For investment teams

Every deal,prepared before you open it.

Decks, memos, term sheets, and founder calls become a source-linked investment memo your IC can trust — and a deal record that remembers itself.

What hits the desk

It arrives as a mess.

A deal arrives as a pile of unstructured claims, scattered across six surfaces, contradicting itself.

Pitch decks & one-pagersTerm sheets & SAFEsCap tables (v3, v4, v4-final)Data room exportsFounder call transcriptsForwarded email threads
The analyst tax

And someone pays for it.

An associate spends the first day of every deal pulling figures out of PDFs instead of forming a view.

  • 01A metric lifted from a deck, treated as fact.
  • 02A pre-money figure that three documents disagree on.
  • 03A relationship marked warm, based on a two-year-old email.
  • 04When the IC asks where a number came from, no one can point to it.
The loop, applied to your work

Parse. Extract. Propose. Approve.

The same four-stage motion runs behind every Synchronized surface. The AI prepares the work. You hold the pen.

01

Parse

Read the deck, term sheet, and data room — every page, in order.

02

Extract

Pull metrics, terms, and the cap table, each carrying its source and confidence.

03

Propose

Draft a structured memo: what matters, what conflicts, what to diligence.

04

Approve

The partner reviews, edits, and signs. Only then is it the firm's view.

Human gate
The proof

The memo, source-linked

Not a summary. A reviewable investment memo where every figure clicks back to the page it came from.

Deal Intelligence · approved recordSigned

ARR

$4.2M

deck p.7

Pre-money

$38M

term_sheet_v4

Net revenue retention

118%

data_room/metrics.xlsx

Lead relationship

Warm — intro via Kara

email · Apr 22

Every field clicks back to its source

Inside the product

Not a mockup. The actual workspace.

Captured from a live deal team's workspace — the pipeline, the gate, the records, and the work prepared overnight.

01

The pipeline

every live deal, with round, stage, and available allocation.

meridian.synchronized.co / pipeline
Deal pipeline with live companies, rounds, and status
02

The gate

proposed changes, each with its sources, waiting for you to ratify.

meridian.synchronized.co / review
Review queue showing proposed field updates with their sources
03

The company record

key metrics and people, with evidence and sources attached.

meridian.synchronized.co / companies
Company detail with key metrics, key people, and an evidence tab
04

The night shift

work prepared while you slept, nothing applied without a signature.

meridian.synchronized.co / overnight
Overnight run that proposed company updates and follow-ups
The compounding moat

The deal remembers itself

Every approved fact becomes part of the firm's memory. Next quarter's diligence starts from what you already verified — not from a blank page.