A webcast series designed to help investment teams tackle research management challenges by exploring proven best practices for asset owners and fund managers.
Bipsync for Asset Allocators
Rethinking the IC workflow across the fund lifecycle
The investment committee (IC) process is critical - but often fragmented across systems and teams. In this episode, we rethink the IC workflows from preparation through to fund setup and onboarding.
Watch the episode to learn:
- Transform IC meeting prep with structured workflows, pre-meeting checklists, and centralized access to notes, memos, and supporting materials
- Automate fund setup and onboarding, capturing approvals, documents, and key metadata to reduce manual effort and improve oversight
- Enable seamless collaboration across teams - from investment to legal - with flexible workflows and visibility into fund status and responsibilities across teams
- Centralize document management so every agreement, subscription doc, or diligence packet is securely stored, searchable, and audit-ready
Watch the video
If you have any questions or would like to explore Bipsync in more detail, please get in touch.