Family Offices

Take your research from draft to decision

FinSynth is auditable AI research infrastructure, purpose-built for family office investment teams. Its AI agent runs complex institutional-grade workflows like company research, private deal reviews, valuation and investment memos, tracing every output back to its source.

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Built to work across the portfolio
  • Public equities
  • Direct deals
  • Co-investments

Where FinSynth fits into family office research

Get up to speed

Point FinSynth at a company, sector or market and it maps the business, its segments, key metrics and what management has been saying, each point linked to its source. Add your own broker notes and expert calls from the Dataroom and it works across those too.

Diligence

Give FinSynth your thesis on a listed name and it tests each point against filings and transcripts, then builds the strongest case against it. For a direct deal or co-investment, add the documents to the Dataroom and it summarises the business, the numbers and the key risks, each point linked to the page it came from.

Valuation

Ask FinSynth to build comps against the peer set or a model in your template, calendarising and normalising metrics across different fiscal years and reporting formats. Use it to value a listed holding or price a private deal, with every input traced to its source.

Investment memos

Ask FinSynth to draft a memo for your principals or investment committee and it brings together the thesis, valuation, risks and supporting data from your research, each claim linked to its source.

Monitoring and updates

When a holding reports, ask FinSynth to update your model and flag where results beat or missed consensus, each figure linked to the release. Ask whether the original thesis still holds and it checks it against everything reported since.

+ Hundreds more research workflows, all in one agent

How your team works with FinSynth

Fast to draft. Faster to trust

01

Bring your research context

  • Your house format

    Models, comps and memos built in your templates, the way your office already works

  • Dataroom

    Keep deal documents, broker notes, expert call transcripts and internal research in folders, and attach them to any session

  • MCP connectors

    Connect FinSynth to your own data and tools, like Snowflake and Microsoft 365

02

Run your workflow

  • Runs your research workflows

    Company research, diligence on public and private deals, valuation, investment memos and monitoring, all from one agent

  • Works in Excel and on the web

    Use it as an Excel add-in inside your existing models, or in the web app for research and memos

  • Skills for repeat workflows

    Teach FinSynth your memo or deal review routine once, then run it on every new opportunity

03

Review the evidence

  • Every output cited

    Each number and claim links to the exact line in the filing, release, transcript or your own documents

  • Review citations

    Select a range of cells and step through the source of every number in one pass

Customers

Hear what the analysts
have to say

“We’re a small team looking at listed names and private deals at the same time. FinSynth lets us go a lot deeper on both without adding people.”
Family Office Investment Director

Frequently Asked Questions

Questions family office teams ask

support@finsynth.ai

FinSynth is auditable AI research infrastructure, purpose-built for family office investment teams. Its AI agent runs complex institutional-grade workflows like company research, private deal reviews, valuation and investment memos, tracing every output back to its source. It works as an Excel add-in and as a web app.