Intelligence Platforms for
Private Market Investors

Purpose-built software for deal sourcing, financial modeling, and investment analysis. Automate workflows, leverage AI insights, and make faster decisions with institutional-grade tools.

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Dual Platform Architecture

Two Specialized Platforms

Enterprise-grade software built for deal professionals who demand more from their technology

Acquisitions Platform

Complete deal intelligence system for business acquisitions. From multi-source aggregation to SBA pre-qualification, manage your entire pipeline with AI-powered insights.

Key Capabilities:

  • Automated deal sourcing across marketplaces

  • 3-year financial projections & scenario modeling

  • SBA 7(a) loan pre-flight system

  • AI scoring with transparent explanations

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Real Estate Intelligence

Automated foreclosure and property intelligence platform. Monitor court filings, score opportunities, and identify high-equity deals before the competition.

Key Capabilities:

  • 24/7 automated court case monitoring

  • AI property scoring & equity analysis

  • Custom alert builder for new opportunities

  • Document intelligence & geocoding

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Built for Professionals

Why Leading Investors Choose Syndeo

Purpose-built software that understands the nuances of private market investing

AI-Powered Intelligence

Advanced machine learning for deal analysis, risk detection, SWOT generation, and investment memos. Transparent scoring with human override capability.

Workflow Automation

Automated sourcing, intelligent monitoring, smart alerts, and bulk operations. Save 20+ hours per week on manual research and data entry.

Excel-Grade Modeling

3-year projections with monthly precision, scenario analysis, DSCR calculations, and comprehensive financial diagnostics—all in your browser.

Enterprise Capabilities

Institutional-Grade Functionality

Powerful features designed for serious deal professionals

Granular Permissions

Share deals and cases with investors, lenders, and advisors using token-based access. Control exactly what each stakeholder can see and do.

Risk Management

Automated risk detection across 10 categories with severity scoring, mitigation tracking, and comprehensive red flag analysis.

Document Intelligence

Extract data from PDFs, generate lender packs, create LOIs, and organize documents with smart categorization and full-text search.

Interactive Analytics

Dynamic visualizations for financial projections, pipeline metrics, and performance tracking. Export to Excel, CSV, or PDF.

Scheduled Automation

Set-and-forget monitoring jobs with dynamic date ranges and automatic updates. Never miss an opportunity.

Complete Audit Trail

Track every change, score revision, and document version. Full transparency and compliance for institutional investors.