DiligenceVault and Bipsync announce strategic partnership to transform data-driven due diligence processes for investment management

New integration streamlines research and diligence workflows, enhancing efficiency for asset allocators and managers globally

New York, February 04, 2025 – DiligenceVault, the leading digital due diligence platform, and Bipsync, the premier research management software (RMS) for investment management, are excited to announce a strategic partnership aimed at transforming data and document workflows for investment due diligence processes. The new integration empowers clients across asset manager and allocator segments with a seamless solution that automates the flow of data and research between DiligenceVault and Bipsync – eliminating manual data input, enhancing transparency, and delivering a comprehensive view of investment operations for mutual clients.

The collaboration between DiligenceVault and Bipsync offers greater efficiency in managing complex RFP and DDQ workflows. The integration will optimize processes across the investment lifecycle – including manager research, operational due diligence (ODD), legal, compliance, ESG, tax, and accounting. With this integration, robust data sets captured in DiligenceVault are seamlessly synced into Bipsync’s RMS through a highly configurable integration.

Key Benefits of the Integration:

● Streamlined Data Management: Clients can effortlessly sync firm, product, and contact metadata between DiligenceVault and Bipsync, eliminating data and process redundancies and saving valuable time.

● Enhanced Transparency: Due diligence project information and documents collected by DiligenceVault are now available on Bipsync, improving visibility and supporting more informed decision making.

● Operational Efficiency: By automating data and document workflows between the two technologies, client teams can dedicate more time to analysis and decision-making rather than manual administrative tasks.

“This partnership exemplifies our commitment to delivering innovative solutions that simplify complex workflows for our clients,” said Rimsha Khan, Product Manager for Integrations at DiligenceVault. “Together with Bipsync, we’re enabling our common Endowments, Foundations, and Wealth Management clients to focus on strategic objectives by minimizing time spent on administrative tasks. A special thanks to our joint clients who played a pivotal role in shaping this integration.”

“Innovation thrives on connecting systems, data, and people. This partnership enables our clients to build a single source of trust, while integrating tech stacks paves the way for transformative technologies like AI. This shift empowers our clients to move beyond managing complexity and focus on achieving meaningful investment and efficiency outcomes” – added Monel Amin, Chief Executive Officer of DiligenceVault.

Bipsync echoed this enthusiasm, emphasizing the shared vision behind the collaboration. “We are delighted to partner with DiligenceVault to address the growing demand for an integrated, consolidated view of investment operations,” shares Drake Paulson, Chief Operating Officer at Bipsync. “This collaboration enhances our partnership ecosystem, empowering firms to optimize their data platform strategies, drive faster and more accurate decision-making, and achieve greater efficiency across their teams.”

About DiligenceVault:

DiligenceVault is the largest industry network for due diligence, offering an innovative, data-driven approach to streamline diligence and data collection workflows across front, middle, and back offices. Trusted by over 70,000 users across 100+ countries, DiligenceVault’s technology transforms how institutional and wealth investors collect, manage, and analyze due diligence information.

For media inquiries:
Srijani Chaudhuri
Senior Marketing Associate
Press@diligencevault.com

About Bipsync:

Bipsync is a leading provider of research and workflow management solutions purpose-built for investment management. We use modern technologies, agile processes, and user-centered design to drive speed, agility, quality, and efficiency into our clients’ processes to drive better decisions, faster. Bipsync clients span the entire investment management industry across asset class, strategy and size. The world’s largest allocators right through to pre-launch fund managers rely on Bipsync as a single system of record and modern productivity environment to help them power their unique investment processes and drive operational excellence. Learn more at www.bipsync.com.

For media inquiries:
Chau Mai
Marketing Director
hello@bipsync.com