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 proposes each update with its source, and your people approve it.

Request a private briefing See it live

In production at a unicorn's M&A division and a holding company's venture house. See the deployments

The 36 months after close

The return is decided after the signing table is cleared.

Deal platforms stop at signing. ANNA starts on Day 1: it runs the integration, then carries every stream that pays for the deal, 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, and revenue that starts inside the first 100 days with cross-sell to customers of the same profile
Cost Cross-sell Revenue
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, cross-sell to same-profile customers, revenue synergies, 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.

Four tools and a shared drive become one record of owners, decisions and numbers, with ANNA's read on every screen.

Corvane Logistics · Integration officeMonth 7

Task forces

  • Finance78%
  • People61%
  • Technology42%
  • Commercial69%
  • Procurement55%
  • Operations64%

Decisions

  • ERP cut-over date7 days overdueBlocks 4 tasks in 2 task forces
  • Grade mapping to group bandsDue Fri 30 OctCovers 1,140 roles
  • Dammam overflow warehouseSteerCo ThuExit saves SAR 2.4M a year

SteerCo pack ready · Thu 29 Oct

✦ ANNASix tasks can close on evidence this morning. The ERP decision is the one blocker that matters.

Evaluation model

ANNA scores every company, every week.

Its own evaluation model reads each company's pack, plan and messages and scores five measures: financials, reporting, integration, synergies and signals. You see which company needs attention, and why.

CompanyFinancialsReportingIntegrationSynergiesSignals
Corvane Logistics
Halden Systems
Mirqab Analytics
Tamra Foods
Lumen Payments

On trackWatchRiskNot scored

In the room

ANNA attends the SteerCos and board meetings.

It sends the pre-read before each meeting, then books the minutes, decisions and actions with their owners and dates. A meeting dashboard shows what every SteerCo and board has decided, and what is still open.

  • Corvane SteerCoPre-read sent4 decisions on the agenda, 2 added by ANNA from this week's email
  • Venture committeeAgenda draftedColdRoute's Scale gate, with the pricing paper
  • Sahm Holding boardPre-read in draftPortfolio review and the 2027 budgets
  • Corvane SteerCoMinutes booked3 decisions, 7 actions, each with an owner and a date

Panels show example data.

See it work

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

Two everyday moments: 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 we can't run the year-end close on two systems. Who owns this?

Escalation detected

Operable by AI agents. A governed agent server lets your team's AI assistant work in ANNA under each user's own permissions: read-only keys where you choose, a preview before every bulk write, and a full audit trail.

Run both journeys yourself in the live demo

Inside ANNA

One record, guarded at the gate.

  1. Integration, value creation, reporting and ventures share one record of owners, decisions and numbers. Take it apart and each layer does one job.

  2. A reader, a matcher, an analyst, a prioritiser and a courier work as one. Every change they propose carries its source, and a person approves it.

  3. A sixth agent stands between your systems and ANNA. It runs vulnerability checks on every connection, and no insight passes to anyone without the right to see it.

  4. The AI tools your team already uses read and update the same record, under the same permissions and audit trail.

In production

Already running inside a unicorn's M&A division.

ANNA is the operating office of the M&A division at a unicorn AI and SaaS company, overseeing more than five subsidiaries, and it is exceeding expectations. It also runs the venture house of a holding company.

Integration

Integration, end to end

Each acquisition runs in ANNA from Day 1, in one tracker the acquired team works in too.

Finance

Packs and spend, governed

Monthly packs arrive through a portal with their KPIs read and checked. Spend, recharges and funding requests are approved on the record.

People

Hiring that keeps pace

Open roles, the manpower plan and every hire in one tracker, in step with the integration plan.

Follow-through

Nothing slips between meetings

Meetings, email and Slack become proposals for their owners to confirm. Nothing goes out until someone approves it.

Security & governance

Held to an investment committee's standard.

Deal terms, financials and people data, guarded by a security agent and opened field by field.

Access panel

Halden Systems · September pack

Field on this pageGroup CFOOperating partnerHalden financeIntegration lead
Revenue
EBITDA
Marketing spend
Salaries by person
Deal terms
Board notes

EditViewHidden

Integration lead · Salaries by personHidden

The Custodian

A security agent between your systems and ANNA.

  • Vulnerability checksOn every connection, integration and dependency, with findings sent to your security lead.
  • Nothing shared beyond its audienceEvery briefing, email and answer is checked against who may see each field before it leaves.
  • Held, not lostAnything that fails a check waits at the gate, with its reason, for a person to clear.
  1. Checked every connection and dependencyClear
  2. Briefing line on salaries; recipient not entitledHeld
  3. Security lead notifiedLogged

Panels show example data.

Your own instance

A dedicated instance per firm, with its own domain and mail sender.

A full audit trail

Every change, by a person or an agent, is logged with who made it and when.

One switch stops everything

A kill switch halts outbound mail and automation at once.

No training on your data

Your records never train a model. Frontier models run under your own agreements.

How it deploys

Deployed by a team that knows the deal side.

Every ANNA comes with a forward-deployed team: former MBB consultants and investment bankers from Goldman Sachs, J.P. Morgan and peer firms, working alongside our engineers. They build your instance around how your firm already works and deploy it to enterprise standards.

  1. Map

    Map the workflows, approvals and reports your teams already run.

  2. Build

    Configure the instance around them: task forces, the reporting calendar, approval rules.

  3. Deploy

    Install where you choose, connect your systems and switch on the engine.

  4. Enhance

    A year of releases, new automated workflows and training for your teams.

Choose the engine

Run on frontier models, or keep everything inside your walls.

An open-weight model runs on your own servers. ANNA, your data and its five agents stay inside your network, with no cloud service in the loop.

Optional: email read on the device. Where a firm wants it, an agent on each user's device reads their mail and sends ANNA only the findings, never the messages.

Deployment options are scoped with each design partner.

YOUR NETWORK FINDINGS ONLY Custodian SECURITY AGENT VULNERABILITY CHECKS FIELD-LEVEL ACCESS NOTHING LEAVES UNAPPROVED ON EACH DEVICE EMAIL AGENT OPTIONAL ANNA RECORD · OFFICES 5 AGENTS Your systems SLACK HR SYSTEMS TRACKERS MEETING NOTES CALENDARS POSITIONS MONTHLY PACKS FINANCE SYSTEMS DATA ROOM Open-weight model YOUR SERVERS No outside model ALL ON-PREMISES ENCRYPTED API Frontier model GPT-6 ASTRA CLAUDE FABLE

Proven in production

Pre-tested and scaled inside two high-stakes enterprises.

  • The M&A division of a unicorn AI and SaaS companyOverseeing more than five subsidiaries: integration, finance and people
  • A holding company's venture houseRunning on the same record, under the same controls

Shaped to your firm. Every deployment includes the forward-deployed team, a year of maintenance and enhancements, and training. Pricing is shared in a private briefing.

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. Design partners pay a reduced fee for the first year.

We use these details only to arrange your briefing (privacy note). Or write to [email protected].