CASCADE FOR MERGERS & ACQUISITIONS

Where Two Companies Become One Strategy

The AI-native platform for M&A and post-merger integration, bringing both organizations into one operating system with every workstream tied to the deal thesis.
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TRUSTED BY LEADING ORGANIZATIONS WORLDWIDE

Why M&A Leaders
Choose Cascade

70% of M&As fail to deliver the financial and strategic outcomes promised at deal close. Cascade is built to track every workstream and keep delivering long after Day 365.
One Operating
Model
Both organizations' strategies, KPIs, and projects unified in a single platform, with one source of truth across both entities from the moment integration begins.
Synergies
Tied to Strategy
Revenue, cost, and strategic synergies tracked against live data, with AI alignment scores showing where the integration is delivering value.
Decisions
Powered by AI
10+ workstreams across two companies, hundreds of meetings per week. AI surfaces risks, dependencies, and synergies falling short before they escalate.
Beyond the Integration
Cascade keeps running as the combined company's operating system, with strategy execution continuing seamlessly once the integration ends.

Integration Foundation

Build the integration your way

Structure integration at any level from the deal thesis down to workstreams, milestones, and tasks, with custom configuration for how your team works.
Map every workstream to the deal thesis including revenue  and cost synergies, strategic capabilities, and outcomes, with AI alignment scores showing where the integration is delivering value.
Track synergies, budgets, RAG status, and resources with custom fields configured to match your integration governance.
Set up Day 1, Day 100, and Day 365 milestones with stage gates and checklists tracking progress across workstreams.
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Unified Operations

Bring both companies into one platform

Run multiple frameworks side by side so the combined corporate strategy operates together without either company having to convert.
Pull live data from both organizations' systems like BI tools, ERPs, and finance platforms, and see what's happening across the whole business.
Capture context automatically with AI ingesting meeting transcripts, emails, and files from both companies, matching them to objectives and drafting updates for your teams.
Request updates on your integration cadence prompting workstream owners before every steerco and bringing updates into the right report.

Strategic Operating Layer

Prove the deal thesis with live data

Build integration reports with drag-and-drop, custom charts, and AI widgets for executive summaries, synergy progress, and integration narratives from live data.
Surface risks across workstreams with AI that flags synergies falling short, dependencies, and integration risks.
Ask AI anything like synergy progress, workstream status, emerging risks, and cross-company dependencies, drawing on every conversation and KPI.
Keep running after Day 365 as the combined company's permanent strategy execution platform, with integration work transitioning seamlessly into normal operations.
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Cascade Advanced Integrations

Unify the systems
across companies

Cascade sits above both organizations' stacks, connecting Microsoft Teams, ERPs, BI tools, and delivery platforms like Jira, Asana, and MS Project into one operating layer. Teams in both companies keep working where they work.
Explore Cascade Integrations

Cascade combines two companies into one strategy with the integration built from Day 1 and run long after.

Two companies. One strategy. One source of truth.
Cascade for M&A

Full Feature Breakdown

Feature
Support
Details
Integration Hierarchy
Build full structure from deal thesis down to workstreams, milestones, synergy targets, and tasks
Multi-Framework Support
Run the acquirer's OKRs, the target's balanced scorecard, and the combined corporate strategy side by side without forcing either to convert
Day 1, Day 100, Day 365 Milestones
Track integration milestones across the full timeline with stage gates and checklists
Workstream Configuration
Configure HR, IT, finance, commercial, operations, and any other workstreams to match your integration methodology
Deal Thesis Mapping
Map every workstream to revenue synergies, cost synergies, strategic capabilities, and organizational outcomes with AI alignment scoring
Synergy Tracking
Track financial and operational synergies against the business case the board approved
Custom Fields
Track budgets, RAG status, headcount, synergy targets, and any other integration metadata
Ownership and Collaborators
Assign owners and collaborators across both organizations at every level of the integration
Nested Workstreams
Break complex integration areas into layered sub-workstreams with progress rollups
AI Assisted Planning
Import existing integration plans from documents, spreadsheets, or slide decks
Feature
Support
Details
Both Organizations' Data
Pull live data from BI tools, ERPs, CRMs, and finance platforms across both acquiring and target entities
AI Context Capture
AI ingests meeting transcripts, emails, and files from both companies, matching them to the right workstreams
Strategy Cadences with Update Requests
Automatically prompt workstream owners across both companies ahead of every steering committee
Cross-Workstream Dependencies
Map dependencies between integration workstreams with AI flagging hidden ones across both organizations
Risk and Issue Tracking
Track risks and issues across every workstream with severity, likelihood, and AI surfacing emerging issues
AI Alignment Scoring
Continuous scoring of how each workstream is delivering the deal thesis
Multi-Year Time Horizons
Annual, quarterly, and monthly views across the integration and the combined company's strategic horizon
KPI Integration
Wire combined-company KPIs to data sources across both organizations
Feature
Support
Details
Drag-and-Drop Report Builder
Build executive integration reports with custom flow, charts, and AI widgets
Integration Review Templates
Pre-built layouts for steering committee reviews, board updates, and deal thesis tracking
AI Widgets
Auto-generate executive summaries, synergy progress, integration narratives, and risk views from live data
Multi-Deal Visibility
Run multiple acquisitions in parallel with executive oversight across the integration pipeline
Drill-Down Across the Integration
Investigate any synergy, milestone, or workstream down to the source
Ask AI Anything
Natural language queries across every workstream, KPI, and conversation across both organizations
Export to PDF, PowerPoint, and Excel
Share integration reports in the format your audience expects
Beyond Day 365
The integration structure transitions into the combined company's permanent strategy execution model
Feature
Support
Details
AI Capture from Meetings and Email
AI ingests transcripts, emails, and files from both organizations, matching them to the right workstreams
AI Draft Updates
Drafts qualitative workstream updates for owners to review and approve
AI Alignment Scoring
Continuous scoring of how each workstream is delivering the deal thesis
AI Risk and Dependency Detection
Surface emerging risks, synergies falling short, and cross-workstream dependencies
AI Synergy Variance Detection
Flag synergies falling short of targets with root cause indicators from across both organizations
Natural Language Querying
Ask questions about the integration and get synthesized answers across both companies
AI Executive Briefings
Curated integration insights delivered directly to leadership inboxes
Smart Steering Committee Prep
AI-generated agendas, summaries, and materials for every integration review
Feature
Support
Details
Delivery Tools
Jira, Asana, Smartsheet, Monday, MS Project across both organizations' project management stacks
BI Tools and Data Warehouses
Power BI, Tableau, Snowflake, SQL Server, and data warehouse connections from both companies
ERP and Finance Systems
SAP, Oracle, Workday, NetSuite for synergy and financial integration tracking
CRM and Customer Systems
Salesforce, HubSpot, Microsoft Dynamics for revenue synergy tracking
Microsoft Teams and Slack
Native integration for updates, check-ins, and context capture across both organizations
Microsoft 365
Outlook for email capture, SharePoint for document context
Custom Integrations
API, Power Automate, and Zapier for bespoke connections across both stacks
SOC 2 Type II and ISO 27001
Independently audited compliance certifications
GDPR Compliance
Full GDPR adherence with data subject rights and processing controls
SSO and Role-Based Access
Single sign-on via Microsoft, Okta, and other major identity providers
AES-256 Encryption
Encryption at rest and in transit, data isolated from public AI models
Data Residency
Hosting in US, EU, and AU

Make the merger succeed

See Cascade bring organizations into one platform, track synergies, and prove the merger delivered.
FAQs

Questions? We have answers.

How does Cascade compare to specialized M&A integration software?
Cascade covers the integration fundamentals: workstream tracking, milestone management, synergy capture, risk management, stakeholder coordination, and executive reporting. What's different is that Cascade is AI-native and strategy-first, with platform breadth that outlasts the integration project. Every workstream is tied to the deal thesis, both organizations' strategies operate in one model, and Cascade keeps running as the combined company's strategy execution platform after the integration ends. Specialized M&A platforms were built for the integration project. Cascade was built to be the combined company's operating system.
What happens to Cascade after the integration is complete?
Cascade becomes the combined company's permanent strategy execution platform. The integration workstreams transition into ongoing strategic priorities, the unified KPI structure becomes the combined company's reporting model, and the AI capabilities supporting integration continue surfacing insight across the business. M&A is the entry point; strategy execution is the long-term reason organizations stay on Cascade.
How quickly can we have an integration running in Cascade?
Most integration teams have their first acquisition live in Cascade within 2 to 4 weeks. Larger rollouts with multiple workstreams, system integrations, and stakeholder cadences typically take 4 to 6 weeks with implementation support. Cascade's AI Assisted Planning imports existing integration plans from documents or spreadsheets, so you start with your current structure instead of building from scratch.
Is our integration data secure?
Yes. Cascade is SOC 2 Type II and ISO 27001 certified, GDPR compliant, with AES-256 encryption at rest and in transit. SSO, role-based access, and full audit logs come standard. Integration data is isolated and never used to train public AI models. Data residency is available in US, EU, and AU.