M&A integration, intelligently managed
The platform built for elite M&A advisors. Track workstreams, model synergies, and let AI extract action items from your Teams meetings — automatically.
No credit card required · Cancel any time · SOC 2 Type II in progress
Workstreams
8
3 on track
Synergy Target
$42M
61% captured YTD
AI Insights
12
pending review
Built for the most demanding M&A advisory teams
Everything your integration needs
From Day 1 planning to full synergy realization — one platform your whole team will actually use.
Project Tracker
Manage workstreams, milestones, and tasks with RAG status — all audited. See at a glance what's red before your sponsor meeting.
Synergy Modeling
Build cost and revenue synergy models with waterfall charts, scenario analysis (base/bear/bull), and monthly actuals tracking.
Conversation Intelligence
Upload Teams transcripts or connect directly via MS Graph. Claude extracts proposed updates — you review and apply in one click.
Executive Reports
Produce project-level summaries with milestone progress, open risks, and synergy capture — exportable to CSV for your own decks.
Enterprise Security
Row-level security in Postgres isolates every tenant. Credentials in AWS Secrets Manager. Hosted on AWS with Cognito auth.
Claude-Powered AI
Every AI insight runs through Claude via AWS Bedrock — no data leaves your AWS region. Confidence scores on every proposed update.
From meeting to action in minutes
Your Teams calls are full of decisions, blockers, and synergy updates. We capture them so nothing falls through the cracks.
Connect MS Teams
Register your Azure app once. MA Integration subscribes to call records via MS Graph — zero manual uploads needed.
Claude analyzes transcripts
Within minutes of a meeting ending, Claude identifies RAG status changes, missed milestones, risk updates, and synergy realizations.
Review & apply in one click
Your team sees a queue of AI-proposed updates with evidence quotes and confidence scores. Accept, reject, or edit — done.
Simple, transparent pricing
Start free for 14 days. No setup fees. Cancel anytime.
Solo
For individual consultants
$299/mo
- Up to 3 integration projects
- Up to 5 team members
- Full project tracker
- Synergy modeling
- AI transcript analysis (50 meetings/mo)
Pro
For boutique advisory firms
$999/mo
- Up to 20 integration projects
- Up to 25 team members
- Everything in Solo
- Custom branding
- AI transcript analysis (unlimited)
- Priority support
Enterprise
For large advisory practices
Contact sales
- Unlimited projects & users
- Everything in Pro
- Custom domain (white-label)
- SSO / SAML
- Dedicated account manager
- SLA guarantee
All plans include unlimited users during your 14-day trial · Prices in USD · Annual plans available at 20% discount
Run your next integration on intelligence, not spreadsheets
Join advisory teams using MA Integration to close deals faster, capture synergies sooner, and never lose a meeting insight again.