ANNA

The post-close operating office

Value is made after the close.

ANNA runs the integration, the value-creation plan and every portfolio company's monthly numbers in one governed office. Its AI reads your meetings, email and Slack, proposes each update with its source, and changes nothing until a person approves it.

In production at a unicorn SaaS and AI company. See the deployment

Inside ANNA

One record, five layers.

  1. From the outside, ANNA is one system. Integration, finance, people and ventures share a single record of owners, decisions and numbers.

  2. Take it apart and each layer does one job. Sources come in. The intelligence reads them. The record holds the truth. The offices run the work. Your tools connect at the top.

  3. The intelligence layer is five agents working as one. A reader takes in email, Slack and meetings. A matcher ties each item to its task, owner and decision. An analyst runs the numbers against budget and plan. A prioritiser picks what matters today. A courier drafts the briefings and chasers, and rehearses them with you first.

  4. A line in the SteerCo minutes moves a task. A September pack updates the budget variance. Each change carries the evidence behind it, and a person approves it.

  5. ANNA speaks the Model Context Protocol. The AI assistants and agents your team already uses read and update the same record, under the same permissions and audit trail.

The 36 months after close

The return is decided after the signing table is cleared.

Deal platforms are built for the pipeline and the data room. ANNA starts on Day 1. It runs the integration, then carries the streams that pay for the deal: cost and revenue synergies, cross-sell between the companies, and new ventures built jointly by the group and its subsidiaries. Every stream runs on one record.

Deal roomDiligence and signing, before ANNA
Integration officeTask forces, decisions, escalations
100-day plan Steady state
Monthly reportingPacks, budget against actual, sign-off
SynergiesCost first, then revenue
Cost Revenue
Cross-sellEach company sells the other's products
Joint offers
Co-developed venturesNew products built by the group and its companies
Build Pilot Scale
IntelligenceReads every channel, every day

Month 12 · running: integration office, monthly reporting, cost synergies, revenue synergies, cross-sell, co-developed ventures and daily intelligence.

An illustrative programme for one acquisition. The line moves through the 36 months and lights each stream ANNA is running at that point. Timings vary by deal.

24–361

Months it takes for synergies to land after a deal closes.

10–12%2

Annual EBITDA growth a private equity deal now needs to hit its return, against about 5% before.

4063

Merger filings reviewed by Saudi Arabia's competition authority in 2025, a record.

Four offices, one record

Everything that happens after a deal, in one system.

Integration, value creation, portfolio reporting and venture governance usually live in four tools and a shared drive. In ANNA they share one record of owners, decisions and numbers.

Integration

The integration office

Task forces, dependencies, decisions and escalations, run on a weekly rhythm with the SteerCo pack ready before the meeting. The acquired company's team works in the same tracker, under field-level edit rules and approvals.

  • Decisions with an owner and a due date
  • Escalations that reach the person who can act
  • A meeting mode built for SteerCo

Value creation

The value-creation plan

Initiatives with their metric history and a synergy register, so every gain claimed in the investment case has a baseline, an owner and a trail.

  • Synergies tracked against baseline
  • Metric history for every initiative
  • Variances raised the week they appear

Portfolio & finance

Portfolio reporting

Each company submits its monthly pack through a portal. You review it, comment and sign off. Versioned budgets, budget against actual, baselines, earn-outs and deal terms sit beside it.

  • A monthly reporting-pack portal
  • Versioned budgets and baselines
  • Earn-out and deal-term tracking

Ventures

Venture governance

For a corporate venture lane: weekly filings from product owners, a committee agenda, minutes approved into a one-page record, and stage gates that graduate or stop each venture with its history kept.

  • Weekly filings, no login needed
  • Committee agenda and approved minutes
  • Stage gates with a full history

Panels show example data.

See it work

From a signal to a decision, with the evidence attached.

Follow two everyday moments through ANNA. One starts in an inbox, the other in a meeting. Both end with something a person can approve.

Inbox

Rania Haddad · CFO, Corvane Logistics

ERP cut-over is slipping again. We need a decision this week.

The vendor won't freeze the migration until we confirm a date, and finance can't close October on two systems. Who owns this?

Escalation detected

Operable by AI agents. A governed agent server lets your team's AI assistant read and update ANNA with read-only keys, a preview before every bulk write, and a full audit trail.

In production

Already running inside a unicorn SaaS and AI company.

ANNA is the operating office behind a fast-growing software group's acquisitions. It runs the integration of each company the group buys, collects their monthly numbers, governs spend and keeps hiring in step as the group scales.

Integration

Integration, end to end

Each acquisition runs in ANNA from Day 1. Task forces, dependencies, decisions and escalations sit in one tracker that the acquired team works in too.

Finance

Financial packs from acquired companies

Each company files its monthly pack through a portal. KPIs are read straight from the pack and checked, and review and sign-off happen in one place instead of across email threads.

Finance

Spend you can see and govern

Spend by company, recharges between entities and funding requests are visible on the record and approved there, with a trail behind every figure.

People

Hiring that keeps pace

Open roles, the manpower plan and every hire's progress sit in one tracker across the group, aligned with the integration plan.

Automation

Follow-through, automated

Meetings, email and Slack turn into decisions and closed items. Reminders, chasers, agendas and minutes are drafted automatically and rehearsed before anything goes out.

MCP-ready

Works from the tools you already use

Leaders ask and act from the AI assistant they already use. Through MCP it reads and updates the same single source of truth, with the same permissions and audit trail.

Who it serves

Built for the people who own the outcome.

Every user is included, so the acquired company's staff and each subsidiary's finance team can file without a seat to approve.

Private equity operating partners

Plan the value-creation programme across the portfolio and prove it, company by company, against the investment case.

Holding companies and conglomerates

Collect every subsidiary's monthly pack, budget and actuals in one place, with sign-off and a history of every version.

Corporate development and integration leads

Run the integration office from Day 1 and land the synergies over the two to three years they take.

Corporate venture units

Govern internal ventures with weekly filings, a committee, recorded decisions and stage gates.

Governance

Held to an investment committee's standard.

ANNA holds deal terms, financials and people data. It is built so that each firm controls who sees what, and can prove it.

Your own instance

Each firm runs on a dedicated instance with its own domain and mail sender.

Hosted in your region

Including an in-Kingdom option for Saudi data-residency rules.

Access by company and by field

Grants per company and per page. The acquired team edits only the fields you open to them.

A full audit trail

Admin and agent actions are logged, with who did what and when.

One switch to stop everything

A kill switch halts outbound mail and automation across the instance at once.

Your data trains no one

Your records are never used to train AI models.

ANNA

The post-close operating office

Design Partner Programme
Three places

For holding companies, acquisitive corporates and private equity operating partners

  • A dedicated instance
  • Playbooks built with your team
  • A reduced first-year fee

This announcement appears as a matter of record only.

Design partners

Request a private briefing.

We are opening ANNA to three firms that integrate acquisitions or run a portfolio of companies. Each runs on its own instance and shapes the integration, reporting and venture playbooks with us. Pricing is per organisation and per company covered.

Requests go to the founding team.