AtlanticM&A — Agentic Transformation OS
Six AI surfaces, six integration capabilities, and five that cut across — every feature reading from the same contextual web of your deal.
0:00Meeting intelligence for every conversation
Every meeting that this project has held is here, transcribed, and with project updates proposed. You can mark a meeting private and exclude it from the list.
0:12The risk is captured and presented for review
During a meeting last week a participant raised the slow treasury integration as a project risk. Nobody needed to write it down because the system did. You can review what was said and the context of what was said both before and after the risk was raised. If you agree that this is a risk you can accept it and if not you can reject it. Nothing here asks you to take its word.
0:37Contextual search identifies the source of the problem
To identify the cause of the risk you can use contextual search to search through all of the project's meeting notes. Not keywords. Ask the question. It goes back through every conversation and finds the morning somebody mentioned the problem, before anybody had decided it mattered.
0:54Who will block it, and why
Now the harder question. Should we migrate treasury or maintain dual platforms for the first year? We spin up agents to model the stakeholders' decision making process. It runs the people: who escalates, when, and who they take with them to arrive at their decision.
1:10The agents come back
This is a frontier use of agentic AI. It is a beta feature, used to augment the transformation professional's work. The run comes back with how these people move, and with steps you can promote or leave. Nothing here decides for you.
1:26Owned, dated, and off your mind
The risk is now automatically captured as a row in the RAID log, with a name against it and a date.
1:34Built for practitioners
The deal sponsor is able to pull the latest live project status pack from their Claude Desktop, on a Sunday. No need to ask for it and no delay. Start a free trial whenever you are ready.
AI surfaces
The user-facing AI capabilities. Voice, briefings, decks, intelligence, and your own assistant — every surface fed from the same project context.
Build a whole project with AI at creation: Strategic Direction, charters and a dated work plan, accepted on your behalf and ready to review in minutes.
Feature page90-second per-stakeholder briefings, voice queries, suggested engagement strategies with a tried/worked feedback loop.
Feature pageAsk the project out loud and hear the answer. Brief on stakeholders, query the work plan, check the RAID log. Tap to speak in your browser.
Feature pageData-to-deck engine. Steering Committee packs, scorecards, synergy reports — refreshed in minutes, not days.
Feature pageA full contextual web of the project — workplans, stakeholders, meetings, synergies, RAID — that every AI surface reads.
Feature pageAsk Claude Desktop, or any MCP client, for the latest Steering Committee pack — built as a PowerPoint from live project data. For sponsors and owners who want the status without a login.
Feature pageIntegration capabilities
The Big-4 methodology layer that you stop renting per engagement. Workplans, exits, synergies, change.
Per-service exit clock, virtual TSA addendum drafting, dependency mapping. From sign to clean exit, on one workspace.
Feature pageUnderwrite to realized, quarter by quarter. Per-deal, per-portfolio, per-workstream views with line-item variance.
Feature pageThe Atlantic Deal Value bridge. Operational and financial value on one live waterfall, updated in real time, validated across 34 public case studies.
Feature pageCultural integration, comms cadence, leadership alignment, adoption tracking — alongside the operational plan, not in a silo.
Feature pageKaplan and Norton’s four perspectives as a live surface. Internal Process populates from your work plan; you enter the rest quarterly.
Feature pageEvery earnout figure, and who stands behind it: sources, corrections with their reasons, and who closed each period, on a record nothing overwrites.
Feature pageCross-cutting
Capabilities that flow through the rest of the platform.
16-language collaboration. Teams work in their home language; stakeholders briefed in theirs. Same source of truth.
Feature pageAuto-distribution lists, meeting scheduling, refreshed decks delivered 5 minutes before the meeting, fatigue-aware length suggestions, focused project calendar.
Feature pageMeetings, calendar, mail and Jira, plus bring-your-own-agent access over MCP — so the record stays current without anyone retyping it.
Feature pageContinue an integration as its value creation plan, fold several deals into one plan, copy, transfer, or start from a template.
Feature pageSign in through your company identity provider (OIDC and SAML), with just-in-time provisioning, domain verification, and MFA delegated to your IdP. Available on Firm and Enterprise.
How sign-in worksAtlanticM&A ships as six products on the same backbone — M&A Integration, Divestiture, Value Creation, Transformation, Agentic Transformation, and Cloud Migration.
Browse products14-day free trial. No credit card. Enterprise SSO (OIDC & SAML) · SOC 2 Type II observation underway · 75 patents filed.