A working system for your organisation’s decisions.
We build and maintain systems that keep the reasons behind decisions, track commitments and flag outside changes that may call for a review.
Start with a review of one decision: a written account of what is known, what needs checking and the questions to resolve.
Formats and timing.
Each review is complete on its own; nothing has to follow it. A system is a separate engagement. Fees are fixed and agreed before work starts.
Review of one decision
- Short preparation on your materials
- Two to three hours one to one, online or in Lisbon
- The written review a few days later
A transaction, an offer, a partnership, a change of ownership structure.
Strategic decision review
- Structured interview of about ninety minutes
- Analysis of documents, ownership structure and obligations
- Working session, with partners or family where it matters
- Written review, follow-up a month later
Decisions across generations, jurisdictions or partnerships.
Desk review of an opportunity
- Materials examined against public sources
- Supported claims separated from assumptions
- Questions and missing evidence for the conversation with the company
- The deep version adds filings, founders’ previous companies and competitors
Not due diligence and not investment advice.
A maintained decision system
- Setup scoped separately
- Ongoing support for agreed sources, workflows and records
- Licences and larger changes quoted separately
Only where there is a recurring need.
What the system keeps.
We select existing tools and build the workflow around your organisation. Your data remains yours.
Why a decision was made
What it turned on, what was rejected, and what would have to change for it to be reopened.
What was promised
Each commitment with the document behind it and the date it was last checked. What cannot be traced is marked as untraced.
What changed outside
Agreed sources, checked on an agreed schedule. When a condition a decision rested on changes, you see which question is open again.
Material for the next decision
Prepared in the same format each time, with the source and confidence level of each claim marked.
The system prepares material, keeps records and flags changes. People approve consequential actions and remain responsible for decisions.
What you can use first.
We agree the first use case and the records, sources and workflows it needs before work starts.
Why we decided that
On any recurring question: what it turned on, what was rejected, what would reopen it.
Before a negotiation
What this counterparty — or this person — has said before, what was agreed, what was left open.
What we promised
Commitments to customers, partners, lenders or family, with the document and the date last checked.
What we already tried
When, why it stopped, whether the reason still holds.
After a meeting
Which questions were raised and dropped, what was assumed without examination.
Something changed outside
A regulatory, market or jurisdiction change touching a position you hold.
The unfinished list
Questions opened in past meetings and never closed, in one place.
The annual account to the family
Assembled from what is already held.
This founder, previously
What they claimed in the last deck you saw from them, and what happened.
Claimed against verified
For any company in the portfolio or the pipeline.
Why we passed
The reasoning behind each decline and a review of whether you were right.
A consistent brief
Decision material prepared the same way each time, with confidence levels attached.
Agreed before work starts.
Where a question belongs to a lawyer, a tax adviser or another specialist, we name it and say whose question it is.
Your data remains yours.
You receive the workflows, records and documentation built for you, with agreed rights to use and maintain them.
Written into the agreement.
What we can see, what gets logged, who is notified, and what happens to our access when the arrangement ends.
Not investment, legal or tax advice.
We do not provide investment, legal or tax advice.
Companies, family offices and funds.
Send a short email.
Your name, your role and the question in a few sentences. The first call is thirty minutes, no charge; if the fit is wrong, we say so.
hello@synaptiq.consulting