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A free Claude AI skill built for PE-backed roll-up operators. Tell it about your deal — get a board-ready integration plan with milestones, risk register, KPIs, and governance in minutes.
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1-page board memo: deal snapshot, complexity rating, top 3 risks, milestones, resource estimate, synergy range.
Secure the business without breaking anything. Financial bridge, employee comms, IT inventory, customer outreach. Stabilize first, migrate second.
System migration in the correct order. Process harmonization. Org design. Synergy capture with dollar-impact estimates.
Go-live milestones, policy rollout, KPI dashboard, and the transition from integration mode to BAU.
Top 10 risks by likelihood and impact, with mitigation actions and owners.
8-12 measurable KPIs. Meeting cadence, decision rights, escalation path, PE reporting structure.
What to template for deal 2+. Target: compress integration from 100 days to 65-70 by deal 3.
The generator gets you 80% there. The last 20% — data migrations, systems that don't talk to each other, the stakeholder blocking the ERP cutover — that's where hands-on execution matters.
PMI Stack handles system migrations, data cleanup, and technical heavy lifting for PE-backed roll-ups.
