Standardizing the information you track about managers is critical to staying organized and running an effective research process. Synap enables users to easily build and manage custom templates for people, companies, reviews, and funds, helping with ongoing due diligence and manager reviews.
With Synap, adding notes for face-to-face meetings, phone calls, and other interactions is simple and straightforward. Familiar text formatting options, easy-to-use tags, and the ability to connect your work to people, managers, and funds together makes it easy to stay organized now and find what you’re looking for when you need it later.
Effortlessly share email, notes, DDQs and other activity with your team. Comment on activity to create a complete and searchable history of your research.
Get instant notifications when anyone on your team interacts with the funds and managers you’re tracking.
Orchestrate the tasks that need to happen at every step of the investment research process. Drive accountability by assigning task owners and due dates. Stay on track with reminders and notifications.
Your time is best spent on analysis. Just log in with your email, and you can set up your Synap team in minutes. Synap automatically adds your contacts, organizing them by company. It even finds addresses, photos, bios, and more for many people and management companies. Synap's experienced team offers concierge service to import your historical research information.
Synap fuses modern technology with the deep experience our team earned by building tools for institutional investors for over a decade.