AI platform for deal sourcing, research, valuation, and capital raising.
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:
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."Cyndx
| Ownership | Privately held |
| Top Markets | |
| Key People |
JM
Jim McVeigh
CEO & Founder
EM
Elise McVeigh
Chief Operating Officer
SO
Sebastian Okser
Chief Technology Officer
WW
Wendy Walker
Senior Vice President, Customer Success
|