📈 SynQUS for Fintech

Move at deal speed.

For investment banking, asset management, and financial technology firms where deal cycles and compliance share the same calendar.

Annual contracts · 25-seat minimum

The problem

On a live deal, the bottleneck is rarely the work — it's getting the right people in the room.

A point of spread on a mid-market deal. Every deal. Every year.

Why SynQUS

SynQUS is logged, auditable, and ready to scale.

What you get

💼Deal cycle orchestrationRoadmap

Pitches, diligence, term sheet, and closings move together. Re-opens, re-plans, and bake-offs don't create chaos.

📈Portfolio review cadence

Advisor calls, rebalancing sessions, and annual reviews on a schedule that survives market weeks.

🛡️Compliance-first loggingRoadmap

Built to log every meeting with attendees, topic, and retention policy — audit-ready, not a post-hoc scramble.

🪪Private by default

Across teams, a colleague sees free/busy at most — meeting titles and attendees stay private unless you explicitly share them.

Why it works

Deals don't wait on calendars.

The bottleneck was never the work — it's getting the right people in the room. That's handled.

Compliance, by design.

Built so every meeting carries attendees and topic — toward an audit trail examiners can actually use.

Private by default.

Sensitive meetings don't broadcast their details to the whole org — cross-team, a colleague sees free/busy at most.

A day in the life

Mandate signed

Pitch, diligence, term sheet, and closing sessions orchestrate together. A re-open doesn't blow up the calendar.

Diligence week

The right principals, advisors, and counsel get in the room without an analyst chasing time zones all day.

Portfolio review

Advisor calls and rebalancing sessions hold their cadence straight through a volatile market week.

Examiner request

Every meeting is logged with attendees, topic, and retention policy. The audit trail is ready, not reconstructed.

SynQUS · Enterprise