Everything your Post-Merger or Transformation needs
From Day 1 planning to full synergy realization — one platform your whole team will actually use. Purpose-built for M&A, not adapted from generic project management.
Core Platform
Project Tracker
Manage workstreams, milestones, and tasks with RAG status across your entire integration portfolio. Work plans with hierarchical task management, drag-and-drop reordering, and real-time collaboration.
Synergy Modeling
Build cost and revenue synergy models with waterfall charts, scenario analysis (base/bear/bull), and monthly actuals tracking. Track YTD capture against targets.
Executive Reports & Dashboards
One-click executive dashboards with milestone progress, open risks, and synergy capture. Export to PowerPoint or generate AI prompts for Gamma.app presentations.
Project Roadmap
Gantt-style milestone calendars with quarterly/monthly timelines. Add custom date markers (SAP Go-Live, Core Infrastructure) and view consolidated cross-function views.
Planning Status Tracker
Matrix view tracking planning progress across functions with RAG status. See at a glance which functional charters, SmartSheets, and roadmaps are complete.
Risk Register
Track risks, issues, and dependencies with severity scoring, mitigation plans, and workstream assignment. Auto-surfaces in executive reports.
AI Meeting Intelligence
Key differentiator
Live AI Transcript Analysis
Upload Teams transcripts or connect via MS Graph. Our AI engine on AWS Bedrock extracts RAG status changes, missed milestones, risk updates, and synergy realizations — within minutes of a meeting ending.
AI-Proposed Updates
Review a queue of AI-proposed updates with evidence quotes and confidence scores. Accept, reject, or edit — one click to update your project tracker. No more manual meeting minutes.
TSA & Divestiture (Carve-Out)
Key differentiator
TSA Exit Tracker
Full TSA component tracking with Complete/On Track/At Risk status, program risk flags, cost estimates, notice periods, and auto-calculated notice warnings. Matches the spreadsheet format your teams already use.
Virtual Walk the Walls™
Visual integration readiness and TSA exit planning boards per function — the exact format used in war-room style planning. Color-coded dependency grouping, sub-component grids, and overview panels.
TSA Executive Dashboard
Automated executive summary with per-function completion percentages, financial tracking (original/exited/current costs), and point-in-time snapshots for tracking changes over time.
Functional Charters
Structured charter templates per function: scope, integration objectives, achieving "complete" criteria, key assumptions, quick wins, issues & risks. Plus key workstream initiative tracking.
Cross-Border Multi-Language
Key differentiator
15 Languages, One Platform
Teams work in their home language — German, French, Italian, Japanese, and 11 more — while every stakeholder sees decisions and progress in theirs. All content is translated on-demand using AI, so a workstream meeting in Milan is instantly reviewable by the steering committee in London.
Multi-Language Meeting Intelligence
Meeting transcripts in any language — or mixed languages within the same call — are automatically analysed and normalised. Proposed updates, action items, and risk assessments are extracted in English and translated to each reviewer’s locale. Evidence quotes stay in the original language for auditability.
Security & Infrastructure
Enterprise-Grade Security
Row-level security in Postgres isolates every tenant. Credentials in AWS Secrets Manager. Hosted on AWS with Cognito auth, passkey support, and mandatory TOTP MFA.
PowerPoint Export
Generate branded PowerPoint reports from any project dashboard — title slide, KPIs, workstream status, timing charts, risk tables, synergy capture, and planning progress.
Frequently Asked Questions
Common questions about our platform capabilities
Connect your Azure AD tenant with MS Graph permissions. When a Teams call ends, our system automatically fetches the transcript and uses advanced AI to extract status changes, action items, risks, and synergy updates. You review and apply with one click.
Absolutely. You can manually upload transcripts or use the platform purely for project tracking, synergy modeling, and reporting without any Teams integration.
It matches the exact format your teams already use — component-level tracking with RAG status, cost estimates, and notice periods — but adds automated calculations, executive dashboards, and point-in-time snapshots that spreadsheets cannot provide.
Yes. Every tenant’s data is fully isolated using PostgreSQL row-level security. Users can only see data belonging to their organisation.
PowerPoint (PPTX) for executive reports and dashboards, CSV/Excel for data exports, and PDF for project summaries. Reports include branded title slides, KPI summaries, and workstream status tables.
Each user selects their preferred language. All project data — task names, risk descriptions, milestones, reports — is translated on-demand using AI and cached for instant access. Meeting transcripts in any language (including mixed-language calls) are automatically analysed and normalised, so a German reviewer sees proposed updates in German while the original evidence quotes remain in the spoken language for auditability.
See it in action
Try the interactive demo or start a free trial to see how AtlanticM&A can transform your next integration.