Your guide to tech investing

Your Vision. Our Tech-Forward Intelligence.

You bring the vision for your wealth and your family’s future. Zynergy, a private investment partnership, brings the research, insight, and community to help you understand AI, technology, and innovation across public and private markets.


Focus areas

Humanoid robotics & physical AI 2027 focus

Cybersecurity

Health tech

Next-generation defense

Energy production & energy efficiency

Watching

Small language models (SLMs)
Small modular reactors (SMRs)
Quantum computing

Investment focus

AI · Tech · Innovation

Markets

Public + Private

Who we serve

Family offices ·
HNW · UHNW

Offices

Greenwich · Orlando

The challenge

Technology is reshaping every market. Seeing it clearly is harder than ever.

AI and new technologies move faster than traditional research can follow. Attention crowds around a few familiar names, while many businesses doing important work stay under the radar, in smaller public companies and private markets. For families who think in decades, the challenge isn’t finding information. It’s knowing what’s real, what will last, and whom to trust.


How we help

01

Research you can examine

We put every idea through our proprietary AI-powered research and rigorous backtesting.

02

One view across public and private markets

One thesis, applied across both.

03

A community, not just a portfolio

Leaders, founders, researchers and investors who share perspective and introductions.

What we believe

Not only building tech investments people want, but a community they refuse to leave.


Our conviction

“We invest where the crowd isn’t, yet.”

How we work

People, capital and the effective use of AI working together — creating outcomes no single person or advisor could achieve alone.

01

Highly collaborative, long-term relationships

We think in decades, not deals. We work side by side with our investors, founders and peers in partnerships built to last.

02

A forward-thinking executive community

Leaders, founders and investors who share perspective, opportunities and introductions, and who are building what comes next.

03

Continuous learning and adapting

Markets and technology move quickly. Research, open conversation and a willingness to adapt keep our thinking current.

04

A multi-generational, legacy-building perspective

We invest with the next generation in mind, building wealth, companies and relationships meant to endure.

Our approach

One thesis, applied across public and private markets.

We believe technology is the bedrock of how businesses will grow. If you believe that too, we already think alike about where the economy and markets are heading.

We put every idea through our proprietary AI-powered research and rigorous backtesting before we invest.

01

Technology moat

Does the company possess a defensible technology moat and/or occupy a critical position in the technology value chain?

02

Business leadership

Is the company’s leadership capable of growing the company?

03

Proper valuation

Is the investment opportunity priced appropriately?

The fund

Zynergy Digital Innovation Fund

A hybrid strategy across public and private markets, focused on technology businesses we believe hold a durable technology moat or a critical place in the technology value chain.

Global, multi-sector and multi-cap, ZDIF seeks low correlation to mainstream technology investments.


Investor area

Fund materials are available only to existing investors, after sign-in.

Insights

Research, videos and conversations

Questions, answered

AI investing at Zynergy, questions answered

What does Zynergy do?

Zynergy is a private investment partnership, founded in 1997, that researches AI, technology and innovation across public and private markets. We share that research in our Insights, Chart of the Day, videos and The Partner’s Table podcast, and we work alongside founders through Zynergy Venture Lab.

What is AI investing?

AI investing means owning the companies that build, power or put artificial intelligence to work: chips, data centers and the energy that runs them, and the software and services that use AI to change how work gets done. Our research looks for the bottlenecks and the durable advantages that decide who benefits.

Where is Zynergy based?

Zynergy has offices in Greenwich, Connecticut (500 W Putnam Ave, Ste 400) and Orlando, Florida. You can reach the team at ir@zynergy.com or (407) 374-2500.

Get in touch

Start a conversation with our team.

We welcome conversations with family offices, founders, researchers and fellow innovators in AI and technology. Tell us about yourself and we will follow up.