Read every CIM
before your analyst
opens the first one.
Deal teams drown in documents. Synchronized extracts company financials, scores deal priority, and generates investment memos — so your team focuses on decisions, not data entry.
Your analysts are the most expensive
PDF readers in the room.
Institutional deal flow generates thousands of pages per quarter. Most of that data never makes it into a structured system — it lives in someone's head, or worse, in an email attachment.
Diligence is a document problem
CIMs, cap tables, financial models, and legal agreements arrive in bulk. Your analysts spend days extracting the same figures from the same types of documents, deal after deal.
Context is scattered across people
Meeting notes live in someone’s notebook. IC feedback is in email threads. The latest valuation is in a spreadsheet only one person maintains. No single system holds the full picture.
Pipeline management is manual theater
Your CRM tracks deal status, but it doesn’t know what’s actually in the CIM. Moving a deal to “diligence” doesn’t mean the data has been extracted — it means someone changed a dropdown.
Documents go in.
Intelligence comes out.
The same extraction pipeline that powers our advisor product — applied to deal flow. Ingest, model, score, act.
Ingest the deal room
Drop in deal sheets, CIMs, meeting notes, or call transcripts. The system classifies each document, extracts company financials, entity structures, key terms, and risk indicators.
AI-powered deal scoring
Every deal is scored across four dimensions: urgency, strategy fit, conviction strength, and execution risk. The reasoning engine surfaces what needs attention and why.
Daily briefings that replace standup
Which deals need action today, which companies have stale data, what signals emerged overnight. A briefing built from your actual pipeline data.
Investment memos on demand
Generate structured memos from deal data: company overview, thesis, key metrics, risks, and next steps. Every claim cites its source.
Investor and contact intelligence
As deals flow through the system, Synchronized maps the investor landscape: who’s leading rounds, who appears across deals, who your team has engaged with.
Portfolio Q&A
Ask natural language questions about your pipeline: “Which deals fit our secondaries strategy?” “What’s our average check size?” The system answers with citations.
From deal sheet to decision
Five steps between raw deal flow and an actionable, scored pipeline — your team only handles the last one.
Deal sheets and documents come in
EquityBee exports, Forge listings, CIMs, meeting notes — upload anything. The system classifies and routes automatically.
Extraction builds the deal model
Enrichment fills the gaps
Reasoning scores what matters
Your team acts on intelligence
Average extraction time per document
Scoring dimensions per deal
Source-linked extractions
Decisions made without your approval
Questions from
deal teams
How is this different from our CRM?
Your CRM tracks deal status and contacts. Synchronized reads the actual documents — CIMs, cap tables, financials — and builds a structured model of what’s inside them. Think of it as the intelligence layer that makes your CRM meaningful.
What documents can it process?
CIMs, investor decks, financial models, cap tables, term sheets, meeting notes, call transcripts, deal sheets from platforms like EquityBee, Forge, and AngelList — plus CSV/Excel exports from your existing tools.
How does the deal scoring work?
Four weighted dimensions: Why Now (35%), Strategy Fit (30%), Conviction (20%), and Execution Risk (15%). Each dimension is computed from your actual pipeline data — IC review status, data freshness, missing information, meeting history.
Can I trust the extraction?
Same principle as our advisor product: every extracted field includes a confidence score and links back to its source. Your team reviews and verifies through a QA queue before anything becomes official. The AI proposes — your analysts decide.
How does this relate to Synchronized for advisors?
Same core technology — document extraction, structured modeling, human verification — applied to a different domain. For advisors, the model is a household financial graph. For deal teams, it’s a company and deal graph. Same pipeline, different vertical.
Your next deal shouldn't start
with an analyst reading a PDF.
Send us a CIM or deal sheet. We'll show you the structured model, scoring, and memo that comes back.
See a deal processed