Getting started with MergerAI is simple. Begin by inputting your M&A objectives, including your target company details, integration goals, and any specific challenges. MergerAI’s AI-powered engine then recommends a tailored integration plan, complete with customized deliverables and timelines to align with your acquisition goals.

Key Benefits:
• On-demand support from an AI trained in M&A best practices.  
• Save time with a fully customized roadmap from the start.  

With your integration plan in place, manage all deliverables using MergerAI’s powerful Gantt chart view. This phase-based breakdown offers a clear, color-coded view of tasks and milestones, making it easy to track progress and meet deadlines. Dive into individual deliverables to access related files, templates, and collaboration tools, ensuring a streamlined workflow.

Key Benefits:
• Clear, phase-based Gantt chart for tracking progress.
• Real-time updates on task status (on track, at risk, or delayed).  

MergerAI’s team management and collaboration tools ensure seamless teamwork throughout your integration. Assign roles and permissions to team members, granting the right access levels to view, edit, or manage tasks. External stakeholders, like consultants or advisors, can also securely collaborate without compromising sensitive data.

Key Benefits:
• Role-based access control for team members and stakeholders.
• Centralized communication and file sharing to keep everyone aligned.  

Need guidance at any stage of your integration? MergerAI’s AI Assistant is available on every screen, offering expert advice and answers to your M&A questions. Whether you need support on a specific deliverable or want guidance on integration best practices, the AI Assistant provides real-time support, powered by ChatGPT.

Key Benefits:
• On-demand support from an AI trained in M&A best practices.
• Instant answers to integration process questions.  

Monitor the health of your integration with MergerAI’s real-time dashboard. Track key metrics like revenue progress, employee retention, and task completion to ensure your integration stays on track. Customizable reports allow you to share progress updates with stakeholders, providing transparency and aligning everyone with your synergy goals.

Key Benefits:
• Real-time updates on metrics like revenue and retention.
• Visual overview of your integration’s progress and areas that need attention.