# Company Brain for Private Equity Firms | Syntari

Source: https://syntari-ai.com/company-brain

THE COMPANY BRAIN
Your firm's knowledge, working on every deal.
Deal history, meetings, relationships and playbooks, connected in one place and ready to answer. Every answer is cited to your own documents.
Request a demo See the AI Twin
Illustrative example. Project names are fictional.
The problem
Every firm has a brain: its people, its deal history, its playbooks and its lessons learned. Most of it sits across a dozen tools and a few partners' heads, which makes it slow to find and easy to lose.
Judgment waits on a few people. Everyone queues for the same two partners.
Deal history is hard to search. "You've seen this deal before, but can you prove it?"
Tools multiply, knowledge scatters. More subscriptions, no shared memory.
Work gets rebuilt. Memos, formats and analysis start from scratch each time.
What the Company Brain is
The Syntari platform, with one memory and one governance layer across your firm.
Company Brain: Everything your firm knows, connected and governed.
Genie: How you ask it, by typing or voice, from any page.
AI Twins: Your best people's judgment, built on the brain.
How it works
It remembers.
Connect SharePoint, OneDrive, Google Drive, Box and Dropbox and search them in plain language, down to the exact passage. Every meeting from Fireflies, Gong, Zoom or Teams becomes searchable firm memory. One relationship record stays with the firm when people move on.
Example: "What did we conclude the last three times we looked at a company like this?" Answered in seconds, with the memos cited.
It reasons.
Genie answers from your firm's own data and shows its sources. It selects the best model for each task across 8 AI providers, including Claude, ChatGPT and Gemini. Debate and verify modes test the assumptions behind a thesis before it reaches IC.
It connects every team.
33 purpose-built workspaces share the same brain, from Deals and Portfolio to Fund Operations, Investor Relations, CRM and Legal. Work moves from deal to diligence to portfolio without re-entry.
It acts, with your sign-off.
A daily brief flags risks before you ask. Genie drafts memos and decks, and sends approved updates to Salesforce, HubSpot and Zoho. Anything consequential waits for a person to approve it.
Built for the investment lifecycle
Sourcing: relationship and market signals in one view.
Diligence: prior looks and past lessons, cited.
IC: memos drafted and assumptions tested.
Portfolio: monitoring and reporting from the same record.
LP relations: investor context ready before every conversation.
By The Numbers
workspaces 33
integrations 100+
AI providers 8
Governed from day one
Each user sees only what their permissions allow.
SSO, MFA and full separation between firms.
Audit trail, model policies, kill switches and legal hold.
Your firm's knowledge stays with your firm and trains no one else's AI.
People make the decisions. The Company Brain brings the evidence.
FAQ
What is a Company Brain? A governed, searchable record of everything a firm knows, connected across its documents, meetings and relationships, with every answer cited to the firm's own sources.
Which systems does it connect to? SharePoint, OneDrive, Google Drive, Box, Dropbox, Salesforce, HubSpot, Zoho, Slack, Teams, email, calendar and notetakers including Fireflies, Gong and Zoom. 100+ integrations in total.
Who can see what? Each person sees only what their existing permissions allow. Client firms are fully separated.
Who is it built for? Managing partners, operating partners, CIOs and COOs at private equity and investment firms.
See what your firm already knows.
Tell us where knowledge slows your team down. We'll show you how the Company Brain addresses it.
Request a demo
Syntari supports research and financial analysis. The investment team makes every investment decision.