The Antidote To Expensive, Clunky And Complex Research Management.

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
Executive 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

VP Engineering

Paul Preece


Brian Strickrodt

VP Customer Success

Cynthia Van

SVP, Finance & Operations

Ken Read


Our Investor

Jim Kocis’ Hudson Street Ventures provides long term, permanent capital.

Hudson Street Ventures

The firm was established in 2021 by Jim Kocis, Founder and CEO of Burgiss, a financial technologies and data provider to the private capital industry. Jim Kocis, a technologist, author, entrepreneur, and investor, founded 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.