Campfire Interactive announced it has acquired Cover 4 PM, adding program and project management capabilities to its AI-enabled profit optimization platform for automotive suppliers and manufacturers.
The deal brings Cover 4 PM’s manufacturing-specific workflows into Campfire’s system, which the company says already supports more than $200 billion in managed revenue across its customer base. Campfire positions the combined offering as a single “intelligence layer” that connects forecasting, quoting, and program execution, aiming to help manufacturers move faster on bids, plan complex scenarios, and reduce margin leakage across supplier programs.
Campfire framed the acquisition against a more volatile operating environment for manufacturers, citing supply-chain disruption from new OEM entrants, tariffs, geopolitical tension, and regulatory and environmental initiatives. The company said many suppliers still lack real-time forecasting tools and digital-twin style scenario planning, creating a gap between forecasted and actual margins. Campfire estimates the average U.S. supplier selling into automotive manufacturing loses about 5% of operating margin annually due to inaccurate forecasting and “program leakage,” according to company data.
Campfire CEO Alex George said the company is focused on helping domestic manufacturers compete with faster-moving global rivals, particularly in China, by compressing decision cycles and removing supply-chain inefficiencies. Campfire also said customers can realize meaningful savings through improved responsiveness, more accurate margin forecasts, and better execution, describing an 8–10x ROI from closing the gap between forecast and actual program margins.
Cover 4 PM’s team, including co-founders Joe McCarthy and Rob Giannone, will continue operating under Campfire. The acquisition also follows Invictus Growth Partners’ $37 million majority investment in Campfire in September 2024, with Invictus leaders framing the deal as an expansion of the workflows Campfire can support for enterprise customers.
KEY QUOTES:
“A lot of what we’re seeing in China has to do with their industry’s ability to move at scale and with incredible speed. Foundational to that advantage is quick decision-making and the ability to remove inefficiencies from their supply chain.”
“With the acquisition of Cover 4 PM, we are better able to broaden our program management capabilities and open the aperture for AI applications. The use cases we address are ripe for AI, and we are focused on expanding those capabilities across everything we do.”
Alex George, CEO, Campfire Interactive
“We are excited to join forces and broaden our ability to serve this important market in transition.”
Joe McCarthy, Co-Founder, Cover 4 PM
“Our customers have become more interested in applying AI to their business, and this combination accelerates that reality.”
Rob Giannone, Co-Founder, Cover 4 PM
“Campfire is executing on its mission to build the leading profitability operating system for manufacturers globally. The acquisition of Cover 4 PM is another step towards that mission and expands the scope of workflows Campfire can support, strengthening its ability to deliver measurable ROI and operational impact for its large enterprise customers.”
William Nettles, Co-Founder and Managing Partner, Invictus Growth Partners; Board Member, Campfire Interactive
“The manufacturing sector is rapidly realizing that the old ways of doing business will not keep them competitive over the next 5-10 years. For many companies, this has become an immediate and existential problem. Campfire’s expanding capabilities help manufacturers unlock the speed and agility required to remain relevant as new generations of winners emerge.”
Jeremy Lai, Partner, Invictus Growth Partners; Board Member, Campfire Interactive
