For PE-backed platforms and serial acquirers
Author the platform integration playbook once. Clone it for every acquisition. Track every synergy claim from underwrite to realized. Same backbone, deal after deal, with sponsor-ready reporting on tap.
14-day trial · No credit card · Sponsor visibility via observer role + project assignment
Six things that make running 5 integrations 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 realization, change management. Same backbone, deal after deal.
Run 3, 5, or 10 integrations in flight at once without crossed wires. Each one 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 realized — 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 rationalization — each with templated workstreams. Cross-functional dependencies tracked in one place.
Your tenant is yours. Optional sponsor visibility via observer role + project assignment, controlled by you. Tenant isolation enforced at the database layer with audit logging on every access.
Your sponsor asks Claude Desktop, or any MCP client, for the current pack — built from live project data, scoped by the same observer role you already control. Fewer ad-hoc update requests.
Proving value creation to your sponsor in real time, not just at quarter-end? See the Value Creation product.
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
With a plan, your assistant can also fetch the Steering Committee pack as a PowerPoint for you to download.
Platforms running several acquisitions at once usually start on Firm: 3 or more active projects at $1,000 per project a month, billed annually. Every plan includes a portfolio view across every integration.
For independent consultants, interim managers, independent sponsors and small corporate development teams.
from$1,000/ month
billed annually
For consultancies, private equity firms and mid-market corporate development teams running several programs at once.
from$3,000/ month
billed annually
For private equity portfolios and global corporate development, with the security, contract and procurement terms they require.
from$56,000/ year
billed annually
Enterprise adds SSO set up with you, US or UK data residency, your MSA and DPA, and a named contact. See full pricing or talk to sales.
14-day free trial. No credit card. Cancel anytime. SOC 2 Type II observation underway · 75 patents filed.
Start free trialIntegration programs are priced in consultant days, and a platform runs more than one. Put your own numbers in and see what a year costs.
Your figureOnly you know this one. Change it to match your firm.
Your figureOnly you know this one. Change it to match your firm.
Your figureOnly you know this one. Change it to match your firm.
Market figureTypical integration consulting day rate, $1.5k to $3k.
Our estimateWhat we believe our effect is. Not yet independently validated, so treat it as a starting point and move it.
Our estimateWhat we believe our effect is. Not yet independently validated, so treat it as a starting point and move it.
A smaller team for fewer months, across the programs you run in a year. Both reductions compound.
Consultants, multiplied by months, by 21 working days, by the day rate, by the programs you run in a year.
Program length multiplied by the reduction in program length.
An estimate, not a quote. It uses your numbers and our assumptions, both shown above, so you can check every figure. Nothing here is a commitment and none of it leaves your browser.
Firm
$36,000 a year
Returns 8.3× its cost
Your numbers imply 0.3 concurrent projects, priced here as Firm with 3 active projects. If you need data residency, buying by invoice or AWS Marketplace, or your own contract terms, that is Enterprise.
