrite lives in a workbook
Somebody underwrote the deal and the synergy case went into a committee paper. It has lived ever since in a spreadsheet that three people update by hand.
0:10Bring the one you already keep
You do not have to retype any of it. Bring the workbook you already have, in the format of the software that you already use. We can also work with you to add automated custom integrations to your ERP.
0:25Five categories, twelve buckets, fifteen actuals
Our import wizard reads the targets and the quarterly actuals, and tells you what it found. Nothing is imported until you say approve it.
0:37The underwrite, written
Both the targets and actuals land together. They are now in one model instead of multiple files that nobody reconciles.
0:46The same number, now a model
It now resides securely as project context in the synergy model. The same deal value driver you signed up to, broken into the objectives it comes from, and linked to milestones in the work plan.
0:59And what actually landed against it
This is the column that decides the conversation. Procurement is running ahead of what was underwritten. The branch programme is a long way behind. See it on the project and rolled up to the fund.
Six capabilities, one workspace
From underwrite assumption through quarterly realisation to year-end reconciliation.
Underwrite → realised tracking
Every synergy claim tracked from initial underwrite assumption through quarterly progress to realised. Variance surfaced at line-item level — no hand-waving when the board asks.
Per-deal / per-portfolio / per-workstream views
Sponsor sees portfolio-level realisation roll-up. Operating partner sees per-deal status. Workstream lead sees per-line-item progress. Same data, different lenses.
Scenario comparison
Conservative / Base / Aggressive scenarios for every synergy line. Compare scenarios side-by-side at deal or portfolio level. Used at IC, board, and post-close steering.
Cross-deal pattern library
Synergy patterns from prior deals (anonymised, at population level) surface as suggested templates when modelling new deals. Humans pick the assumption — patterns just bias the starting point.
Sponsor-ready realisation reporting
Investor and Board reporting, IC packs, all generated from live synergy data. Fund-level LP reporting is offered to Enterprise customers as a design partnership. Stop rebuilding the synergy slide deck five different ways every quarter.
Underwrite to realised
What lives on the platform from pre-LOI underwrite through year-end reconciliation.
1Underwrite assumption
Pre-LOI
Build the synergy model that goes into the IC pack. Cost, revenue, capital, one-time. Per-workstream attribution.
2Baseline lock
Post-close, Day 1
Lock the underwrite figures as the realisation baseline. Every claim now has a target and a quarterly trajectory.
3Progress tracking
Quarterly
Each quarter, workstream leads update progress per line item. Variance vs baseline surfaced; sponsor reporting refreshed in minutes.
4Realised vs underwrite
Year-end
End-of-year reconciliation: realised, in-flight, deferred, missed. Lessons-learned feed forward into the next deal's synergy model.
Common questions
No. We do not build composite go/no-go scores or auto-recommendations. Synergy targets come from your underwrite — humans set the number. The platform tracks progress against the target and surfaces variance. Data presentation only.
Patterns surface as anonymised aggregate signal at population level — never raw deal data. 'Manufacturing carve-outs typically realise 60% of cost synergy in year 1' is a pattern; 'PortCo X claimed Y' is not. Tenant data stays in your tenant under RLS isolation.
Yes — role-based view scoping. Workstream leads see their own targets and progress. Sponsor / operating partner sees the underwrite assumptions and roll-up. Configurable per role.
Templates available for typical mid-market integration synergies (cost, revenue, capital, one-time) per industry. Pick a template, edit assumptions, lock baseline. Atlantic Intelligence assists with sense-checking against the pattern library — humans decide.
Yes. Synergy modelling is included on every plan, from Independent up, and covers every active project you run. Cross-portfolio synergy roll-up is on every plan too, in the portfolio view across every project.
Stop hand-waving when the board asks.
14-day free trial. Synergy Modelling on every tier. SOC 2 Type II observation underway · 75 patents filed.
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