Service Levels

CFO Partner

CFO Partner is a financial analysis and strategic planning platform built for CEOs, CFOs, registered market dealers and private equity investors.


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Descriptions of financial measures and quantitative structure we use for CFO Partner. Learn about corporate finance and strategic planning.


We provide multi-level service packages, from data management, business analysis, to high level customized CFO Consulting Services.

Synertree Capital Management Services Inc.

Financial Solutions for Great Businesses

Introducing CFO Partner

Synertree Capital Management Services Inc. is a financial modeling and software development company. Our financial + technology solutions help SMEs make capital allocation decisions. Ideal for SMEs with 500k+ EBITDA and portfolio managers with 200M+ AUM. Synertree understands the unique challenges that come with running an operation with proper financial guidance. Since 2016, we have served as a trusted partner for SMEs and financial professionals, providing CFO consulting, and portfolio management services. Our solutions based on a thorough understanding of SME finances and portfolio management process.

The CFO Partner platform is a high level quantitative based and strategically focused platform. It helps our clients focus on the big picture through the process of merger, acquisition, divestiture, and recapitalization.

CFO Partner delivers quantified and verified financial data to private investors, fund investors, equity investors. It also provides business valuation analysis and transaction advice documented from our CFO consultants. Help companies value their businesses for legal, tax, and recapitalization purposes.

Synertree consultants work with banks, regulated fund raising portals and market dealers on fundraisings, M&A, and deal management. CFO partner connects CEOs and third-party financial professionals as a communicator, analyst, and facilitator.

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