Independent
$500/mo
1 user · 1 active project
- Atlantic Intelligence (100 queries/mo)
- Manual transcript upload
- Full integration toolkit
- Custom-branded PPTX / PDF / XLSX
- Idle pricing — $125/mo when between engagements
For independent sponsors and solo M&A consultants
Show up to your client with better tools than the Big 4 team they could have hired. Same methodology, same quality, one consultant.
No credit card · Cancel any time · Idle pricing $125/mo between engagements
Big-4-quality methodology and tooling, priced for one consultant.
AI assistant for integration questions, methodology coaching, stakeholder strategy. 100 queries/mo on Independent, unlimited on Plus.
PowerPoint, PDF, and Excel deliverables come out under YOUR brand — not ours. Hide-the-tool by default.
TSA Tracker, Day 1 planning, Synergy Modelling, 100-day playbook, Change Management — all the institutional methodology, on day one.
Voice-driven stakeholder coaching while you drive between meetings. "Brief me on the CFO before my 3 pm." Voice is on Plus and above.
Work in your language; brief stakeholders in theirs. AI translation across project data, meeting intelligence, and reports.
Both annual and monthly billing available. Same price for IIM / AM&AA / ACG members; perks come via channel partnerships.
$500/mo
1 user · 1 active project
$1,250/mo
1 user + 5 guest workstream pack · 2 projects
What you actually get for the same monthly spend.
| Feature | Spreadsheets + email | Smartsheet (10-user) | Atlantic M&A Independent |
|---|---|---|---|
| Cost | Free | ~£150/mo (10-user) | $500/mo (Independent) |
| AI methodology coaching | — | — | Atlantic Intelligence |
| AI work plans + risk register | — | — | Generated from project state |
| Custom-branded PPTX / PDF | — | — | Your brand, automatic |
| TSA / Day 1 / Synergy / 100-day templates | — | — | Full library |
| Voice ("Hey Atlantic") | — | — | Independent Plus and above |
| Cross-border 15-language | — | — | Built-in |
No. Outputs (PowerPoint, PDF, Excel) carry your brand and contact details, not ours. Hide-the-tool by default. The platform is yours; the deliverables are yours.
Independent tier auto-downgrades to $125/mo (idle pricing) after 30 days without active project work. The moment you start a new engagement, the full $500/mo plan resumes — no manual reactivation.
Same price for everyone. IIM members get an extended 30-day trial (vs 14-day standard), free 1-hour onboarding, and priority support — see /iim. AM&AA and ACG channel landings ship later this year.
Independent is 1 active project. Multiple projects = upgrade to Independent Plus (2 projects) or Pro (3 projects). Archived projects don't count toward the cap.
14-day free trial. No credit card. Cancel anytime. SOC 2 Type II in progress · 75 patents filed.
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