Methodology coaching
Ask anything about M&A integration, divestiture, transformation methodology — TSA design, synergy modeling, change management, stakeholder strategy. Trained on the institutional methodology that makes the platform work.
Feature · Atlantic Intelligence
It shows you the position. It will not tell you what to do about it.
No composite health score, no auto-recommendation, no number you would have to defend in a steering committee without knowing where it came from. What it does instead: methodology coaching, project analysis, capital partner intelligence and drafting, on your own data.
It proposes. You accept. Nothing reaches a record without you putting it there.
Tenant-isolated. Tenant data never used for shared model training.
Six surfaces, one Intelligence backbone
From methodology coaching to capital partner intelligence — the same Intelligence backbone shows up across the platform.
Project analysis support
Cross-stakeholder queries. Workplan gap surfacing. RAID risk pattern matching. Synergy variance analysis. The co-pilot supports analysis — humans drive decisions.
Coming soon
Capital partner intelligence
For Independent Sponsors and PE platforms: curated capital provider list with structure preferences, historical fits, outreach cadence tracking. Coming with the Independent Sponsor module.
Intelligent email client
Inbox-aware AI for deal-related correspondence. Stakeholder context injected automatically; reply drafts respect prior commitments and sponsor visibility constraints. On the Intelligence add-on.
Stakeholder Co-Pilot
Per-stakeholder briefings, suggested engagement strategies with tried/worked feedback loop, voice-driven cross-stakeholder queries. See the dedicated Stakeholder Co-Pilot page for detail.
Cross-deal pattern library
When it is switched on, patterns from prior deals (anonymised, at population level, never raw tenant data) will suggest starting points for synergy modeling, integration sequencing and change management. Humans pick; patterns only suggest.
Included on every plan
Atlantic Intelligence is included on every plan. Queries are fair use that grows with each project you add.
Privacy by architecture
Model invocations contained within your tenant boundary on AWS Bedrock. Tenant data not used to train shared foundation models. When the cross-deal pattern library is switched on, it will use only anonymised aggregate signal at population level, never raw tenant content. Tenant isolation enforced at the database layer, with every change, download and export logged.
Trust portal — full security postureCommon questions
Atlantic Intelligence runs on AWS Bedrock with the most capable foundation models available for each task — methodology coaching, analysis support, embeddings. Model selection is internal; we tune model choice per workload to optimize cost and quality. The platform abstracts the model layer so we can move forward as models improve.
No. Tenant data is not used to train shared foundation models. Model invocations are contained within your tenant boundary on AWS Bedrock. When the cross-deal pattern library is switched on, it will use only anonymised aggregate signal at population level, not raw tenant content.
No. We do 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.
Stakeholder Co-Pilot is a specific application of Atlantic Intelligence — voice-enabled, persistent, scoped to the stakeholder graph. Atlantic Intelligence is the broader umbrella covering methodology coaching, analysis, email, and capital partner intelligence. Same backbone, different surfaces.
Atlantic Intelligence is on every plan, and queries are fair use that grows with each project you add. Voice is on every plan too. On Firm and above you can give the assistant your own name and avatar.
An AI assistant that knows the methodology.
14-day free trial. Atlantic Intelligence on every plan. SOC 2 Type II observation underway · 75 patents filed.
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