For PE Operating Partners and Portfolio Operations
Author the integration and value creation playbook once at fund level — deploy it across every portco. Roll-up reporting from live project data. No more chasing portco CFOs for slides on Monday morning.
14-day trial · No credit card · SOC 2 Type II in progress · Tenant-isolated by design
What you get when value creation runs on a shared platform instead of 15 different spreadsheet conventions.
Every portco, every integration, every synergy claim — one workspace. Operating Partners see roll-up metrics across the portfolio without chasing portco CFOs for slides.
Author the playbook once at fund level — TSA Tracker, 100-day plan, synergy KPIs, Change Management — then deploy it as a template at every portco. Methodology consistency across the portfolio, configurable per deal.
Investor and Board report types with synergy and deal-value blocks, from live project data. Fund-level LP packs are an Enterprise build (on the roadmap). Stop building the same deck five different ways for IC, board, and LPs.
Each portco gets a tenant for its bolt-on programme. Carve-outs, TSA exits, integration tracking — managed at portco level, rolled up at fund level. Sponsor visibility without sponsor data leakage between portcos.
Each portco lives in its own RLS-isolated tenant. PortCo A cannot see PortCo B. The fund sees aggregate roll-ups via dedicated cross-tenant views — by design, with audit logging on every cross-tenant access.
Concrete workstreams, not abstract claims.
Run the carve-out workstream + TSA exit clock from one workspace. Track every TSA service, due date, and exit cost in real time. Generate Steering Committee decks and IC updates without rebuilding slides.
Spin up an integration project under the platform portco tenant in minutes. Reuse fund-level TSA and 100-day templates. Track synergy realisation against the underwrite without spreadsheet sprawl.
Change Management module covers cultural integration, comms cadence, leadership alignment, and adoption tracking. Map sponsor expectations to delivery without management consulting markup.
Operating Partner pulls a portfolio-wide value creation report on Monday morning across every active portco. Same data backbone, no manual chasing.
Pro Plus for the active operating partner. Enterprise for the full Operations Group with LP reporting.
$43,750/yr
Up to 12 users · 5 active projects
Best for: an operating partner running one platform portco's bolt-on programme (up to 5 parallel integrations, one workspace)
Custom
Unlimited users · unlimited projects · multi-portco architecture (design partner)
Best for: Operations Groups at funds with 15+ portcos. Per-portco tenant isolation + fund roll-up is an Enterprise design-partner build.
Each portco gets its own tenant. PostgreSQL Row-Level Security enforces tenant boundaries at the database layer. The fund cannot read raw portco transactional data — only roll-ups exposed via dedicated cross-tenant views, with audit logging on every cross-tenant access. PortCo A cannot read PortCo B under any circumstance.
Partly, today. You can capture diligence notes and seed the integration risk register from DD findings, and pre-close work flows into the post-close integration project with no replatforming. The full buy-side deal pipeline (screening, target tracking, IC pack assembly) is the Independent Sponsor module, still maturing.
Standard rollout sequence: 1) Fund tenant + roll-up architecture (weeks 1–2). 2) Top-3 active portcos onboarded with existing-deal migration (weeks 3–6). 3) Remaining portcos rolled out in waves (months 2–3). 4) LP reporting templates configured (month 3). Dedicated CSM throughout.
No. Atlantic M&A explicitly does not build composite go/no-go scores or auto-recommendations on deal data. Atlantic Intelligence supports analysis, methodology coaching, and reporting — IC decisions stay with humans. Data presentation only.
No — it complements it. Atlantic M&A is the operational and integration backbone (the 'what got done' layer). Portfolio monitoring tools cover the 'what is the position worth' financial layer. Integration with portfolio monitoring stacks is on the Enterprise roadmap.
Pro Plus gives you up to 5 active projects and 12 users in one workspace. That fits one platform portco's bolt-on programme (several integrations in parallel), or a handful of small concurrent integrations. Each portco in its own isolated tenant, with automatic fund-level roll-up across them, is the Enterprise (Fund) model, currently a design-partner build.
14-day free trial on Pro Plus · Talk to sales for fund-level Enterprise rollout. SOC 2 Type II in progress · 75 patents filed.
