Make Every Investment Count. Keep Research in One Place.

From fund diligence to direct deals, Bipsync helps family offices stay organized, informed, and in control of their investment research.

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Trusted by leading family offices

Your office handles everything from fund manager due diligence to one-off direct deals, but your systems weren’t designed for that level of range.

Information gets siloed. Notes get lost. And there’s no clear record of what was decided or why. Bipsync brings clarity to complexity. One platform to track meetings, store documents, and capture investment rationale – built for discretion, security, and speed.

So you can keep your team aligned and your legacy protected.

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.