The plan starts from the document, not a blank page
Point it at the signed agreement and it produces the work plan, the exit triggers and the SLAs from the contract terms — the reading that normally costs an analyst a week.
TSA TrackerAtlanticM&A — project type
Put agents in the operating model. Not beside it.
Most AI programmes bolt a tool onto the side of the work and call it transformation. This is the project type for changing how the work is actually run, reviewed and approved — planned, sequenced and reported like any other transformation, because it is one.
The platform is the worked example
Everything below already runs this way inside AtlanticM&A. That is the argument for the project type: you are not buying a slide about agentic operating models, you are running your programme on one.
Six places an agent replaces a handover
Each one is a point where work used to stop and wait for a person to move it. Pick the ones that matter to your programme; they run on the same project state.
The report builds itself from project state
Live data to a branded deck in minutes. Not assembled from a PowerPoint upload, and not a person re-typing last week's numbers into this week's template.
Report CentreThe meeting gets the current version, unasked
The refreshed render arrives five minutes before each Steering Committee, and it uses no AI Refresh credits.
Cadence CentreThe plan answers questions out loud
'What is the biggest risk and the mitigating actions?' — read across RAID, workstreams, synergy variance and meeting commitments, answered in seconds rather than chased round four owners.
VoiceDay 90 dependencies surface on Day 30
Virtual Walk the Walls calculates the critical path across workstreams, so slippage is visible before it cascades instead of after the date is missed.
Change ManagementIt learns across deals without exposing one
Pattern recognition operates at population level. Your pipeline, your stakeholders and your synergies stay isolated to your tenant.
Atlantic IntelligenceThree plans for agentic transformation work
One operating-model programme fits Independent. Several running at once usually start on Firm, and a transformation office rolling this across the group runs on Enterprise.
Independent
For independent consultants, interim managers, independent sponsors and small corporate development teams.
from$1,000/ month
billed annually
Firm
For consultancies, private equity firms and mid-market corporate development teams running several programmes at once.
from$3,000/ month
billed annually
Enterprise
For private equity portfolios and global corporate development, with the security, contract and procurement terms they require.
from$56,000/ year
billed annually
Common questions
That page argues the category: what an Agentic Transformation OS is and why it is not project management software with a chatbot attached. This page is one of the six project types you can run on it — the one whose subject is the operating model itself. Every project type here runs on that substrate; this is the one that is also about it.
No, and the difference is what you are changing. A digital or operational transformation changes a system or a process and the operating model absorbs it. This one changes the operating model — who decides, what gets reviewed, where a human is required and where an agent is sufficient. The plumbing is shared; the subject is not.
Then start with the reporting line, which is where the least judgement sits and the most re-typing does. Nothing here requires an agent to hold a decision. Where one proposes rather than records, it is shown as a proposal and somebody accepts or dismisses it.
Yes. Project types are separate projects on the same platform, so an integration and an agentic-transformation programme sit side by side with their own workstreams, RAID and reporting, and roll up together for the board.
Running it yourself
This is your programme.
Your workspace, your team, your governance. Work plans, RAID and the steering pack live where the people doing the work already are.
Delivering this for a client?
Run it here, then hand it over.
Same methodology, same quality, one consultant. When the engagement ends, transfer the project to the client account: they keep the method, the history and the reporting, not a folder of final documents.
See how independents use itChange how the work is run, not what it is called.
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