The AI-native value creation team for lower middle-market PE

Deliver the EBITDA you promised at close

BowMerge does the value creation work between close and exit: capturing the synergies you underwrote, surfacing EBITDA opportunities you didn't, and handing you board numbers someone has already checked. You make the calls. We do the work.

Marrow Creek Fund IIOperating Partner view · 9 portcos · 4 active integrations
Try it: your calls, our work
Decisions waiting on you · evidence attached to each
Labor consolidation (G&A)
Hal's HVAC Repair · EBITDA impact $180K
Run-rate hit $180K for 2 consecutive months. Move Modeled → Committed?
Fleet optimization
TET Electricians · EBITDA impact $92K
CFO-confirmed GL data ties to $92K captured. Mark Realized?
Vendor contracts
Garage Repair Kings · EBITDA impact -$40K
Renewal slipped 2 weeks. Flag At Risk on the bridge?
Day 1
Validated 100-day plan from your IC memo, not week three
30%
More synergies captured, in half the time
100%
Of figures human-validated with full provenance
Trusted by
The Problem

Eight to twelve portcos. Zero integration staff. Every day of delay is EBITDA gone.

You're not short on effort: you're the system holding it all together, and the numbers look good while feeling uneasy. The truth lives in disconnected ERPs, HRIS systems, CRMs, and spreadsheets; by the time it's compiled, it's stale, and the synergy you promised the IC is slipping. Tools make you do the work. Consultants bill six figures by the hour. Generic AI hands you a confident, wrong answer.

How BowMerge Works

AI does the work. Experts validate it. You make the calls.

1

AI Extraction

Our AI ingests your IC memo, data room, and portco operating data, and drafts the integration plan, synergy targets by workstream, milestone schedule, and risk flags ranked by EBITDA impact. At machine speed.

2

Human Validation

A BowMerge expert with PE judgment reviews every figure before you ever see it: correcting unrealistic targets, re-ranking risks, and signing off. No number reaches you unvalidated. This is what generic AI can't do.

3

You Decide

You receive finished, board-ready deliverables, not software to configure, not a template to fill in. You review, prioritize, and act. Decision-maker, never data-chaser.

What You Receive

A deliverable cadence, not a login

Day 0

Validated 100-Day Plan

From your IC memo: synergy targets by workstream, milestones, and EBITDA-ranked risks: delivered at close, not week three.

Weekly

Drift Signals

Every workstream statused at a glance: On Track, In Progress, At Risk, and ranked by EBITDA impact. Slippage surfaces before it becomes a partner-meeting surprise.

Monthly

Board-Ready Narrative

Vs. thesis, captured, at-risk, and next: formatted to your firm's reporting standard. Senior stakeholders never log into anything; finished reporting arrives ready to present.

Quarterly

LP / IC Review

The validated value creation story across the portfolio: every number defensible in front of LPs.

The Alternatives

Why firms choose BowMerge

OptionWhat you actually getBowMerge
PMI softwareA tool you configure, populate, and maintain yourself. The work is still yours.We run the system. You receive outcomes.
PMI consultanciesSix figures, billed by the hour, and none of the learning compounds to your benefit.Priced per deal, below the boutique, and sharper every deal.
Generic AI copilotsConfident, unvalidated output with no provenance: a career risk in front of an LP.Every figure human-validated, with source, reviewer, and date attached.
Built for Diligence

Numbers you can defend in any room

PE is trust-gated. Our integrity rules aren't features: they're the foundation of the service.

  • Provenance on every figure: source, validating expert, and data vintage attached to every number you present.
  • Read-only, always: we never write to a portco system.
  • Per-fund data isolation: no fund's playbook ever benefits another fund.
  • Realized means realized: no synergy is marked captured without general-ledger evidence behind it.
  • Nothing external without review: every deliverable passes human sign-off before it reaches you.
Results

Why firms love BowMerge

I had a validated 100-day plan the day we closed, not three weeks later. I walk into every board meeting with numbers I can defend. I haven't had that anywhere else I've worked.

Michael ReedPartner, Managing Director @ Republic Capital Group
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Everyone talks about speeding up value creation without cutting corners. BowMerge is the first solution I've seen that actually makes it happen. It removes the noise and keeps the deal thesis front and center.

Ahmet CelikokManaging Partner @ Strata Consulting
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Engagement Model

Priced per deal. Never a subscription.

BowMerge is priced per deal, anchored below the boutique consultancy you'd otherwise hire. Billing is milestone-based and tied to deliverables you can hold in your hands, the expense sits in portco opex, and onboarding and support are included: no seats, no licenses, no add-ons. One validated deal typically becomes the standard across the Operating Partner's full book.

Put down the spreadsheet. Start delivering on your investment thesis.

The last tool your firm bought died in month three because nobody adopted it. There's nothing to adopt here: we do the work. See what BowMerge would have caught in week two of your last deal.

See BowMerge in Action