The 100-Day PE Integration Playbook
Not a checklist, an operating system. 410 tasks across 10 workstreams, phase-sequenced from Day 0 to Day 90+.
Built for lower middle-market private equity firms
Designed exactly for lean operating teams running multiple integrations simultaneously.
Replace improvisation with a repeatable system
Most integration teams are working 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 to find out
Manual reporting means you're always looking backward. With every workstream tracked in one place, progress is visible in real time, before drift becomes a variance you're explaining at the IC meeting.
Every integration runs faster than the last
The first time you use it, you're 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?
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