The intelligence layer between companies and capital
Private-market intelligence, governed by your firm.
Synchronized turns decks, emails, CRM context, and data-room files into source-linked work your team can review, approve, and act on.
Free to start · No card required
Deal Intelligence for venture, growth, secondaries, and family-office teams.
Example sources the desk processes: decks, emails, term sheets, and data-room files, each tied to a company in review.
M² — the Synchronized agent. Context in. A reviewable proposal out.
From scattered work to approved firm intelligence.
Synchronized prepares the work already moving through your firm. Every claim keeps its evidence, and every lasting change keeps the team decision behind it.
01 / 03
Bring the work together.
Connect the documents, conversations, and systems your team already uses. Every extracted fact keeps its source.
Governed intakeYour sources
- Google DriveDeck received
- GmailThread matched
- SlackContext found
- SalesforceRecord linked
+ data rooms and CRM exports
Synchronized / IntakeReady to review
Company matchedSource and relationship context retained Source preservedContext resolvedProposal preparedExample ecosystem · Connection availability variesEvery fact keeps its source02 / 03
Start from context, not a blank prompt.
M² starts from what your team already has: the rounds behind each company, the firms that led them, and who is actually in the room. Never an empty box.
02 / 03 · Decision makers
03 / 03
Your team decides what lasts.
Review the evidence, approve what is true, and carry that decision into the next question or action.
03 / 03 · Approved
Deal Intelligence / First product
Prepare every deal before the review begins.
New intake becomes an evidence-backed company record, a clear proposal, and a next step your team can authorize — not another summary to file away.
- 01Brief the company and round
- 02Surface risks, relationships, and open questions
- 03Route changes through review and approval
- 04Retain the outcome for the next decision
- Live product — intake → proposal → approval, self-serve today
- Free to start · No card required
- Shaped with design partners on live deal flow
AI prepares. Humans authorize.
Governance is not a disclaimer. It is the product architecture: source, confidence, policy, approval, and history stay attached to the work.
Your data stays your data.
Every workspace is firm-isolated with zero cross-tenant access, encrypted in transit and at rest, and audit-trailed. Nothing becomes firm record without your team's approval, and nothing leaves your workspace unless your firm authorizes it.
Read the security architecture →- 01Evidence arrivesSource preserved
- 02M² preparesA proposal, not accepted fact
- 03Team authorizesHuman decision
- 04Outcome compoundsHistory retained
One governed core. A deliberate path through private markets.
- Now
Deal Intelligence
Investment teams discover, evaluate, and track companies with every claim linked to its source.
- Next
Founder Raise
Companies manage investor relationships, materials, updates, and diligence once.
- Then
Company ↔ capital
A permissioned intelligence network where shared records improve discovery, diligence, monitoring, and capital formation. Records are shared only when the firms that own them authorize it.
Other desks
Deal Intelligence is the first product. The same governed core also runs a Sales desk for revenue teams, an Advisors desk for client work, and a Restaurants desk for operators.
Sales / Same governed core
Walk into every account already briefed.
Call notes, email threads, and contracts become an enriched account record and a prepared next step — relationship context ready before the meeting, not after.
- 01Brief the account and the relationship
- 02Surface commitments, renewal dates, and stakeholders
- 03Route enrichment through review and approval
- 04Retain the outcome as team-wide memory
You're probably
wondering.
The questions teams ask
before they try it.
Synchronized turns decks, emails, CRM context, and data-room files into source-linked work your team can review, approve, and act on. M² prepares the work; your team reviews and approves it.
Bring documents, email context, CRM records, data-room exports, and the other material your team already works from. Direct document upload works in every workspace today; managed connections — like the Google Drive, Gmail, Slack, and Salesforce examples shown above — vary in availability.
Source links preserve the document, page, field, or record behind the work so your team can verify it before approval.
Only your workspace. Every firm's data is isolated with zero cross-tenant access, encrypted in transit and at rest, and covered by audit trails; a SOC 2 Type II audit is in progress. Nothing leaves your workspace unless your firm authorizes it.
Deal Intelligence for private-market investment teams is the first product. The same governed foundation also supports Sales, Advisors, and Restaurants workspaces, and a Founder Raise product for companies is next.
Start with one deal. Keep what your team approves.
Free to start · No card required
Prefer to talk first? hello@synchronized.co