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Projects/synergerai

Professional / Company project

SynergerAI

Multi-sided M&A workspace: marketplace, dual-consultant deals, diligence, VDR, and post-merger integration.

SynergerAI is an Angular and ASP.NET Core platform for buyers, sellers, consultants, and clients to run mergers and acquisitions. It covers listing and matching, dual-sided deal approval, staged pipelines, a permissioned virtual data room, post-merger tasks, and consultant services with GST invoicing.

  • Angular
  • ASP.NET Core
  • Dapper
  • SQL Server
  • JWT
  • SignalR
  • Hangfire
  • OpenAI

M&A marketplace · Deal workflow · VDR · Multi-role SaaS

Overview

A role-routed SPA (buyer, seller, consultant, client, employees, admin, superadmin, Codup) talks to an ASP.NET Core 8 API. Business data lives in SQL Server behind Dapper stored procedures. Deals move from marketplace interest through seller approval and both consultants’ approval into kanban diligence/PMI workflows, VDR documents, SignalR chat, Hangfire email, and optional OpenAI SynGen.

Problem

M&A is split across matching, advisors, document rooms, staged checklists, and after-close integration, with different permissions for buyers, sellers, consultants, and staff. Without a shared system, those steps live in email and disconnected tools.

Solution

One product with role-specific shells on a shared deal spine (listing → interest → dual consultant approval → pipeline → VDR → PMI). Catalogs for diligence, integration, and services are configured by SuperAdmin. Access is JWT plus an operator-set subscription flag. Email, SMS, live chat, and SynGen sit beside the workflow rather than replacing it.

Key features

  • Buyer marketplace browse, evaluating, and interest
  • Seller listings and inbound proposition approval
  • Dual buyer-consultant and seller-consultant deal approval
  • Staged pipelines: prospectus, LOI, analysis, light/full diligence, signing & closing
  • Kanban tasks with assignee, comments, files, consultant approval, and second verification
  • Permissioned virtual data room for deals and for client services
  • Post-merger integration tasks, playbooks, and synergy tracking
  • Consultant services catalog, client requests, and service task boards
  • GST subscription invoices and consultant monthly invoices
  • Employee accounts under a parent company
  • SignalR inbox and in-app notifications
  • SynGen OpenAI chat for consultants and Codup
  • Consultant learning documents, assignments, and certificates
  • SuperAdmin catalogs for roles, FAQ, departments, diligence, integration, and services

Technical challenges

Problem

Many actors must see the same deal without seeing the same documents or actions.

Approach

Role + RoleType + ParentUserId routing, per-role menus/guards, VDR visibility flags, and diligence catalogs filtered by ParentRoleName.

Problem

A deal must not jump to shared work until both sides’ advisors agree.

Approach

BuyerInterest stores seller approval and two consultant approval flags; Hangfire emails the other side until both are true, then notifies buyer and seller.

Problem

Diligence and PMI are large checklists, not single records.

Approach

SuperAdmin-maintained category → task → subtask trees instantiated as workflow GUIDs with status, dependencies, documents, comments, and verification.

Problem

Transactional email cannot block deal APIs.

Approach

Hangfire EmailJob after interest, seller approval, consultant approval, and listing-match; MailKit sends templated SMTP.

What this demonstrates

A production-style multi-sided SaaS: marketplace matching, dual-advisor approval, staged workflow engines, permissioned document rooms, invoicing, and AI assist on a classic Angular + .NET + SQL Server stack.