Every manager, meeting and decision. In one place.
Centralize information across teams, systems and strategies. Streamline manager research, automate repetitive tasks, and walk into every investment committee prepared.
Manager pipelineLive workflow
Your manager pipeline works. Until it doesn’t.
Most manager pipelines are functional but fragile: missing context, high maintenance and hard to scale. Knowledge is spread across SharePoint, email and handwritten notes, and teams scramble before every investment committee.
Meeting notes, DDQs, performance and emails sit across SharePoint, inboxes and spreadsheets.
Every manager has one complete record: meetings, documents, performance and decisions, linked together and searchable.
Teams spend days assembling memos and reconstructing the history behind each manager.
IC-ready history at your fingertips, with templates and Toro AI to summarize years of research in minutes.
Lean teams oversee hundreds of managers and funds across asset classes.
Automation, workflows and integrations with leading partners take repetitive work off your team.
When staff move on, the rationale behind long-standing relationships goes with them.
A lasting record of every relationship and decision that stays with the institution, not the individual.
Built for every type of asset owner.
Steward the mission with confidence.
Lean investment offices oversee complex, multi-asset portfolios. Bipsync gives them one place for manager research, IC preparation and board reporting.
- Track hundreds of managers across asset classes
- Prepare IC and board materials in a fraction of the time
- Preserve institutional memory across staff changes
- Trusted by 75% of the top 20 US endowments
Institutional rigor, family-office agility.
From direct deals to fund investments, Bipsync brings structure to research and decision-making without adding bureaucracy.
- One view of direct and fund investments
- Private, secure and permissioned by design
- Capture context from every meeting and call
- Scale the process as the family’s needs grow
Governance and oversight, built in.
Fiduciary responsibility demands a clear, defensible record. Bipsync documents research, monitoring and decisions for trustees, consultants and auditors.
- A complete audit trail of manager decisions
- Consistent monitoring across the portfolio
- Collaborate with consultants in one place
- Board-ready reporting on demand
Capture. Structure. Leverage.
One platform from idea generation to decision-making, built around the research, entities and workflows that matter to asset owners.
Manager meetings, DDQs, performance data and emails flow in automatically.
Research is linked to managers, funds, strategies and decisions, with AI-assisted tagging.
Dashboards, search and Toro AI deliver IC-ready context and portfolio oversight.
Your research, protected by design.
Bipsync is SOC 2 and ISO 27001 certified, with controls across data separation, encryption and access management.
Data separation
Each client’s data lives in a dedicated, single-tenant environment.
Encryption
Encrypted in transit (TLS) and at rest (AES-256), including backups.
Access control
Granular permissions and full audit logs.
Trusted where it matters. Proven at scale.
Why teams choose Bipsync
Now we’re spending more time on analysis and engaging with managers than on pulling documents and writing commentary.
Everyone on the team is using Bipsync. We are singing off the same hymn sheet.
Put your institutional knowledge to work.
See what Bipsync would look like for your team. We'll start with a conversation about how you work today.
Get a demo