Everything your company knows, in one square.

Your firm's second brain. It never forgets. One private brain, built for your firm alone — it remembers every client, promise and warm path, and brings the right one back before you think to ask.

One name. Five years.
Back in seconds.

Watch a lost relationship become a clear story your whole team can use.

Scroll to begin
01 — the relationship is scattered
scattered
keep scrolling
skip the film ↓ skip to the product ↓
01
WhatsApp · Sarah
Teams · #relationships
M
Maya09:12

I think we met John years ago. Can anyone find the notes?

6 replies · still searching
Outlook · inbox
John Lee, AcmeLet's stay close(18)May 19
SharePoint · /Relationships/Acme
PDF
Acme_meeting_notes_2019.pdf
last opened five years ago
Excel · models
XLS
Acme_relationships_old.xlsx
owner left the team last year
DealCloud
John Lee · Acmecontact · last touch 2019
Owner: no longer hererecord: 1,842d old
Call transcript · May 2019
Promise found · 00:31:18
“Call me when the expansion is done.” · said by John
Notes · old relationship file
John likes a direct call. Sam knows Acme's CFO and can make the intro.
buried in an old inbox
the promise was five years ago
three records for the same person
the person who knew has left
“What do we know about John from Acme?” searching old tools...
Outlook WhatsApp Teams SharePoint Excel DealCloud Datasite
Your firm's second brain0 items
Messages & email0
Files & notes0
People & companies0
Calls & voice notes0
Meetings & decisions0
Promises & next steps0
John Lee · Acmeknown since 2019 · one clear story
Last talkMay 2019 · direct calloutlook
PromiseReconnect after the expansioncall
Warm pathSam knows Acme's CFOnotes
Team6 people touched this relationshipall tools
Next stepCall John this weekready
every new message feeds this brain automatically
Warm introfound

Sam knows Acme's CFO. You do not need a cold email.

ready before you asked
Old promisedue now

John said to call after the expansion. That moment is now.

promise kept · five years later
Double messagestopped

Two teammates planned to contact John. The brain caught it first.

one clear owner · no awkward outreach
Handoverready

The old owner left. The full relationship did not.

new owner briefed in minutes
The brain noticed firsttoday
07:12John from Acme · 5 years → full brief ready
07:13Aster Group · 2 years → promise due now
07:14Northline · 4 years → warm intro ready
07:15Meridian · 15 years → relationship found
07:16Four dormant relationships → live mandates
ask syncsquare● your private brain · live
Full history found · last spoke May 2019 · 18 sources
Sam knows Acme's CFO · notes + email
Reconnect after the expansion · call, May 2019
Catch-up ready · written from the real history · sources linked
01 / 07

The relationship exists. The firm cannot see it.

Messages, calls, notes and files hold the answer.

They live with different people, in different tools.

02 / 07

Ten dealmakers. Ten separate memories.

Everyone keeps using their own email, WhatsApp and notes. Nobody sees the whole relationship.

0:00
elapsed, and counting
5 yrs
of history nobody can find
03 / 07

Every message feeds one private brain.

Your team keeps working normally. SyncSquare reads all the channels your firm uses automatically.

No data entry. No new habit.

04 / 07

The whole firm becomes one memory.

Day by day, people, promises and deal history connect across the entire team.

The brain gets sharper every time the firm works.

05 / 07

Years later, it still remembers.

A name returns after one year or fifteen. Ask once and the exact history, promise and warm path come back.

15 years → seconds
old relationship → clear next step
06 / 07

It notices the opportunity before you do.

A founder reappears. The old promise, warm introduction and right owner appear with them.

The brain taps the team on the shoulder first.

07 / 07

Forgotten relationships become live mandates.

Four old relationships return after two, four, five and fifteen years. The full history is ready for every dealmaker.

People can leave. The firm's memory keeps compounding.

4 live
mandates from relationships already earned
1 firm
one memory that gets better every day
Book a demo →
Operating quietly
& Co. Partners Capital Advisory & Group
boutique advisories · london · dubai · singapore · names withheld by design · ask for an introduction
08 · The system

One brain.
Built for you.

We build one private SyncSquare for one team at a time. It learns your people, your words and your way of working. No shared memory. No generic setup.

01

16 channels. Plus 100 more.

Email, WhatsApp, calls, files and every tool your team uses can feed the same brain.

Email Outlook / Gmail WhatsApp Slack Microsoft Teams Zoom Google Meet Phone calls Telegram SMS / iMessage LinkedIn Voice notes Calendar Shared drives Scanned documents Existing CRM Signal + 100 more tools
sixteen channels · one memory · zero migration
02

Ask like a person.

“What do we know about John from Acme?” The whole story comes back in plain English.

watch it answer, live →
03

See where it came from.

Open the exact message, file or call behind any answer.

every fact · linked to its origin
04

It tells you first.

A forgotten name appears. The old story, warm intro and promise appear too.

the brain taps you on the shoulder
05

Only your team can use it.

Your brain is built alone, runs alone and never trains another customer's AI.

one instance · full audit · zero training
syncsquare — workspace live
Sources
WhatsApp
Outlook
Teams
SharePoint
DealCloud
Datasite
29,442 memories joined
live now
what do we know about john from acme?
Full history found · last spoke May 2019 · 18 sources
open any fact to see the original message, file or call
John Lee · Acmeknown since 2019
Last talkMay 2019 · direct calloutlook
PromiseReconnect after expansioncall
Warm pathSam knows Acme's CFOnotes
NextCall John this weekready
the brain noticed firsttoday
07:12Five-year promise → due now
07:13Warm intro through Sam → ready
07:14Double outreach → stopped
one private brain · built for your team alone · zero training on your data
16 + 100
channels and tools can feed the brain
sixteen native connectors · one hundred via api
1
private brain built only for your team
one instance · built alone · never shared
0
history lost when someone leaves
offboarding audit · records persist

A deal was lost because nobody remembered.

Seven years ago, your team met the founder. The history stayed scattered across 10 dealmakers, 20 channels and 30,000 documents. Nobody saw the full story. A competitor did.

The relationship was there. The memory was not.

See the memory come back →
09 · The moments

Not another AI chat.
Your firm's living memory.

A chatbot starts with whatever you paste into it. SyncSquare starts with years of your firm's real history, keeps learning, and brings back what nobody remembered to ask for.

01The Five-Year Recall

A client last seen in 2020 returns. One tap brings back every conversation, detail and promise as if it happened yesterday.

02The Shoulder Tap

A forgotten name appears in a new email or meeting. Before anyone asks, the brain says: “You spoke in 2019. Here is the story.”

03The Exit-Proof Memory

A dealmaker leaves. Every relationship they touched stays with the firm, word for word, ready for the next owner.

04The Whole-Sector Search

Ask, “Who have we ever spoken to in manufacturing?” Get every relevant conversation, across every year and dealmaker, in seconds.

05The Promise Keeper

Every “let’s revisit in 2026” returns on the right day, even when nobody created a reminder.

06The Dead Deal Autopsy

Ask why an old mandate died. See who said what, what changed and whether the deal is worth reopening now.

07The Warm-Intro Finder

Ask who can introduce a founder. SyncSquare checks relationships across the whole firm and shows the warmest path.

08The Compliance Rewind

Need every touchpoint with a counterparty? Get one dated, sourced record in under a minute instead of a week of searching.

09The Silent Merge

A WhatsApp number, email address and Slack mention become one person automatically. Nobody merges records by hand.

10The Sudden-Leave Handover

If a dealmaker is suddenly away, the next owner gets every live relationship and mandate in one clear briefing.

11The “That’s Not What Was Said” Check

A founder disputes an agreement. Open the exact call, words and date instead of arguing from memory.

12The Duplicate Catch

Two dealmakers plan to contact the same founder. The brain catches it before either message goes out.

13The New Hire’s First Day

A new associate asks about any client and gets briefed like they have worked at the firm for ten years.

14The Cross-Office Match

London meets a founder Singapore already knows. The brain flags the overlap as soon as the name appears.

15The Exact-Promise Check

Before a hard negotiation, see exactly what the firm promised in the last three conversations, with every source attached.

Moment 01 · Total recall

The Five-Year Recall

A client last seen in 2020 returns. One tap brings back every conversation, detail and promise as if it happened yesterday.

fifteen ways the memory pays for itself01 / 15
10 · Compounding

Fed every day. Sharper every month.

Your team keeps using the same tools. Every new message, call and note joins the firm's private brain automatically.

one square = one memory 0 memories joined
Month 1

It learns the past.

Old email, calls, notes and deal files become searchable memory.

Month 3

It learns the firm.

Relationships, promises and patterns connect across the whole team.

Month 6+

It notices first.

Dormant relationships and due promises return before anyone thinks to search.

11 · Onboarding

Five days. No migration theater.

One thread from OAuth to your first overnight brief. Nothing installed, nobody retrained, nothing migrated.

Watch the
full film →

Connect

Day 1 · 20 min

OAuth into the tools you already run — WhatsApp, Slack, Gmail, Drive, your CRM. Nothing touches anyone's laptop.

→ six sources, live

Ingest

Day 1–2

It reads years of history — every thread, file, deal and call note — and assembles living records while your team notices nothing.

→ 28,514 items indexed

Ask

Day 3–4

The team starts asking in plain words. Four-second answers, every fact cited to the message it came from.

→ median answer, 0:04

Compound

Day 5 · ongoing

The first overnight brief lands Friday. From here, every closed thread makes the next answer sharper.

→ it runs while you don't
no migration · no consultants · nothing changes for your team
Start your first week
12 · Trust

Built for your team. Only your team.

We create one private brain for your company. Other customers never share it.

Your brain
One private instance
Built for your company alone.
Training on your data
Never
Your data teaches nobody else's AI.
Access
Your rules
People only see what they should.
Encryption
Always on
While stored and while moving.
Audit trail
Every view
See who opened what and when.
Export or delete
Your choice
Your company stays in control.
13 · FAQ

Questions, answered.

Is our data shared with any other firm?

No. Your SyncSquare is private and 1-of-1, built only for your firm. Another customer never shares its memory.

Is this a CRM?

No. A CRM only knows what somebody remembers to type into it. SyncSquare learns from the messages, calls, notes and files your team already creates.

Can it do things, or does it only answer questions?

Both. Ask about a relationship, or tell it to prepare the memo, meeting notes or follow-up. The work is built from the firm's real history, with the sources attached.

Does it work for firms larger than 50 people?

Yes. The same private brain can connect a five-person boutique or a firm with 100+ people and several offices.

How is this different from ChatGPT or Claude?

A general AI chat starts from zero and only knows the context you paste in. SyncSquare is a permanent, private memory built from your firm's own history. It stays current every day and keeps compounding.

14 · Early access

Your next mandate may be in a conversation your firm forgot.

Give us one real name. SyncSquare brings back the calls, messages, promises and warm paths your team already earned.

private by design · your data never trains anyone else's model