IntegrationOS
by Critical Integrators

The operating layer
for every deal.

From LOI to final milestone — one system for task orchestration, diligence, team coordination, risk tracking, and AI-assisted planning.

Get started → See what's inside ↓

Built by integrators. For integrators.

Active deals Live
Operation: Coastal
Coastal HR Solutions · Day 28 post-close
68%
Operation: Apex
Apex Logistics · Day 56 post-close
78%
Operation: Talladega
Shake N Bake · 110 days to close
8%
31
tasks this week
4.2 hrs
avg completion
Built for M&A integration teams
AI-assisted task planning
Risk & diligence tracking
Team workload visibility
Playbook templates included

What it does

Everything the deal requires.
In one place.

Integration work is too complex for spreadsheets and too human for pure automation. IntegrationOS gives your team the structure without taking away the judgment.

Deal Dashboard
Portfolio view with health scores, days-to-close tracking, and at-a-glance status for every active deal.
Task Orchestration
Structured playbooks with assignees, priorities, due dates, and category-based auto-assignment logic.
Diligence Library
Reusable Q&A templates organized by category with AI extraction hints and evidence tracking.
Risk & Issues Log
Fear Board for surfacing hypotheses early. Confirmed issues tracked through resolution with ownership.
Team Resources
Acquirer and seller teams, contact management, workload visibility, and role-based access across deals.
AI Planning
Conversational playbook and diligence builder. Describe the deal — the AI structures it for you.

How it works

From kickoff to close.

01

Create a deal

Name the operation, set close dates, and establish integration milestones.

02

Build the playbook

Use a template, seed from the library, or let the AI generate one from a conversation.

03

Assign & track

Tasks route to the right people. Progress tracked. Issues surfaced before they become problems.

04

Close the loop

Integration scorecard, decision log, and readiness assessment — documented and defensible.

Platform modules

Built for the full integration lifecycle.

Deal setup
Plan Room
Playbook templates, integration levels, and milestone planning. The structure before the work starts.
PlaybooksMilestonesTemplates
Pre-close
Diligence
Structured Q&A with evidence tracking, AI extraction hints, and a confirmation flow that converts fears to logged issues.
Question templatesFear BoardAI extraction
Day 1 and beyond
Integration Execution
Task management with workload balancing, category routing, comment threads, and deadline tracking across the full team.
Task routingWorkload viewComments
Ongoing
Risks & Synergies
Issues log, risk register, and synergy tracking — the full picture of what needs attention and what's creating value.
Risk registerIssues logSynergies

Who it's for

For the people
running the deal.

Not the bankers who closed it. The operators who have to make it work on Monday morning.

Integration Managers
Portfolio dashboard, deal health scores, and the tools to run multiple integrations without losing your mind.
Project Managers
Clear task ownership, workload visibility, and a system that escalates the right things at the right time.
Deal Teams
Structured diligence, documented decisions, and a record of what was agreed — before the people who agreed move on.
Deal lifecycle
LOI signed
Deal created
Playbook initiated, team assigned, diligence template selected.
Pre-close
Diligence underway
Questions tracked, fears surfaced, issues logged before close.
Close date
Day 1 execution
Tasks activate, roles confirmed, communications ready.
Post-close
Integration in progress
Milestones tracked, risks monitored, synergies captured.
Final milestone
Integration complete
Scorecard finalized, decisions logged, handoff documented.

Get started

Integration done right,
from day one.

IntegrationOS gives your team a single operating layer for every deal. From the first diligence question to the final integration milestone.

Access the platform Talk to us first →

IntegrationOS by Critical Integrators LLC