Underwrite-grade synergy model
Cost, revenue, capital, and one-time synergy buckets. Per-workstream attribution. Phasing across years 1–5. Sensitivity and scenario builds. Audit trail on every assumption.
Feature · Synergy Modeling
Underwrite to realized. Quarter by quarter.
Underwrite-grade synergy model. Quarterly realization tracking with variance at line-item level. Per-deal, per-portfolio, per-workstream views. Sponsor-ready reporting on tap.
Available on every tier from Independent up. No add-on required.
Six capabilities, one workspace
From underwrite assumption through quarterly realization to year-end reconciliation.
Underwrite → realized tracking
Every synergy claim tracked from initial underwrite assumption through quarterly progress to realized. Variance surfaced at line-item level — no hand-waving when the board asks.
Per-deal / per-portfolio / per-workstream views
Sponsor sees portfolio-level realization roll-up. Operating partner sees per-deal status. Workstream lead sees per-line-item progress. Same data, different lenses.
Scenario comparison
Conservative / Base / Aggressive scenarios for every synergy line. Compare scenarios side-by-side at deal or portfolio level. Used at IC, board, and post-close steering.
Cross-deal pattern library
Synergy patterns from prior deals (anonymised, at population level) surface as suggested templates when modeling new deals. Humans pick the assumption — patterns just bias the starting point.
Sponsor-ready realization reporting
Investor and Board reporting, IC packs, all generated from live synergy data. Fund-level LP packs are an Enterprise build (on the roadmap). Stop rebuilding the synergy slide deck five different ways every quarter.
Underwrite to realized
What lives on the platform from pre-LOI underwrite through year-end reconciliation.
1Underwrite assumption
Pre-LOI
Build the synergy model that goes into the IC pack. Cost, revenue, capital, one-time. Per-workstream attribution.
2Baseline lock
Post-close, Day 1
Lock the underwrite figures as the realization baseline. Every claim now has a target and a quarterly trajectory.
3Progress tracking
Quarterly
Each quarter, workstream leads update progress per line item. Variance vs baseline surfaced; sponsor reporting refreshed in minutes.
4Realized vs underwrite
Year-end
End-of-year reconciliation: realized, in-flight, deferred, missed. Lessons-learned feed forward into the next deal's synergy model.
Common questions
Does the AI recommend synergy targets or score the deal?
No. We do not build composite go/no-go scores or auto-recommendations. Synergy targets come from your underwrite — humans set the number. The platform tracks progress against the target and surfaces variance. Data presentation only.
How does the cross-deal pattern library work without exposing tenant data?
Patterns surface as anonymised aggregate signal at population level — never raw deal data. 'Manufacturing carve-outs typically realize 60% of cost synergy in year 1' is a pattern; 'PortCo X claimed Y' is not. Tenant data stays in your tenant under RLS isolation.
Can workstream leads update progress without seeing the underwrite assumptions?
Yes — role-based view scoping. Workstream leads see their own targets and progress. Sponsor / operating partner sees the underwrite assumptions and roll-up. Configurable per role.
What about deals where we never built a formal underwrite synergy model?
Templates available for typical mid-market integration synergies (cost, revenue, capital, one-time) per industry. Pick a template, edit assumptions, lock baseline. Atlantic Intelligence assists with sense-checking against pattern library — humans decide.
Is synergy modeling on every tier?
Yes. Synergy modeling is included from Independent up. Capacity scales with tier project caps. Cross-portfolio synergy roll-up is on Pro Plus and Enterprise.
Stop hand-waving when the board asks.
14-day free trial. Synergy modeling on every tier. SOC 2 Type II in progress · 75 patents filed.
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