Generate comprehensive PMI playbooks, track synergy capture, and manage integration milestones with AI-powered analysis. Turn months of integration planning into minutes of structured, actionable documentation.
Up to 70% of M&A deals fail to deliver expected value, and poor integration planning is the leading cause. Teams struggle with complexity, synergy leakage, and starting from scratch every time.
PMI involves hundreds of workstreams across IT, HR, operations, and culture—easy to lose track of interdependencies, ownership, and critical milestones when managing everything manually.
Without structured tracking, promised synergies are never fully captured. Revenue uplift gets deprioritized, cost savings stall, and the deal thesis erodes quarter after quarter.
Teams rebuild integration playbooks from scratch for every acquisition, wasting weeks on structure and formatting instead of focusing on deal-specific strategic decisions.
CorpDev.Ai generates deal-specific integration playbooks and synergy tracking frameworks automatically—giving your team a structured foundation from Day 1.
Comprehensive, deal-specific integration plans in minutes
Our AI analyzes the deal context, industry dynamics, and functional requirements to produce a tailored integration playbook. Every workstream, milestone, and dependency is mapped out—so your team can focus on execution rather than planning from a blank page.
Functional Workstream Planning
AI generates detailed plans for IT, HR, Finance, Operations, Sales, and Legal—each with clear owners, tasks, and timelines
Day 1 / Day 30 / Day 100 Milestones
Structured milestone framework with prioritized actions for each integration phase, from close through stabilization
Synergy Capture Roadmap
Map synergy initiatives to specific workstreams and timelines with clear accountability and expected value
Risk & Dependency Mapping
Identify cross-functional dependencies, integration risks, and critical path items before they become blockers
Define Deal Context
Provide the acquirer, target, deal rationale, and strategic objectives. AI uses this to tailor every aspect of the playbook.
AI Workstream Generation
AI generates functional workstreams with tasks, owners, timelines, and dependencies based on deal type and industry best practices.
Milestone & Synergy Mapping
Day 1 through Day 100+ milestones are created with synergy initiatives linked to specific workstreams and value targets.
Export & Execute
Export the complete playbook as a presentation or document. Iterate with AI as integration evolves and priorities shift.
Revenue Synergy Identification
AI identifies cross-sell opportunities, market expansion potential, and revenue uplift scenarios based on the combined entity's strengths
Cost Synergy Modeling
Quantify cost savings from vendor consolidation, headcount optimization, facility rationalization, and operational efficiencies
Integration Progress Dashboards
Structured frameworks to track workstream completion, milestone attainment, and synergy realization against plan
Board Update Generation
AI generates executive-ready integration status reports and board updates with key metrics, risks, and recommendations
Structured framework for value realization and accountability
Don't let promised synergies slip through the cracks. CorpDev.Ai provides structured frameworks for identifying, quantifying, and tracking synergies from Day 1 through full integration—keeping leadership informed and teams accountable at every stage.
Revenue Synergy Identification
AI surfaces cross-sell, up-sell, and market expansion opportunities specific to the combined entity
Cost Synergy Modeling
Quantify savings across procurement, operations, G&A, and technology with implementation timelines
Integration Progress Dashboards
Track workstream status, milestone completion, and synergy realization against targets
Board Update Generation
Generate professional integration status reports for board and leadership review in minutes
From playbook generation to board reporting—all AI-powered
AI-generated, deal-specific integration plans with functional workstreams, task assignments, timelines, and dependencies. Ready to execute from Day 1 with no manual template work.
Identify and quantify revenue and cost synergies with AI-powered analysis. Model best-case and conservative scenarios with implementation timelines and accountability mapping.
Structured Day 1, Day 30, Day 100, and beyond milestone frameworks. Track progress across all functional areas with clear owners, deadlines, and status indicators.
AI generates cultural compatibility frameworks analyzing leadership styles, decision-making processes, communication norms, and organizational values to flag integration risks early.
Generate stakeholder-specific communication plans for employees, customers, partners, and investors. AI tailors messaging, timing, and channels for each audience.
Create executive-ready integration status reports and board updates with synergy tracking, risk summaries, and strategic recommendations—all generated in minutes.
Generate deal-specific integration playbooks and synergy tracking frameworks in minutes. Join M&A professionals who've replaced weeks of PMI planning with AI-powered integration management.