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Help Centre

Guides and how-to articles for the AtlanticM&A platform. For M&A thought leadership and methodology articles, visit the Knowledge Hub.

Getting Started

Create your first project
Invite your team
Understanding project types
Navigate the platform

Strategy & Planning

Set up Strategic Direction
Create Functional Charters
Using the Methodology page

Work Plans & Execution

Build a work plan manually
Generate a work plan with AI
Import from CSV
Track progress with RAG status
Set milestones and gates

Virtual Walk the Walls™

Understanding the swimlane view
Using AI dependency analysis
Manual vs AI mode
Reading the dependency legend

Meeting Intelligence

Upload a meeting transcript
Review AI-extracted insights
Accept or reject proposed updates
How AI processes your data

Risk & Value

Manage risks and issues
Track synergies
Atlantic Deal Value™ waterfall
Balanced Scorecard

Reports & Distribution

Configure report components
Generate PowerPoint reports
Use Gamma / AI Prompt export
Set up distribution lists
Upload branded templates

TSA (Divestitures)

Upload a TSA addendum
Using the TSA Tracker
TSA Bootstrap — auto-generate work plans
TSA exit reports and snapshots

Governance & Team

Set up governance structure
Manage team roles
Meeting cadence

Account & Settings

Manage your account
Billing and plans
Custom branding and domains
Security settings (MFA, passkeys)
Export your data (GDPR)

Security & Privacy

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