Underwrite-grade synergy model
Cost, revenue, capital, and one-time synergy buckets. Per-workstream attribution. Phasing across years 1–5. Sensitivity and scenario builds. Audit trail on every assumption.
Feature · Synergy Modelling
Underwrite to realised. Quarter by quarter.
Underwrite-grade synergy model. Quarterly realisation tracking with variance at line-item level. Per-deal, per-portfolio, per-workstream views. Sponsor-ready reporting on tap.
Available on every tier from Independent up. No add-on required.
Six capabilities, one workspace
From underwrite assumption through quarterly realisation to year-end reconciliation.
Underwrite → realised tracking
Every synergy claim tracked from initial underwrite assumption through quarterly progress to realised. Variance surfaced at line-item level — no hand-waving when the board asks.
Per-deal / per-portfolio / per-workstream views
Sponsor sees portfolio-level realisation roll-up. Operating partner sees per-deal status. Workstream lead sees per-line-item progress. Same data, different lenses.
Scenario comparison
Conservative / Base / Aggressive scenarios for every synergy line. Compare scenarios side-by-side at deal or portfolio level. Used at IC, board, and post-close steering.
Cross-deal pattern library
Synergy patterns from prior deals (anonymised, at population level) surface as suggested templates when modelling new deals. Humans pick the assumption — patterns just bias the starting point.
Sponsor-ready realisation reporting
Quarterly LP letters, IC packs, board reporting — all generated from live synergy data. Stop rebuilding the synergy slide deck five different ways every quarter.
Underwrite to realised
What lives on the platform from pre-LOI underwrite through year-end reconciliation.
1Underwrite assumption
Pre-LOI
Build the synergy model that goes into the IC pack. Cost, revenue, capital, one-time. Per-workstream attribution.
2Baseline lock
Post-close, Day 1
Lock the underwrite figures as the realisation baseline. Every claim now has a target and a quarterly trajectory.
3Progress tracking
Quarterly
Each quarter, workstream leads update progress per line item. Variance vs baseline surfaced; sponsor reporting refreshed in minutes.
4Realised vs underwrite
Year-end
End-of-year reconciliation: realised, in-flight, deferred, missed. Lessons-learned feed forward into the next deal's synergy model.
Common questions
Does the AI recommend synergy targets or score the deal?
No. We do not build composite go/no-go scores or auto-recommendations. Synergy targets come from your underwrite — humans set the number. The platform tracks progress against the target and surfaces variance. Data presentation only.
How does the cross-deal pattern library work without exposing tenant data?
Patterns surface as anonymised aggregate signal at population level — never raw deal data. "Manufacturing carve-outs typically realise 60% of cost synergy in year 1" is a pattern; "PortCo X claimed Y" is not. Tenant data stays in your tenant under RLS isolation.
Can workstream leads update progress without seeing the underwrite assumptions?
Yes — role-based view scoping. Workstream leads see their own targets and progress. Sponsor / operating partner sees the underwrite assumptions and roll-up. Configurable per role.
What about deals where we never built a formal underwrite synergy model?
Templates available for typical mid-market integration synergies (cost, revenue, capital, one-time) per industry. Pick a template, edit assumptions, lock baseline. Atlantic Intelligence assists with sense-checking against pattern library — humans decide.
Is synergy modelling on every tier?
Yes. Synergy modelling is included from Independent up. Capacity scales with tier project caps. Cross-portfolio synergy roll-up is on Pro Scaling and Enterprise.
Stop hand-waving when the board asks.
14-day free trial. Synergy modelling on every tier. SOC 2 Type II in progress · 75 patents filed.
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