M&A Integration
How do you capture the deal's value, month by month?
Diligence ends at signing; value is won or lost in the months that follow. The integration office that runs every day, with a playbook per deal type and a Brazilian compliance checklist.
- 0days, from Day 1 to Day 365
- 0tabs
- 0playbooks by deal type
- 0items on the Brazilian compliance checklist
- 0leading and lagging KPIs
- 0months of KPI history
From Day 1 to Day 365.
Four playbooks on the year's calendar. The "today" line advances and the bars fill behind it; a late milestone becomes a decision with a 7-day deadline.
Two companies, one.
What stays on each side and what becomes one: in the intersection, the 13 KPIs, the 4 playbooks and the Brazilian ruler (labour, registry, tax).
13 KPIs as signals.
Each KPI with its line and its signal. The signal comes from the ruler, not from AI; the declared signal sits beside the calculated one, with a justification.
From playbook to Day 365.
Six steps: the 100-day plan is the first part; management runs through the end of the year.
Not a chat. These are agents trained by practitioners.
The analysis is not done by the language model. It is done by autonomous and semi-autonomous agents, configured by you, trained on best practices and on the processes built by boutiques and market specialists: benchmarks, the business's competition, regulation and the routine of people who have done this for decades.
We built the intelligence from the best in the market, by senior analysts and specialists in each function. Accuracy is very high: ready to replace most of the analysis and leave the last word to the manager, who signs the report.
- Alerts on expiring TSAs, overdue criticals, overdue decisions, missed milestones and contracts coming dueautonomous
- Turns a critical delay into a pending decision with a 7-day deadlineautonomous
- Announcements are born as drafts and only go out on Sendproposes, you approve
- Risk radar: every suggestion enters via Applyproposes, you approve
- DD and Discovery items enter in bulkproposes, you approve
See it in fifteen seconds.
Due diligence ends here.
The deal's value is won or lost over the following months.
For each side of the table.
The deal thesis measured month by month
Ambition in reais per year, synergies validated by Finance, BP plan vs. actual and computed earn-out: the run-rate against the thesis, with a PE add-on playbook and a monthly ritual with the fund partner.
The acquired company takes part without seeing the rest
A guest with 120-day access sees Overview, Plan and Milestones and updates status, risk and comments. The pulse is anonymous by design and only shows results from 5 responses up.
Run by the advisory firm, without taking the playbook away
Guided mode, the organization's playbooks in the database and the integration saved as a playbook, lessons included. What the advisory firm learns stays in the client's house.
Works on its own. Together, they complete each other.
When another module lives in the same organization, one proposes items to the other and you approve them in batch; the origin stays stamped.
- Due DiligenceRed flags, D1/30/100 plans, conditions precedent, TSAs, retention, key people and contracts, approved in bulk with the origin stamped
- Business DiscoveryAssessed leaders become key-talent proposals; only the name goes over
- Virtual BoardAn agenda item opens an integration through the module's own route
- Strategic PlanningThe ongoing integration appears as an initiative with status, light and KPIs, read-only
Synergy waterfall.
Gross, dis-synergy, integration costs and what Finance validated. A synergy without a baseline and an owner doesn't count.
The road: playbook workstreams over time.
Gantt per workstream with today's marker; what crossed the line and is orange has already become a decision.
What it does not do.
Limits by design, stated plainly.
Questions about M&A Integration
No. Every list is born by hand, from one of the four playbooks. When the DD exists here, it only proposes: red flags, D1/30/100 plans, conditions precedent, TSAs, retention, key people and contracts come in as a batch, origin stamped, and 'Bring from DD' later only brings what is missing.
See the CloudFrete acquisition on your screen.
The guided demo walks through 48 steps across the thirteen tabs, twelve days after Day 1: two overdue criticals, CADE pending, a TSA with milestones, a 12-month BP and the committee panel. Closing deletes everything.