Research productivity and compliance where it needs to happen.
Our Software
Purpose-built for the investment industry, our product is obsessively designed to help financial organizations and professional investors manage their research.
Investment management firms have always faced a difficult choice between intuitive-but-risky consumer software or safe-but-complex enterprise software. Bipsync bridges that gap.
Simply put, we meet research productivity and compliance where – and how – it needs to happen.
Our Approach
We use modern technologies, agile processes and user-centered design to drive speed, agility, quality and efficiency in our customers’ research processes.
Software You Want To Use
Our software is obsessively designed for our users. That’s how we deliver a secure and compliant research environment that analysts want to use. This means every product feature, design detail and new function we introduce must be intuitive, easy-to-use and above all inherently useful and valuable to the user.
Modern Technology with Agile Processes
Unlike legacy RMS, still trying to modernize traditional technologies, Bipsync was built from the ground-up to be a modern platform; mobile, cloud-ready and tightly integrated and automated. There’s no trace of complicated, legacy infrastructure hold-backs here.
For Investment Professionals
Bipsync was founded by software experts and investment professionals, for investment professionals. From built-in compliance reporting and integration with critical data sources and portfolio systems, to auto-tagging, pipeline analytics and keyboard shortcuts to suit analyst working methods, Bipsync is purpose-built for the demands of the asset management industry.
Meet the
Management Team
We use modern technologies, agile processes and user-centered design to drive speed, agility, quality and efficiency into our customers’ research processes.
”"It’s the tool I wish I had when I was an analyst."
Danny DonadoFounder, CEO
Danny Donado
Founder & CEO
Craig Marvelley
SVP Engineering
Paul Preece
CTO
Charlotte White
VP People Operations
Jessica Alvino
VP Accounts
Brian Strickrodt
VP Implementation
John Hans
VP Sales
Patrick Martin
VP Finance & Operations
Our Board
Jim Kocis, Chairman
Jim is a successful technologist, author, entrepreneur and investor. He is the founder and CEO of Burgiss, a global, market-leading provider of data and analytical solutions for institutional investors. As Founder and CEO, Jim continues as its CEO to oversee its strategic direction and operations. In 2021, Jim founded Hudson Street Ventures, a private investment firm deploying long term, permanent capital.
Danny Donado, CEO
Danny is the Founder and CEO of Bipsync. Before founding Bipsync, Danny spent 5 years as a research analyst at a multi-billion dollar long/short equity hedge fund. During this time, he experienced firsthand how inefficient, ineffective, and inconsistent the research process was for most investors, and set out to create an alternative. As CEO, Danny brings substantial industry domain expertise and solution implementation experience.
Graeme Faulds, Board Member
Graeme brings over 25 years’ experience as a professional private equity investor, technologist and entrepreneur. Graeme most recently worked for Nasdaq, Inc. where he focused on their technology solutions for private markets. Prior to that, he built his own performance analytics software company that was acquired by eVestment Inc. Before becoming an entrepreneur, Graeme spent 15 years as an institutional private equity investor across both Europe and North America. He has sat on the advisory boards of a variety of private equity funds during his career.