# BowMerge

> BowMerge is the AI-native value creation team for lower middle-market private equity. It delivers validated post-close value creation outcomes, not software to configure. AI extracts and monitors at machine speed; BowMerge experts with PE judgment validate every figure before the client sees it; Operating Partners make the decisions.

## What BowMerge does

- Delivers a validated 100-day integration plan from the IC memo on Day 1 of close (vs. the industry-standard week three)
- Provides weekly drift signals: variance against investment-thesis commitments, ranked by EBITDA impact
- Produces monthly board-ready narratives and quarterly LP/IC reviews from live portfolio data
- Normalizes data across whatever systems portfolio companies run (QuickBooks, NetSuite, ADP, Salesforce, HubSpot, spreadsheets) into one defensible EBITDA bridge view
- Attaches provenance to every figure: source, validating expert, and data vintage

## Who it serves

- Primary: Operating Partners at lower middle-market PE firms (funds $250M–$750M, portco EBITDA $3M–$25M) covering 8–12 portfolio companies with little or no integration staff
- Also: Managing Directors / Heads of Value Creation (fund-level view) and portfolio company CEOs/CFOs (reduced reporting burden, read-only access, per-fund data isolation)

## How it's different

- PMI software (DealRoom, Midaxo, etc.) makes the client do the work; BowMerge runs the system and delivers outcomes
- PMI consultancies bill six figures by the hour with no compounding; BowMerge is priced per deal, below the boutique, and gets sharper with every deal
- Generic AI copilots produce confident, unvalidated output; every BowMerge figure is human-validated with full provenance

## Engagement model

- Priced per deal, milestone-based billing, typically borne as portfolio-company operating expense
- Never a subscription; no seats or licenses
- Fund-level standard available for firms running multiple deals per year

## Key pages

- [Home](https://www.bowmerge.com/): positioning and proof
- [How It Works](https://www.bowmerge.com/how-it-works): the three-layer engine (AI extraction, human validation, client decision) and the four-cadence deliverable rhythm
- [Who It's For](https://www.bowmerge.com/who-its-for): Operating Partners, MDs, portco CFOs
- [Case Studies](https://www.bowmerge.com/case-studies): Republic Capital Group, Strata Consulting
- [About](https://www.bowmerge.com/about): why BowMerge became an AI-native services company

## Guides and reference content

- [How to Build a Value Creation Plan for a Portfolio Company](https://www.bowmerge.com/insights/how-to-build-value-creation-plan-portfolio-company): components, levers, day-to-day use, common failures; includes step-by-step HowTo and FAQ
- [What a 100-Day Plan Looks Like for a Lower Mid-Market PE Deal](https://www.bowmerge.com/insights/what-100-day-plan-looks-like-lower-mid-market-private-equity): plan structure, 30/60/90 framework, mistakes to avoid; includes step-by-step HowTo and FAQ
- [Best Post-Merger Integration Software for Lower Mid-Market Private Equity](https://www.bowmerge.com/insights/best-post-merger-integration-software-lower-mid-market-private-equity): what to look for, why generic tools and enterprise platforms both fail this segment
- [Private Equity Value Creation Glossary](https://www.bowmerge.com/insights/private-equity-value-creation-glossary): definitions of 100-day plan, EBITDA bridge, synergy bridge, run-rate vs realized synergy, VCP, IMO, workstream, and related terms
- [PMI Playbook](https://www.bowmerge.com/pmi-playbook): the BowMerge post-merger integration playbook
- [All Insights](https://www.bowmerge.com/insights): full article and partnership archive

## Contact

- Book an introductory call: https://calendly.com/sjooma-bowmerge/bowmerge-introductory-call
- LinkedIn: https://www.linkedin.com/company/bowmerge