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From Pipeline to Portfolio, Keep Your Process Tight

Whether you’re sourcing a deal, running diligence, or prepping for an LP meeting, Bipsync keeps your research connected, organized, and always accessible.
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Capital is a commodity. Your process is what makes you unique.

But too often, that process is slowed down by disconnected systems. Sourcing notes live in inboxes. Diligence is scattered across shared drives. And when it’s time to prep for IC or respond to an LP, it’s a scramble to pull everything together.

Context gets lost. Knowledge walks out the door. And as your firm grows, the inefficiencies compound, manual workflows, inconsistent documentation, and no single source of truth.

Bipsync ensures you capture, structure, and leverage collective intelligence at scale.

Capture & Centralize

Automatically ingest research from emails, documents, and third-party providers.

Structure & Collaborate

Organize data intuitively and collaborate seamlessly across teams.

Analyze & Decide

Leverage your team's collective intelligence to surface insights and track research workflows.

Case Studies : Research In. Results Out.

40TB+
of institutional knowledge stored. Secure, siloed, and instantly accessible by the right teams.
2,200+
hours saved.
$4T
Assets managed by Bipsync clients.
Being able to walk through the story of our holdings in detail brought the nuances of our process to life and allowed us to provide more depth than we had in the past.
Sarah Westwood,
Partner, Portfolio Manager
Bipsync saves us 2,200 hours per year, which is more than one full-time employee.
Henk Jonker,
Head of Research
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Explore what other modern investors are leveraging for their research management processes.

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Where Industry Compliance Comes as Standard

Bipsync’s data storage solution was designed to keep our clients’ data safe through adherence to security best practices and standards, like SOC 2 and ISO 27001. Data is encrypted at rest and segregated from other clients’ data via dedicated instances that ensure no information can be shared. Data remains within the private network and never reaches the public internet, and is encrypted end-to-end. Data is not commingled with other clients’ data.

The power of many over the knowledge of one

See Bipsync in Action

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