Private Markets
Take your diligence from dataroom to IC memo
FinSynth is auditable AI research infrastructure, purpose-built for private markets investment teams. Its AI agent runs complex institutional-grade workflows like deal screening, due diligence, financial spreading and IC memos, on public information and your own documents, tracing every output back to its source.
- Buyout
- Growth equity
- Private credit
Where FinSynth fits into the deal process
Deal screening
Add a CIM or teaser and ask FinSynth for a first read: the business, the numbers, the sector and the questions worth asking, each point linked to the page it came from. Decide quickly which deals deserve the team’s time.
Due diligence
Add the full dataroom and ask FinSynth to work through every document, summarising the findings and risks with each one linked to its source. For credit deals, it pulls the key terms and covenants from the credit documents too.
Spreading and valuation
Ask FinSynth to spread the financials from CIMs, management accounts, scans and messy PDFs into your template, then build the model and benchmark the deal against public comps and market spreads from your data providers, with every figure sourced.
Credit and IC memos
Ask FinSynth to draft an IC or credit memo in your template and it brings together the investment case, financials, risks and diligence findings, each claim linked to its source.
Portfolio monitoring
Add each quarter’s portfolio company packs and ask FinSynth to normalise the numbers, compare them with plan and prior quarters, and show what changed, each figure linked to the pack it came from.
+ Hundreds more research workflows, all in one agent
How your team works with FinSynth
Fast to draft. Faster to trust
Bring your research context
Your house format
Models, spreads and memos built in your templates, the way your team already works
Dataroom
Keep CIMs, deal datarooms, management accounts and credit documents in folders, and attach them to any session
MCP connectors
Connect FinSynth to your data providers and tools, like Snowflake and Microsoft 365
Run your workflow
Runs your research workflows
Deal screening, due diligence, spreading and valuation, credit and IC memos and portfolio 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 spreading or memo routine once, then run it on every deal
Review the evidence
Every output cited
Each number and claim links to the exact page in the CIM, dataroom document, credit agreement or filing
Review citations
Before a memo goes to IC, select any range and step through the source of every number in one pass
Customers
Hear what the analysts
have to say
“Our associates basically stopped doing tie-outs. Click a number in the IC memo and it opens the right page of the CIM.”
FinSynth is auditable AI research infrastructure, purpose-built for private markets investment teams. Its AI agent runs complex institutional-grade workflows like deal screening, due diligence, financial spreading and IC memos, on public information and your own documents, tracing every output back to its source. It works as an Excel add-in and as a web app.