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Cyndx

AI platform for deal sourcing, research, valuation, and capital raising.

SaaS
01 — Overview

What Cyndx does

Cyndx was built by an investment banker with over 20 years of experience at Salomon Brothers, DLJ, Credit Suisse, and Bank of America Merrill Lynch. That origin shapes the platform's core orientation: every tool is designed for deal professionals who need to move faster on sourcing, research, and valuation than their competitors. For family offices with active direct investment or co-investment programs, that positioning is directly relevant.

The platform operates as four interconnected products running on the same proprietary database of over 32 million private and public companies, all sharing a single normalized entity layer. That architecture matters: deal sourcing, valuation, investor identification, and due diligence outputs draw from the same underlying data rather than contradicting each other across disconnected systems.

Key capabilities family office investment teams can use on the platform:

  • Finder: NLP-powered deal sourcing that maps niche markets and surfaces acquisition targets using dynamic categorizations updated daily
  • Valer: AI business valuation reports with adjustable DCF, VC, public comparables, precedent transactions, and WACC, designed by investment bankers
  • Scholar: generative AI research tool producing 50-plus page due diligence reports in minutes, with in-text citations and PowerPoint export
  • Raiser: investor identification tool matching deal parameters to over 80 million investor contacts by sector, deal size, and funding stage
  • Acquirer: predictive analytics identifying companies likely to raise capital or enter M&A within six months

Pricing is not publicly disclosed, and prospective users must request a demo to receive details. The platform is explicitly positioned toward deal teams at private equity and venture capital firms as primary buyers; family offices with active deal flow are a secondary but clearly compatible audience. Teams without a direct investment mandate are unlikely to extract meaningful value from the toolset.

In five minutes Scholar lets you prepare for an intelligent conversation with a CEO. Normally it would take weeks and multiple people to get the information for this type of conversation.

On Cyndx, from a family-office user
02 — Product & capabilities

What it covers

Core tasks
  • AI-powered deal sourcing and acquisition target identification
  • Business valuation report generation
  • Deep research and due diligence report creation
  • Investor identification and capital raising support
  • Predictive analytics for M&A and capital raise activity
  • Market mapping across global private and public companies
Notable features
  • NLP-driven company search across 32 million-plus global companies
  • Adjustable DCF, VC, WACC, and PGR in valuation reports
  • Public comparables and precedent transactions in Valer
  • 50-plus page AI-generated due diligence reports with citations
  • PowerPoint deck export from Scholar reports
  • Predictive analytics for companies likely to raise capital in next six months
  • Connector tool showing LinkedIn and CRM relationships at target companies
  • Investor contact database with over 80 million contacts
  • Similarity scores, portfolio insights, and investing history in Raiser
  • SOC 2 Type II compliance with private data isolation
Platform & technology
Artificial IntelligenceCustom ReportingData Ingestion
03 — Company

The firm behind it

Ownership
Privately held
Software type
SaaS
Headquarters / markets
Global
Key people
JJim McVeighCEO & Founder
EElise McVeighChief Operating Officer
SSebastian OkserChief Technology Officer
WWendy WalkerSenior Vice President, Customer Success
04 — Clients & fit

Who it’s for

Built for Investment Teams, CIO / Investment Office, Single Family Office (SFO), Multi Family Office (MFO).