BipSync on Capital Allocators – Inside the Institutional Investment Industry

Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)

1:25
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Ted Seides
Ted Seides – Allocator and Asset Management Expert
June 1, 2026
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Transcript

We're going to take a quick break in the action to tell you about BIP sync. One pattern I hear consistently in conversations with allocators and managers is that research and diligence workflows tend to outgrow general purpose productivity tools. Shared drives, spreadsheets, even traditional CRMs work for a while, but they weren't built for the nuances of an institutional investment process. Trinity Church in New York is a good example of a firm that addressed that head on. They've been stewarding capital for over three hundred years, and like many long standing institutions, they're deliberate about the partners they choose. Trinity Church sought a platform that could keep pace with their investment process and found that in BipSync. What Trinity Church and a growing number of their peers have found is that capturing and using a team's collective intelligence at scale requires a system designed for that purpose. BipSync is a system of action for investment intelligence, structured, searchable, and secure. Every insight gets captured, and every decision is traceable. It's built for institutional investment teams and trusted by asset owners and managers overseeing 4,000,000,000,000 in assets. The workflows, integrations, and support are all shaped by the specific demands of institutional investing, not adapted from tools built for a different industry. Learn how organizations like Trinity Church in New York are modernizing their investment research process at bibsync.com/capitalallocators.

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BipSync: Offer at capitalallocators · Jun 1–8, 2026

BipSync is a system of action for investment intelligence, structured, searchable, and secure.

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Episode

Capital Allocators – Inside the Institutional Investment Industry
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
Host: Ted Seides
Publisher: Ted Seides – Allocator and Asset Management Expert