Financial Data Operating System
Financial data,structured into truth.
Synchronized turns scattered deal rooms, PDFs, spreadsheets, and advisor workflows into an auditable knowledge layer your team can query, trust, and act on.
Fragmented data prevents
financial reasoning.
Deal teams and advisors spend countless hours pulling data from PDFs, spreadsheets, and emails — with no single source of truth. The bottleneck is never the analysis. It's the data.
No source of truth
Every team member reconstructs context from scratch — re-reading the same PDFs, re-parsing the same spreadsheets.
Hours lost to data entry
Deal teams and advisors spend more time pulling data out of documents than analyzing it.
Scattered across systems
Notes in email, sheets in Drive, memos in Slack, deals in your head. When diligence gets questioned, there's nothing to point to.
No audit trail
When decisions are scrutinized, there's no structured record of what was known, when, or where it came from.
Everything hitting the desk
12 artifacts
9 surfaces
Manual reconciliation · no single record
The AI financial analyst
for deal teams.
Five surfaces, one knowledge layer. Watch a deal flow from your inbox to a decision-ready briefing — without anyone copying a number twice.
Drop your deal room into the Vault
Term sheets, cap tables, IC memos, investor updates, calls — they all land in one place. The Vault classifies every file and keeps a single source of truth your team can search.
Companies, rounds, and signals get extracted
Ask anything. Get answers grounded in your data.
Score conviction across your pipeline
Decide — with the receipts
Acme Corp · Series B / Inbound
One pipeline, behind every product.
Every Synchronized surface — Deal Intelligence, advisor onboarding, IC memos — runs on the same four-stage pipeline. Documents come in. Auditable truth comes out.
Same platform, two motions.
Deal Intelligence for funds and operators. Advisor onboarding on the same layer — documents in, verified structure out.
Deal Intelligence
How it looks in the product
What's our average interest rate on Series B?
This week's conviction
Also available
Advisor onboarding
Household documents → verified records, client portal, same provenance model as Deal Intelligence.
Use cases
Truth you can audit.
We build for teams that get asked “where did this number come from?” — and need a real answer.
- Provenance on every field — cite the doc, page, and line.
- Human approval before anything is treated as truth.
- Your partner sees your deals — isolation stops at the firm boundary, with optional privacy on sensitive items.
- Audit trails for access, edits, and decisions.
You're probably
wondering.
The questions teams ask
before they try it.
Synchronized is a Financial Data Operating System. It turns fragmented financial data — PDFs, spreadsheets, emails, notes — into a structured, auditable knowledge layer. AI systems reason over this layer so deal teams and advisors can query, analyze, and act on their data instantly.
Upload your deal materials to the Vault. The system classifies, parses, and extracts structured data from every document. Then use Ask to query your firm's data with citations, track your pipeline with AI-powered conviction scores, and get company intelligence cards — all grounded in the documents you uploaded.
You don't have to trust blindly. Every extracted figure links back to its source document, page, and line number. Nothing is treated as truth until you review and approve it. The AI proposes — you decide. That's the whole point.
Deal memos, term sheets, cap tables, financial statements, investor updates, tax returns (1040, K-1, 1099), brokerage statements, trust agreements — anything your team would process during diligence or onboarding. The system classifies and structures them automatically.
Deal Intelligence is our flagship product, but Synchronized is a broader platform. The same knowledge layer powers advisor onboarding — turning client documents into verified household records. Same infrastructure, different workflow.
Firm-scoped multi-tenant isolation means your data never touches another firm's. Items are firm-wide by default, private when toggled. Every action is logged in an audit trail. Security and tenancy are architectural, not a bolt-on.
Get started
Your workspace,
minutes from now.
Create a firm, invite your team, and upload real documents. See structured records with source-linked provenance — no gate, no sales call required to begin.
