Syndeo · Acquisitions Platform

Complete Deal Intelligence for Business Acquisitions.

From automated deal sourcing to 3-year financial projections, manage your entire acquisition pipeline with AI-powered insights and institutional-grade tools.

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Automated deal sourcing AI-powered analysis 3-year financial projections

End-to-End Deal Management

Everything You Need in One Platform

Purpose-built software that automates the entire acquisition workflow, from sourcing to closing.

01 / Sourcing

Automated Deal Sourcing

Set-and-forget automation across major marketplaces. New opportunities automatically imported, enriched, and scored while you sleep.

  • Multi-marketplace aggregation
  • Automated 24/7 monitoring
  • Duplicate detection & deduplication

02 / Analysis

AI-Powered Analysis

Advanced machine learning integrated throughout. SWOT analysis, risk detection, investment memos, and transparent scoring with human override.

  • Automated SWOT generation
  • 10-category risk assessment
  • AI investment memo generation

03 / Modeling

Financial Modeling

Excel-grade 3-year projections with monthly precision. Scenario modeling, DSCR calculations, and comprehensive valuation tools.

  • 3-year monthly projections
  • Multiple scenario comparison
  • SBA 7(a) pre-flight system

Key Features

Powerful Features for Deal Professionals

Built by investors, for investors. Every feature designed to save time and improve deal quality.

01 / Scoring

Intelligent Deal Scoring

Configurable criteria-based scoring with AI insights. Create custom scoring models that match your investment thesis, with transparent explanations for every score.

Custom Criteria
Define your own scoring metrics and weights
AI Enhancement
Advanced AI provides additional context and insights
Manual Override
Always maintain human control over final scores
Bulk Scoring
Score multiple deals in parallel

02 / Pipeline

Pipeline Management

Kanban-style workflow with customizable stages. Track deals from first contact through closing, with full audit trails and collaboration tools.

Custom Stages
Define deal stages that match your process
Activity Tracking
Log notes, calls, meetings, and tasks
Team Collaboration
Share deals with partners and advisors
Analytics Dashboard
Track pipeline velocity and conversion

03 / Documents

Document Intelligence

Extract data from PDFs, generate lender packs, create LOIs. Smart categorization, version control, and full-text search across all documents.

PDF Extraction
Auto-extract financials from documents
Lender Packs
Generate SBA-ready document packages
Version Control
Track every document revision
Full-Text Search
Find anything across all documents

04 / Risk

Risk Management

Automated risk detection across 10 categories with severity scoring. Track mitigation strategies and maintain comprehensive red flag analysis.

10 Risk Categories
Financial, operational, legal, market risks
Severity Scoring
Low, medium, high, critical classifications
Mitigation Tracking
Document how you'll address each risk
AI Detection
Automated red flag identification

Who It's For

Built for Every Deal Professional

Whether you're a searcher, advisor, or institutional buyer, our platform adapts to your workflow.

01

Self-Funded Searchers

Automate deal sourcing across marketplaces. Spend less time hunting, more time evaluating. Built-in financial modeling and SBA pre-qualification tools.

02

Search Funds

Collaborate with investors and advisors. Share deals with granular permissions. Track pipeline metrics and demonstrate systematic deal evaluation.

03

Family Offices & PE

Institutional-grade tools with enterprise security. API access, custom integrations, and white-label options available for larger teams.

Get started

Ready to Transform Your Deal Flow?

Join deal professionals using Syndeo to source better deals, make faster decisions, and win competitive opportunities.

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