About Synertree
We help leadership teams understand performance and build the models and systems needed to make better growth and capital decisions.
Connecting Performance, Decisions & Capital
Synertree exists to help ambitious, hard-working Canadian businesses grow with stronger financial insight, better access to capital, and the systems needed to turn opportunity into lasting value.
Our solutions are built to evolve with the business, allowing Synertree to remain a long-term partner as financial, operational, and capital needs become more complex.
Experience Across Business & Finance
Founded in 2016, Synertree advises growth companies on finance, strategy, and capital. Founder Leon Yin, CFA, FRM, brings experience in management consulting, managing and advising on hundreds of millions in multi-asset portfolios, and commercializing financial-data and technology products across global markets.
Services & Solutions
Finance & Capital
Our Finance & Capital services help leadership teams evaluate growth opportunities and make informed capital decisions.
We develop comprehensive financial models to support planning, forecasting, funding access, capital investment, strategic growth, and the systems required to manage capital with greater control.
Our work may include:
- Financial planning and forecasting
- Cash-flow and working-capital analysis
- Scenario and sensitivity modeling
- Financial health and financing readiness
- Capital requirements and funding strategy
- Investment and growth decision support
Analytics & Modeling
We turn financial and operational data into decision-ready insight.
Our analytics and modeling work helps leadership teams understand performance drivers, compare results against relevant benchmarks, evaluate risk and trade-offs, and anticipate how key decisions may affect future financial performance.
Capabilities include:
- Financial and operational analytics
- Industry benchmarking
- Profitability and performance modeling
- Scenario analysis
- Predictive modeling
- Machine learning
- Variance and risk analysis
Systems Engineering
Synertree designs and builds systems that turn financial, operational, and management requirements into practical tools for the business.
Our work brings together process design, data integration, automation, reporting, and custom development to improve how information flows across the organization and how decisions are executed.
Systems Engineering helps organizations:
- Connect financial and operational data
- Improve management reporting and visibility
- Automate recurring workflows and analysis
- Design scalable financial and operational processes
- Build dashboards and custom decision tools
- Integrate existing software and data sources
The goal is to create systems that strengthen control, improve execution, and evolve with the business as its needs become more complex.
Synertree Intelligence
Synertree Intelligence is our modular financial intelligence platform.
The platform brings together executive reporting, forecasting, analytics, modeling, and decision support in one environment that can be tailored to the financial and operational needs of each organization.
Built on a flexible analytics and machine-learning engine, Synertree Intelligence helps organizations:
- Understand financial health
- Compare performance against industry benchmarks
- Forecast cash flow and capital requirements
- Model growth and financing scenarios
- Monitor performance and variances
- Support better capital decisions
As the platform and network develop, Synertree Intelligence will also help connect qualified businesses with financing and capital partners.