Canoe and Bipsync integration gains traction with 30 client wins
NEW YORK, May 28, 2025 – Canoe Intelligence (“Canoe”), the platform for smarter alts management, and Bipsync, a leading Research Management System (RMS) provider, today announced they have reached a significant milestone of 30 shared clients, highlighting the growing demand for integrated document collection and research management solutions among capital allocators.
Canoe’s automated document retrieval and data extraction capabilities combined with Bipsync’s comprehensive research management platform creates a seamless workflow that significantly reduces manual processes for investment professionals. This milestone demonstrates the clear industry demand for solutions that streamline investment document management and enable institutional investors to access critical information more efficiently.
“Reaching 30 mutual clients is a testament to the value Canoe and Bipsync brings to capital allocators,” said Chris Jones, Chief Revenue Officer at Canoe Intelligence. “By combining Canoe’s document collection and data extraction capabilities with Bipsync’s integrated research and workflow environment, we’re enabling our clients to eliminate operational inefficiencies and focus on higher-impact activities like investment analysis and decision-making.”
The integration enables mutual clients to automatically retrieve investment documents from multiple sources through Canoe Connect and securely store, tag, and organize them within Bipsync’s centralized research platform to power workflows across the pre- and post-investment lifecycle. This streamlined approach reduces manual effort and enhances efficiency–particularly for institutions navigating the complexities of alternative investments.
Mutual clients, like USC, have seen a 4x increase in efficiency compared to their historical processes of collecting, processing, and categorizing relevant documents, ultimately allowing them to access their data more efficiently and with greater precision.
“Our partnership with Canoe continues to deliver exceptional client value, and we’re thrilled to see the strong market-fit driving a rapid expansion of our joint client base,” said Drake Paulson, Chief Operating Officer at Bipsync. “Together, we’re transforming how these institutions manage their investment research processes, enabling them to make more informed decisions with greater efficiency and confidence. “
As alternative investments continue to grow in importance for institutional portfolios, the need for sophisticated, integrated solutions becomes increasingly critical. The Canoe-Bipsync partnership directly addresses this need by offering:
- Automated document retrieval from general partner portals, administrator portals, and email inboxes
- Systematic document transfer via secure API integration
- Centralized research environment to manage notes, documents, and investment pipelines
- Workflow automation to streamline investment processes, reduce manual tasks, and accelerate decision-making
This milestone comes as Canoe continues to expand its client base, now working with over 400 institutional investors, asset servicers, capital allocators, and wealth managers across North America, Europe, and Asia.
For more information about the Canoe & Bipsync integration and how it benefits capital allocators, please visit canoeintelligence.com/partners/bipsync.
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About Canoe Intelligence
Canoe Intelligence redefines alternative investment intelligence through AI-driven, cloud-based software that automates and streamlines alternative investment workflows. With over $8T in assets under automation and more than 400 clients, Canoe empowers institutions, LPs, and wealth managers to transform their alternatives data operations.
About Bipsync
Bipsync is a research management software (RMS) purpose-built for investment management. We help our clients capture, structure, and leverage collective intelligence at scale. Trusted by the world’s largest asset allocators to leading hedge funds, our clients use 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.
MEDIA CONTACT:
Betsy Miller Daitch
Canoe Intelligence
+1 443-690-6200
bdaitch@canoeintelligence.com
