The governed AI workspace for relationship-driven business
Give your team more capacity. Keep your direction.
Work starts with reconstructing context — the latest version, what changed, who knows. Synchronized organizes it once, with every claim linked to its source. AI prepares the next step; your team decides what becomes the record.
Free to start · No card requiredDeal Intelligence for venture, growth, secondaries, and family-office teams.
Example sources the desk processes: decks, emails, term sheets, and data-room files, each tied to a company in review.
M² — the Synchronized agent. Context in. A reviewable proposal out.
From scattered context to accepted decisions.
One loop runs through every Synchronized surface: work arrives with its sources, agents prepare the next step from your team's context, and accepted decisions carry into what happens next. Nothing is accepted on your team's behalf.
01 / 03
Bring the work together.
Decks, threads, data-room exports, and CRM records become structured, source-linked context. New information enters as a proposal with its evidence attached — it never silently becomes firm truth.
Governed intakeYour sources
- Google DriveDeck received
- GmailThread matched
- SlackContext found
- SalesforceRecord linked
+ data rooms and CRM exports
Synchronized / IntakeReady to review
Company matchedSource and relationship context retained Source preservedContext resolvedProposal preparedExample ecosystem · Connection availability variesEvery fact keeps its source02 / 03
Start from context, not a blank prompt.
M² starts from what your team already holds — the rounds behind each company, the firms that led them, who is actually in the room — and prepares the brief, the draft, or the proposed change. Never an empty box.
02 / 03 · Decision makers
03 / 03
Your team decides what lasts.
Review the evidence, correct what is wrong, approve what is true. Accepted decisions become working context — the next task starts from what your team already knows, not from scratch.
03 / 03 · Approved
Deal Intelligence / First product
Prepare every deal before the review begins.
New intake becomes an evidence-backed company record, a clear proposal, and a next step your team can authorize — not another summary to file away.
- 01Brief the company and round
- 02Surface risks, relationships, and open questions
- 03Route changes through review and approval
- 04Retain the outcome for the next decision
- Live product — intake → proposal → approval, self-serve today
- Free to start · No card required
- Shaped with design partners on live deal flow
AI prepares. Humans authorize.
Governance is not a disclaimer. It is the product architecture: source, confidence, policy, approval, and history stay attached to the work.
Your data stays your data.
Every workspace is firm-isolated with zero cross-tenant access, encrypted in transit and at rest, and audit-trailed. Nothing becomes firm record without your team's approval, and nothing leaves your workspace unless your firm authorizes it.
Read the security architecture →- 01Evidence arrivesSource preserved
- 02M² preparesA proposal, not accepted fact
- 03Team authorizesHuman decision
- 04Outcome compoundsHistory retained
One governed core. A deliberate path toward bilateral workspaces.
- Now
Deal Intelligence
Investment teams discover, evaluate, and track companies with every claim linked to its source.
- Next
Founder Raise
Companies manage investor relationships, materials, updates, and diligence once — one workspace, both sides of the table.
- Then
Bilateral workspaces
Independently governed workspaces that share work when both sides authorize it. Records are shared only when the firms that own them authorize it.
One workspace. Many relationships.
Deal Intelligence is the commercial starting point. The same governed workspace also serves advisory, revenue, and restaurant teams.
You're probably
wondering.
The questions teams ask
before they try it.
Synchronized brings your team's people, agents, evidence, decisions, and connected systems into one governed workspace where AI prepares useful work, the right people review it, and accepted decisions carry forward. M² prepares the work; your team reviews and approves it.
Bring documents, email context, CRM records, data-room exports, and the other material your team already works from. Direct document upload works in every workspace today; managed connections — like the Google Drive, Gmail, Slack, and Salesforce examples shown above — vary in availability.
Source links preserve the document, page, field, or record behind the work so your team can verify it before approval.
Only your workspace. Every firm's data is isolated with zero cross-tenant access, encrypted in transit and at rest, and covered by audit trails; a SOC 2 Type II audit is in progress. Nothing leaves your workspace unless your firm authorizes it.
Deal Intelligence for private-market investment teams is the commercial starting point. The same governed workspace also serves Sales, Advisors, and Restaurants workspaces, and a Founder Raise product for companies is next.
Start with Deal Intelligence. Keep what your team approves.
Free to start · No card required
Prefer to talk first? hello@synchronized.co