Research and workflow management platform Bipsync has joined forces with Dasseti, a custom data collection solutions provider, to optimise research and due diligence processes for investment management.
The collaboration aims to enhance the way investment and operations professionals gather data and conduct investment research.
By combining collected data, documents, and due diligence questionnaire (DDQ) responses from Dasseti’s platform into their proprietary research and workflows in Bipsync, mutual limited partner (LP) and general partner (GP) clients will streamline their investment processes.
This integration is expected to facilitate better investment decisions.
Bipsync chief operating officer Drake Paulson said: “We are excited to offer our clients the powerful combination of Dasseti’s custom data collection with Bipsync’s research management solutions.
“This partnership not only accelerates the data-to-insight journey but also empowers investment offices to stay ahead in a competitive market by acting swiftly on accurate, comprehensive information.”
By merging Dasseti’s advanced data collection and extraction capabilities with Bipsync’s comprehensive research management platform, investment offices will be able to eliminate operational silos and reduce manual processes.
The automation of data collection and extraction will allow users to distribute custom DDQ and data requests at scale. The data obtained from these responses can be seamlessly extracted into Bipsync, significantly saving time and minimising errors.
Besides, the partnership will enhance investment research capabilities. Users will be able to overlay investment and research contexts from Bipsync like notes and interactions, alongside Dasseti’s extensive database of DDQ and request for proposal (RFP) responses.
In addition, operational efficiency is set to improve with the integration of Bipsync’s Rules Engine for alerts and notifications.
Data collected from Dasseti can trigger workflows in Bipsync, automating repetitive tasks and allowing investment teams to concentrate on strategic decision-making.
Furthermore, the collaboration optimises environmental, social, and governance (ESG) workflows.
By incorporating ESG metrics collected from Dasseti into the research and due diligence processes in Bipsync, users will benefit from a more comprehensive view of ESG considerations throughout the investment lifecycle.
Dasseti CEO Wissem Souissi said: “Asset allocators and managers need complementary solutions that enhance efficiency and data accuracy.
“Our partnership with Bipsync will help users streamline data collection and enrich research capabilities, enabling them to make better-informed investment decisions faster.”
