Investment research and knowledge management platform Turn fragmented investment knowledge into an institutional advantage
Bipsync brings your research, meetings and decisions together into one place and runs the workflows that move them forward, so every decision builds on what the firm already knows.
Your most valuable investment intelligence already exists.
The challenge is putting it to work.
Investment organizations generate enormous amounts of knowledge through research, meetings, manager evaluations, diligence, documents, investment theses and decisions.
But that knowledge is often fragmented across people, documents, email, spreadsheets and systems.
Next · How Bipsync worksContext gets lost
Notes live apart from the managers, funds and decisions they relate to.Context travels with the work
Every investment artifact links to the managers, investments, and decisions they inform.Process lives in inboxes
Pipelines, diligence and approvals run across email and spreadsheets, with no record of each step.Your process runs in one place
Configurable workflows move pipelines, diligence, and approvals forward and record each step along the way.Insight is hard to find
Valuable knowledge can’t be found when it’s needed most.Insight on demand
Search and AI surface relevant knowledge at the moment of decision.Research gets repeated
Teams redo work that already exists, and knowledge leaves when people move on.Research builds on itself
Each decision adds to a lasting institutional memory, so teams start from what the firm already knows.Capture. Structure. Leverage.
Key takeaways
Access your institutional knowledge. Faster.
Search everything your team has written, and ask Toro, our AI research assistant, questions that are answered from your own records.
Key takeaways
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Built for the institutional
investment community.
Asset managers, asset owners and consultants each use Bipsync a little differently. Choose yours to see how.
Asset Managers
Turn research into investment intelligence.
Capture research as it happens, share insight across analysts and PMs, and keep the reasoning behind every investment decision.
- Theses, notes and models linked to every position
- Insight shared across analysts and PMs
- The rationale behind every decision preserved
Asset Owners
Build a complete picture of every manager.
Bring manager research, meetings, due diligence and decisions together, so your team has the full history of every manager relationship in one place.
- Every manager meeting and DDQ in one place
- Pipeline from sourcing to monitoring
- IC-ready history at your fingertips
Investment Consultants & Advisors
Scale your institutional expertise.
Keep manager research in one place and build on what your team already knows, so recommendations stay consistent across clients and mandates.
- One research view behind every rating
- Consistent recommendations across clients
- Faster client reporting and RFP responses
Trusted by leading investors.
Proven at scale.
Years of experience
Purpose-built for investment research and decision-making.
Assets managed
By Bipsync clients.
Institutional knowledge
Stored on the Bipsync platform.
Of the top 20 US Endowments
Rely on Bipsync.
Bipsync saves us 2,200 hours per year, which is more than one full-time employee.
Your research is valuable.
We keep it protected.
Explore Security & Governance
Protected knowledge
Proprietary research and decision history kept within a secure, trusted platform.
Controlled access
Permissions and governance designed for institutional investment teams.
Governed AI
AI that respects your access controls and data governance requirements.
The latest from Bipsync.
Put your institutional knowledge to work.
See what Bipsync would look like for your team. We'll start with a conversation about how you work today.
Get a demo