Asset Owners
Endowments & Foundations

Invest with continuity. Institutionalize your insights.

Bipsync helps E&Fs unify research, retain institutional memory, and ensure every investment decision aligns with your long-term mission.

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Trusted by leading endowments & foundations

In mission-driven investing, turnover and resource constraints make continuity a challenge. Critical research ends up in inboxes or spreadsheets. Diligence processes rely on memory, not systems.

Bipsync brings structure to your research and investment workflows; capturing notes, meetings, memos, and more in one intuitive platform.

So your investment team can preserve what matters, share context across generations, and continue making thoughtful decisions with confidence.

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

40TB+

of institutional knowledge stored. Secure, siloed, and instantly accessible by the right teams.

2,200+

hours saved

$4T

Assets managed by Bipsync clients

I’d say we’ve more than doubled in efficiencies just with the addition of Bipsync. And I’m probably grossly understating it.

We found the platform to be super customizable. In the conversations we were having with other companies, we found that we needed to fit our research and investment process into their platform.

Explore what other modern investors are leveraging for their research management processes.

View our Case Studies

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.