Every deliverable answers one of three questions
Where are we versus the investment thesis? What needs to happen in the next 30 days? What will I show the LP next quarter? If a piece of work doesn't answer one of those, we don't send it.
Operating Partners
You cover eight to twelve portcos with little or no integration staff. The thesis is your promise, and the first hundred days decide your year.
The fires, ranked
Which two portcos need you today? BowMerge answers that in under two minutes: risks ranked by EBITDA impact across your whole book, so your attention goes where the money is.
Value creator, not process person
Your associates stop pulling data and reconciling spreadsheets. You walk into every room with validated numbers you didn't have to build, and the judgment calls stay yours.
Board-ready, always
The monthly narrative and quarterly LP story assemble themselves from live data. Every figure carries its source and its reviewer. Nothing you present can be pulled apart.
Managing Directors & Heads of Value Creation
The question you're paid to answer: is the fund's money coming back, and how much, on real data?
One view across a messy portfolio
Six portcos on four different ERPs, three HRIS systems, and two still on spreadsheets: every workstream tracked across every entity simultaneously, unified into one defensible EBITDA bridge view without forcing anyone to standardize systems. That's the fund-level story BowMerge maintains for you.
Economics that improve the deal
Priced per deal, below the boutique consultancy, borne as portco opex the fund already expects to spend post-close. It doesn't dilute fund economics: it protects the EBITDA the deal was underwritten on.
Portfolio company CEOs & CFOs
A direct answer to a fair question: no, this is not surveillance.
Less reporting burden, not more
We work from the systems you already run and the exports your team already produces. No new tool for your people to learn, no duplicate data entry, no parallel process to feed.
Read-only. Always.
BowMerge never writes to your systems. Access is role-based and scoped by entity: each company sees only its own integration, external parties join on viewer roles, and every action is logged and auditable. Your data is isolated per fund; it never trains anything that benefits anyone else.
A clear path back on track
When targets slip, you see exactly where and why, with a concrete plan,, not a blame exercise. The same numbers your Operating Partner sees are the numbers you see.
Built for the lower middle market
Portco EBITDA $3–25M. Funds $250–750M. Buy-and-build. If that's your world, this was built for you.
See BowMerge in Action