For PE-backed platforms and bolt-on acquirers
Author the platform integration playbook once. Clone it for every bolt-on. Track every synergy claim from underwrite to realised. Same backbone, deal after deal — sponsor-ready reporting on tap.
14-day trial · No credit card · Sponsor visibility configurable per workstream
Six things that make running 5 bolt-ons in parallel possible without losing the plot.
Author your platform integration playbook once — clone it for every acquisition. TSA Tracker, Day 1, 100-day, synergy realisation, change management. Same backbone, deal after deal.
Run 3, 5, or 10 bolt-ons in flight at once without crossed wires. Each integration project lives in its own workstream with templated workplans, RAID logs, and milestones — but shares your platform-wide playbook.
Track every synergy claim from underwrite to realised — by deal, by workstream, by quarter. Sponsor sees the platform-wide synergy roll-up. You stop rebuilding the synergy report from scratch every quarter.
Steering Committee decks, monthly Operating Partner updates, and board packs generated from live project data — not manually rebuilt the night before. Sponsor visibility without sponsor data leakage.
IT integration, HR consolidation, finance close-of-books, customer migration, ERP rationalisation — each with templated workstreams. Cross-functional dependencies tracked in one place.
Your tenant is yours. Optional sponsor visibility configurable per workstream — controlled by you. Tenant isolation enforced at the database layer with audit logging on every access.
What lives on the platform from sign to TSA exit — and gets cloned for the next deal.
Day -45 to Day -1
Day 1
Day 1 to 100
Day 100 to TSA exit
Pro covers most active platforms. Pro Scaling kicks in when you are running 5+ in parallel.
$26,250/yr
Up to 10 users · 3 active projects
Best for: Platforms with 1–3 active bolt-ons
$43,750/yr
Up to 25 users · 10 active projects
Best for: Active platforms with 5+ bolt-ons in flight
Need Enterprise (custom subdomain, white-label per portco, MSA + DPA)? See full pricing or talk to sales.
Yes. If your sponsor is on Enterprise (Fund), your portco workspace can be configured to roll up automatically into the fund-level reporting view. Sponsor sees what you choose to surface; raw transactional and stakeholder data stays in your tenant under RLS isolation.
Guided onboarding step on Pro and above. Imports existing TSA logs, integration plans, synergy models, and Day 1 sequences from spreadsheets, Smartsheet, or SharePoint. Live deals stay live — no big-bang cutover.
Yes — that is the headline workflow. Author the playbook on your first bolt-on; clone it as the starting template for every subsequent acquisition. Edit per-deal where the target diverges (it always does), but stop rebuilding from scratch.
No. We do not build composite go/no-go scores or auto-recommendations on deal data. Atlantic Intelligence supports analysis, methodology coaching, and reporting — integration sequencing decisions stay with you and your sponsor. Data presentation only.
Synergy claims are tracked per deal from underwrite → realised, with quarter-by-quarter progress. Roll-up reports across all active bolt-ons can be generated for sponsor IC packs, monthly Operating Partner updates, and board packs — refreshed in minutes, not days.
14-day free trial. No credit card. Cancel anytime. SOC 2 Type II in progress · 75 patents filed.
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