Funds can define, track and measure research tasks and activity from idea to investment, get detailed information into current and past performance to drive efficiencies and even build a systematic research process across stages, progress rules, idea scoring and funnel analytics.
- Task management
- Activity tracking and timelines
- Idea Pipeline and dashboards
- Custom process control and approvals
- Idea scoring and funnel analytics
We know that every fund is different in their structure and process. So whether you’re looking for simpler task management, a more in-depth understanding of research timelines and performance, or a way to standardize, score and monitor your entire research process, Bipsync’s pipeline management provides the visibility, insight and control you need, configured for your fund.