Maximize alpha. Minimize friction.
One research platform for hedge funds, traditional asset managers and private fund managers. Align research, strengthen oversight, and support strategy and AUM growth without adding headcount.
Idea to positionLive workflow
Alpha doesn’t come from chasing information. It comes from putting what you know to work.
Research sits in scattered notes, emails and stale trackers, and insight stays locked in individual workflows. As firms scale, that becomes compliance risk, version confusion and poor visibility.
Analysts switch between inboxes, drives, notebooks and trackers, duplicating work and reconstructing missing context.
One searchable home for every note, model, email and document, automatically linked to the companies, themes and positions it relates to.
Each PM and analyst has their own system, so the firm can’t see or build on what its people know.
Shared, structured research that the whole team can find, build on and challenge, so ideas compound instead of disappearing.
Compliance records live in email, and recreating the rationale behind a decision takes days.
A complete, time-stamped record of research and decisions, with permissions and audit trails that make you audit-ready at any time.
New strategies, products and regions mean more process, more people and more risk.
Configurable workflows, templates and automation that scale your process with your team.
Built for every investment strategy.
Focus on alpha, not admin.
Fast-moving teams need research that keeps pace. Bipsync captures ideas the moment they happen and connects them to positions, so PMs see the full story behind every holding.
- Capture ideas from calls, meetings and email in seconds
- Connect research directly to positions and themes
- Give PMs and risk a single view of conviction
- Keep a clean record for compliance and investors
From fragmented to fully integrated.
Product growth, global teams and regulatory pressure have outpaced legacy systems. Bipsync keeps investment, distribution and compliance teams aligned for product launches, RFPs and audits.
- Bring PM notes, ESG assessments and research into one place
- Align investment, distribution and compliance teams
- Support RFPs and audits with a complete record
- Collaborate across offices and regions
From pipeline to portfolio, keep your process tight.
Capital is a commodity. Your process is what makes you unique. Bipsync keeps sourcing, diligence and LP preparation connected, organized and accessible.
- Track every opportunity from first meeting to close
- Keep diligence in one place instead of shared drives
- Prepare IC and LP materials without the scramble
- Retain knowledge when people move on
Capture. Structure. Leverage.
One platform from idea generation to decision-making, built around the research, entities and workflows that matter to asset managers.
Broker research, expert calls, earnings notes, emails and models flow in automatically.
Every item is linked to companies, sectors, themes and positions, with AI-assisted tagging.
Search, dashboards and Toro AI surface conviction, history and context when decisions are made.
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
Being able to walk through the story of our holdings in detail brought the nuances of our process to life.
Bipsync saves us 2,200 hours per year, which is more than one full-time employee.
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