Day 1 + cutover
Day 1 plan, cutover sequence, customer/supplier comms, leadership all-hands prep — all live against one shared tracker. No spreadsheet sprawl.
AtlanticM&A — Agentic Transformation OS
Run the integration once. On one backbone. One source of truth.
From sign to TSA exit — Day 1 plan, TSA Tracker, synergy modelling, 100-day playbook, Change Management, board-grade reporting. Same backbone, every deal.
Chapters
Read the transcript
Transcript of the film
0:00You already have a plan
Nobody starts from nothing. There is a plan already. It is in a spreadsheet, three people keep it up, and none of them enjoys it.
0:10Bring the one you already run
So bring that one. Excel, Microsoft Project, or the deal platform you are already paying for.
0:18Six sheets, twenty-five tasks
It reads the sheets and tells you what it found before it writes anything. Six workstreams. Twenty-five tasks. Untick any you do not want.
0:30Twenty-five tasks, six workstreams
Then it is in. Every workstream from a sheet name, every task with the owner and the dates you already had.
0:39The same plan, now live
And now it is not a file. Owners, dates, progress, and the red ones still red, because your own status column came with it. Planning, tracking, dependencies, a Gantt. Nobody retyped a line, and nobody keeps a copy in their inbox.
0:56Built for practitioners
That is the difference between a system that wants your plan and one that wants you to start again. Start a free trial whenever you are ready.
Certifications, filings and independent assessments
75 PatentsFiled and pending
AWS PartnerNetwork member
SOC 2 Type IIIn progress
ISO 27001In progress
Pen TestedIndependent, 2026
GDPRCompliant
FIDO2 / MFAPasskeys + TOTP
Eight pillars on one platform
The institutional methodology that Big 4 firms charge per engagement — running continuously across all your deals.
TSA Tracker + Virtual Walk the Walls
Track every TSA you are consuming from the seller. Cutover sequencing, addendum drafting as scope shifts, dependency mapping — exit each service as your own capability comes online.
Feature pageSynergy modelling + realisation
Track every synergy claim from underwrite → realised. Quarter-by-quarter progress. Roll-up reports for IC, board, sponsor.
100-day playbook
Functional + cross-functional workstreams (IT, HR, Finance, Operations, Legal, Commercial) — templated playbooks, RAID logs, RACI.
Stakeholder Co-Pilot
Persistent co-pilot for every stakeholder. 90-second briefings, AI-recommended strategies with tried/worked feedback loop, voice queries.
Feature pageReport Centre
Steering Committee decks, integration scorecards, synergy reports — generated from live project data, refreshed in minutes, not days.
Feature pageVoice
Voice-driven coaching between meetings. Ask it to brief you on the CFO before your 3 pm, and listen to the answer on your phone.
Feature pageChange Management module
Cultural integration, comms cadence, leadership alignment, adoption tracking — runs alongside the operational integration plan.
Pick the plan for your team
Every core feature is on every plan and you pay per active project. Corporate development teams running several deals usually start on Firm; independent sponsors and solo advisers on Independent.
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
See full pricing for add-ons, account hold, and tier-by-tier feature comparison.
Common questions
Different category. Smartsheet, Asana, and MS Project are passive task ledgers — humans do the work, the tool records it. AtlanticM&A is an Agentic Transformation OS where AI agents read a project-specific contextual web (workplans, stakeholders, meetings, RAID, synergies, TSA, change signal) and act on it. We import existing trackers from Smartsheet / SmartDraw as part of onboarding so live deals stay live.
On Independent, a solo adviser can be up and running the same day, self-serve. On Firm, typical onboarding is 1 to 2 weeks including data import from existing trackers. On Enterprise, 4 to 6 weeks including SSO set up with you, security review, your MSA and DPA, and a named contact.
No. AtlanticM&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 and integration sequencing decisions stay with humans. Data presentation only.
16-language support across project data, meeting intelligence, and reports. GDPR-compliant by architecture. US or UK data residency on Enterprise. Region-specific compliance variants for stakeholder data handling.
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 itRun the playbook yourself, deal after deal.
14-day free trial. No credit card. SOC 2 Type II observation underway · 75 patents filed.