Methodology coaching
Ask anything about M&A integration, divestiture, transformation methodology — TSA design, synergy modelling, change management, stakeholder strategy. Trained on the institutional methodology that makes the platform work.
Feature · Atlantic Intelligence
The AI assistant trained on integration methodology.
Methodology coaching, project analysis, capital partner intelligence, intelligent email. Data presentation only — no go/no-go scoring, no auto-recommendations. Judgment stays with you.
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
Patterns from prior deals (anonymised, at population level — never raw tenant data) bias starting points for synergy modelling, integration sequencing, and change management. Humans pick — patterns just suggest.
Query limits by tier
Independent gets 100 queries / month. Independent Plus and above: unlimited.
| Tier | Atlantic Intelligence access |
|---|---|
| Independent | 100 queries/mo |
| Independent Plus | Unlimited |
| Pro | Unlimited |
| Pro Scaling | Unlimited |
| Enterprise | Unlimited + custom AI assistant naming + custom voice |
Privacy by architecture
Model invocations contained within your tenant boundary on AWS Bedrock. Tenant data not used to train shared foundation models. The cross-deal pattern library runs on anonymised aggregate signal at population level — never raw tenant content. Tenant isolation enforced at the database layer with audit logging on every access.
Trust portal — full security postureCommon questions
What model is Atlantic Intelligence built on?
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 optimise cost and quality. The platform abstracts the model layer so we can move forward as models improve.
Is my tenant data used to train shared models?
No. Tenant data is not used to train shared foundation models. Model invocations are contained within your tenant boundary on AWS Bedrock. Cross-deal pattern library runs on anonymised aggregate signal at population level, not raw tenant content.
Does Atlantic Intelligence score deals or recommend go/no-go?
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.
How does the Stakeholder Co-Pilot relate to Atlantic Intelligence?
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.
What query limits apply per tier?
Independent: 100 queries/month. Independent Plus and above: unlimited. Voice ("Hey Atlantic") on Independent Plus and above. Custom AI assistant naming and custom voice are Enterprise add-ons.
An AI assistant that knows the methodology.
14-day free trial. Atlantic Intelligence on every tier from Independent up. SOC 2 Type II in progress · 75 patents filed.
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