Syntari

OUR EDGE

Why Syntari

AI-native transformation, built to deliver outcomes, not experiments.

OUR DIFFERENTIATION

What Differentiates Us

Most organizations are surrounded by AI potential and starved for results. Syntari exists to close that gap. We combine exceptional talent, an AI-native platform, and disciplined execution to turn possibility into measurable impact. Not pilots. Not slideware. Systems that scale.

We Live and Breathe AI

AI isn’t something we layer onto existing work. It’s how we think, build, and deliver. We design human-centered AI directly into how decisions are made, work gets done, and value is measured across the organization.

We Live and Breathe AI

Exceptional Talent. Relentless Execution.

We bring together people who think strategically and execute decisively. Our teams are built to handle complexity, move with intent, and deliver outcomes. Strategy without execution doesn’t scale. Execution without judgment doesn’t last. We do both.

Exceptional Talent. Relentless Execution.

End-to-End AI Transformation

Real transformation breaks down at the handoff. We stay accountable from strategy through implementation and enablement, embedding AI into operating models, workflows, and teams so progress doesn’t stall after the plan is written.

End-to-End AI Transformation

A Proprietary AI Platform

Our AI platform accelerates insight, compresses execution cycles, and standardizes delivery. It turns expert judgment into repeatable systems, helping organizations scale intelligence without sacrificing rigor or control.

A Proprietary AI Platform

Vendor-Agnostic by Design

We help clients build the right GenAI stack for their context. No lock-in. No bias. No tech theater. Tools are selected and orchestrated based on outcomes, scalability, and long-term fit.

Vendor-Agnostic by Design

We help clients build the right GenAI stack for their context. No lock-in. No bias. No tech theater. Tools are selected and orchestrated based on outcomes, scalability, and long-term fit.

Vendor-Agnostic by Design

We help clients build the right GenAI stack for their context. No lock-in. No bias. No tech theater. Tools are selected and orchestrated based on outcomes, scalability, and long-term fit.

Built for the Long Game

We design systems that endure and partnerships that compound. AI transformation isn’t linear, and the real test comes when conditions change. We focus on durability, trust, and sustained value creation, not short-term acceleration.

Built for the Long Game

PROOF IN PRACTICE

From Possibility to Measurable Impact

AI transformation only matters when it changes how the business performs. Here’s what shifts when Syntari is involved.

We measure success the same way our clients do: speed, quality of decisions, and sustained value creation. Across consulting teams, financial firms, and operating organizations, the outcomes are consistent.

Private Equity & Deal Teams

AI embedded into sourcing, screening, and IC preparation, creating faster conviction with higher-quality inputs.uity & Deal Teams

BEFORE

• Deal flow overwhelms internal capacity

• Sourcing and screening are slow and inconsistent

• Investment committees rely on incomplete or stale analysis

• Value creation is difficult to systematize post-close

BEFORE

Automated insights

• Deal flow overwhelms internal capacity

• Sourcing and screening are slow and inconsistent

Description

BEFORE

Automated insights

• Deal flow overwhelms internal capacity

• Sourcing and screening are slow and inconsistent

Description

AFTER

• 5× increase in relevant deal coverage

• 75% faster deal sourcing and screening

• Diligence cycles reduced from days to minutes

• 30–50% faster IC readiness and decision cycles

• 8–12% EBITDA uplift driven by earlier insight and execution

AFTER

Automated insights

• 5× increase in relevant deal coverage

• 75% faster deal sourcing and screening

Description

AFTER

Automated insights

• 5× increase in relevant deal coverage

• 75% faster deal sourcing and screening

Description

Portfolio Companies

AI integrated into operating workflows, with shared intelligence and repeatable value-creation systems.

BEFORE

• Teams spend time reconciling data instead of acting

• Performance insights arrive too late to change outcomes

• Each portfolio company solves the same problems differently

• Risks surface after value is already lost

BEFORE

Automated insights

• Teams spend time reconciling data instead of acting

• Performance insights arrive too late to change outcomes

Description

BEFORE

Automated insights

• Teams spend time reconciling data instead of acting

• Performance insights arrive too late to change outcomes

Description

AFTER

• 10–20% efficiency gains across core workflows

• Standardized KPIs and forecasting across portfolios

• Faster, clearer operating decisions

• Earlier risk detection and intervention

• 10% EBITDA improvement through systemized execution

AFTER

Automated insights

• 10–20% efficiency gains across core workflows

• Standardized KPIs and forecasting across portfolios

Description

AFTER

Automated insights

• 10–20% efficiency gains across core workflows

• Standardized KPIs and forecasting across portfolios

Description

CASE STUDY

From Possibility to Measurable Impact

Tools don’t create advantage. Systems do. When AI is designed around human intelligence, clear operating models, and measurable outcomes, it becomes a force multiplier, not a liability. That’s the difference Syntari delivers.

A global private equity firm with over $22B in assets under management and a lean, highly analytical deal team operating across complex credit and special situations. The firm evaluates a high volume of opportunities under tight time constraints, where speed, accuracy, and trust in analysis are critical to investment decision-making.

The firm set out to build an AI-enabled deal automation capability not as a standalone tool, but as a durable operating system embedded into how its investment professionals work.

Industry

Private Equity

Size

200 employees

Founded

2001

“The goal was never to automate thinking. It was to give the team a faster, more reliable starting point—one they could trust, interrogate, and build on.”

Rafi Menachem

CEO, Syntari

Rafi Menachem

CEO, Syntari

Rafi Menachem

CEO, Syntari

Challenge

The firm’s deal teams were spending significant time manually compiling and synthesizing information from fragmented sources, including teaser emails, CIMs, attachments, internal notes, and third-party data providers. Critical early-stage workflows, particularly the creation of investment “quick cuts” and one-pagers, were slow, inconsistent, and heavily dependent on individual analysts.

AI experimentation had shown promise, but early efforts surfaced a key tension: speed alone did not equal trust. Analysts needed transparency into sources, the ability to override outputs, and confidence that AI-supported analysis would hold up under investment committee scrutiny.

As the firm articulated internally, the goal was not full automation. It was to reduce time-to-decision, surface signal earlier, and institutionalize repeatability without disrupting analyst judgment.

Solution

Syntari partnered with the firm to design and implement an AI-native deal automation workflow anchored in real investment practices, not abstract tooling.

Over a structured 12-week pilot, Syntari delivered:

• An end-to-end “Movers → One-Pager” AI workflow embedded into existing deal team processes

• Automated extraction of financial, narrative, and capital structure signals from unstructured materials

• A standardized, Excel-based investment one-pager aligned to how analysts already work

• Human-in-the-loop controls, including source traceability and analyst override capability

• A deliberate change management and adoption approach to build confidence, not resistance

Rather than replacing analysts, the system was designed to act as a copilot, accelerating first drafts, standardizing structure, and freeing teams to focus on judgment and decision-making.

As Syntari Founder & CEO Rafi Menachem described the approach:

“The goal was never to automate thinking. It was to give the team a faster, more reliable starting point—one they could trust, interrogate, and build on.”

Result

Within the pilot period, the firm confirmed measurable gains across speed, quality, and adoption.

Confirmed Outcomes

• 75% faster delivery velocity for early-stage deal materials

• 50–75% reduction in preparation time for investment one-pagers

• 65% of the deal team advanced to AI-enabled workflows, with adoption continuing to grow

• 15% improvement in project margins, driven by efficiency and reuse

• Reusable delivery playbooks created for future deal teams and use cases

In addition, the firm documented a critical qualitative shift: analysts reported higher confidence in outputs once transparency and override controls were introduced, validating the importance of human-in-the-loop design.

Before Syntari, deal teams were constrained by manual effort, inconsistent formats, and limited reuse. After implementation, the firm gained:

• Near-instant creation of standardized deal summaries

• Consistent structure across investment materials

• AI-supported workflows available 24/7 with unlimited capacity

• A foundation for expanding AI into diligence, portfolio operations, and governance

“Early MVPs proved automation could be significantly faster, but trust came from transparency and analyst control. Once that was in place, adoption followed.”

Confidential

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