Syndeo Holdings · Technical Portfolio & R&D Project

Welcome to my playground!

Syndeo is my personal R&D environment for exploring automation, analytics, and AI-driven decision-support systems. Built as a technical portfolio project, and a home for my imagination.

The Acquisitions prototype's financial analysis view: acquisition cost, year-one revenue, EBITDA and a 3-year income statement projection
Acquisitions research prototype · Financial analysis & 3-year projections
Personal R&D environment Automation · Analytics · AI-driven decision support Technical portfolio project for Jason Obomeghie

What I explore

Inside the Playground

Automation, analytics, and AI-driven decision-support systems, built and tested in one place.

01

Automated Data Pipelines

Experimentation with ingestion frameworks, unstructured text processing, and multi-source consolidation workflows.

Ingest
02

AI & Document Intelligence

Testing LLM-powered extraction models for legal, financial, and property documents.

Extract
03

Interactive Analytics

Building clean, intuitive UIs that simplify complex data into actionable insights.

Visualize

Prototypes & concepts

Research Focus Areas

Each project is a non-commercial exploration, built purely as part of this portfolio.

01 / Prototype

Acquisitions Research Prototype

A non-commercial exploration of automated deal evaluation, LLM-based document parsing, and financial modeling pipelines. Designed purely as a portfolio project.

02 / Prototype · New

Real Estate Intelligence Prototype

A research-focused prototype exploring automation around property filings, foreclosure signals, and document intelligence.

03 / Trading research · New

Quant Edge 94

Algorithmic trading research and live strategy execution, running against a real paper-trading account with capital-capped strategy folders.

04 / BI design · New

DashCraft

Connects to live data, discovers what is worth measuring and designs whole dashboards from it, then refines them in plain English: KPIs, Sankeys, metric trees, what-if scenarios, share links and a Power BI build guide, with Bloom on hand to help.

05 / UI concept

Program Dashboard Concept

A UI exploration of an executive-level portfolio & program management dashboard - delivery health, financials, KPIs, and dependencies for a multi-team initiative, at a glance.

Straight from the running apps

Platform Demos

Walkthroughs of all four prototypes, recorded in the running apps.

01

Acquisitions: Deal Sourcing & Scoring Demo

Automated deal evaluation, LLM-based document parsing, and financial modeling pipelines.

02

Real Estate: Case & Property Intelligence Demo

Automation around property filings, foreclosure signals, and document intelligence.

03

Quant Edge 94: Algorithmic Trading Research Demo

Live strategy execution against a real paper-trading account with capital-capped strategy folders.

04

DashCraft: Live Data to Dashboard Demo

Connect a warehouse, let discovery suggest what to measure and design a whole live dashboard, then refine it in plain English with AI Refine. Also metric trees, funnel analysis with its Sankey, Bloom the companion, and read-only share links.

05

Program Dashboard Concept: Executive View Sample

A UI exploration, not a live module - a sample executive rollup for tracking delivery health, financials, KPIs, and dependencies across a multi-team program.

Sample executive program dashboard: delivery status, financial status, KPIs, financials table, resources, phases, and program dependencies

Let’s connect

Access Platform

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