The PMI Playbook built for private equity
Not a checklist: an operating system. 410 tasks across 10 workstreams, phase-sequenced from Day 0 to Day 90+, delivered as a working file your team can run the same day.
The structure we run on real deals
- 410 tasks across 10 workstreams: finance & reporting, operations, commercial, technology, human capital, and more, each with owners and definitions of done.
- Phase-sequenced Day 0 → Day 90+: orient and stabilize, build and accelerate, validate and expand. The 30/60/90 rhythm that keeps momentum from leaking.
- Synergy activation lines: where IC-memo assumptions become workstreams with targets and milestones.
- Reporting cadence built in: the weekly operating report and board-update structure, so accountability is structural, not remembered.
Get the PMI Playbook
Sent personally by the founders, usually within the hour. No drip campaign follows it.
Built for lean teams running multiple integrations
Replace improvisation with a repeatable system
Most integration teams work from memory, peer advice, and whatever tools are already open. This gives your firm its first structured playbook: one that exists outside anyone's head and runs the same way every time.
Know where you stand without building a report
Manual reporting means you're always looking backward. With every workstream tracked in one place, progress is visible before drift becomes a variance you're explaining at the IC meeting.
Every integration runs faster than the last
First use: set up in under an hour. By deal four, your team runs a machine: same structure, compounding experience, zero standing starts.
Want this playbook running inside a live integration?
The playbook is the map. BowMerge is the team that drives: a validated 100-day plan on Day 1, weekly drift signals, board-ready reporting.
See BowMerge in Action