PE thrives on speed, precision, and insight — yet manual work, outdated tools, and scattered data slow you down. We remove these bottlenecks so your team closes better deals, faster.
Say goodbye to…
- Wasting hours on low-quality deal leads
- Manually piecing together market intelligence
- Due diligence that drags on for weeks
- Losing deals to faster-moving competitors
- Inefficient portfolio performance tracking
- Endless internal email chains and spreadsheet chaos
- Repetitive admin tasks stealing focus from strategic work
How It Works
Upload Investment Criteria
Simply share your investment thesis, sector focus, and deal parameters.
Let the system work for you
Our AI scours proprietary databases, public sources, and networks to identify high-fit opportunities — then screens them for alignment.
Review your curated pipeline
Access a ranked list of deals with key metrics, risk indicators, and market context — ready for your review in minutes.
Stay organized through close
A custom-built CRM with integrated automation keeps your team in sync from first touch to deal closure.
Our Services
End-to-End Solutions to Accelerate Your Deal Flow
AI-Powered Deal Sourcing & Screening
Never waste time chasing unqualified deals. Our system monitors global markets, industry databases, and private networks — flagging only high-fit opportunities.
Due Diligence Automation Systems
Auto-collect and verify financials, legal docs, and operational KPIs so your team can focus on strategic analysis.
Operational Workflow Automation
Replace slow manual processes with seamless automation for reporting, investor updates, and portfolio tracking.
Competitive Intelligence & Market Analysis
Get real-time alerts on competitor activity, sector shifts, and emerging opportunities — before the market reacts.
Custom CRM for Deal Flow
One platform to track every deal from first contact to close, integrated with your data sources, and powered by automation.
Daily Task Automation
Automate scheduling, follow-ups, data entry, and reporting so your team’s energy is spent on closing deals, not chasing emails.
Testimonials & Reviews
Hear From Our Happy Clients: Their Stories
“I was blown away by how fast we saw results. Within two months, our deal pipeline grew by almost 30%, and flows that used to take weeks now takes a few days. One deal we closed covered the yearly cost of SyncPoint ten times over. It’s a total no-brainer for us now.”
Shameem P.
Summit Equity
“I’ll be honest — I wasn’t sure we needed this at first. But after seeing how much time it saves us every single day, I can’t imagine going back. Everything from sourcing to tracking is just… handled. It’s like having 10 extra team members who never sleep or make mistakes.”
Calvin M.
Malek Lending Group
“Before SyncPoint, we were constantly worried about missing good deals because we couldn’t move fast enough. Now we’re finding and reviewing opportunities twice as fast, with clean, ready-to-use data in front of us. And the ROI? We made our money back in the first quarter. Easy decision.”
Jessica L.
Horizon
FAQ
How can automation actually improve our deal sourcing process?
Our AI continuously scans industry databases, news sources, and private networks to find opportunities that match your investment criteria. It pre-screens them based on key metrics, saving your team hours of manual research and ensuring you see only the highest-quality prospects.
Can SyncPoint integrate with our existing CRM, data tools, and research platforms?
Yes. We design each system to fit seamlessly into your existing tech stack, whether you use DealCloud, Salesforce, HubSpot, PitchBook, or other platforms. No need to replace tools you already rely on — we make them work better together.
How quickly will we see results after implementation?
Most clients see measurable improvements in deal flow and efficiency within the first 30-60 days. For many, the ROI is clear after closing just one deal that would have otherwise been missed.
How secure is the data and sensitive deal information we process through your system?
We follow strict enterprise-grade security protocols, including end-to-end encryption and role-based access controls. Your deal data never leaves your secure environment unless you authorize it.
Can the system help us speed up due diligence without missing critical details?
Absolutely. Our automation tools collect, verify, and organize financials, legal documents, and operational data in minutes, not days. They highlight red flags automatically, so your team focuses on analysis, not data gathering.
How does your competitive intelligence feature work in real time?
We set up continuous market monitoring that alerts you to competitor moves, sector shifts, and emerging opportunities as they happen — so you can act before the market reacts.
Do you provide ongoing support and updates after setup?
Yes. We offer ongoing optimization, feature updates, and dedicated support to ensure your system evolves with your needs and continues delivering maximum ROI.
Revolutionize your Firm!
Book a free consultation to discuss how we can best assist.