Most research management systems are expensive, antiquated, overly complicated filing cabinets. Focused entirely on the qualitative aspects of investment research and operational due diligence, Synap makes it easy to track communications with fund managers across all asset classes, organize investment research and documentation, and monitor and report on ongoing due diligence efforts.

Synap’s open API architecture also enables users to connect it to portfolio management, accounting, and analytics software products used by multi-asset class investment managers. This flexibility enables them to deploy the best-of-breed solution that fits all their business needs instead of relying on all-in-one products that perpetually fall short.

Streamlined Research Management

  • Organize your research by creating custom templates by asset class to capture the right information and simplify ongoing due diligence and manager reviews.

  • Easily capture and collaborate on documents, emails, and notes for face-to-face meetings, phone calls, and other interactions in one place.

  • Run an organized and effective research process by standardizing the information you track about managers via flexible research note and activity forms.

  • Streamline your manager selection and due diligence processes with powerful yet flexible workflow and task management tools.

Organized Due Diligence

  • Define, manage, and track stages and the requisite outputs associated with every stage of your research process.
  • Set-up recurring workflows to assure every step is completed to your standards without the hassle of tracking everything in spreadsheets or clunky old software.
  • Define rules to automatically assign tasks to the appropriate research analysts, calculate due dates, manage task sequences, and more.
  • Know what’s happening throughout the lifecycle of an investment, thanks to helpful notifications. Synap will let you know when tasks are assigned to you, when the tasks you assign are completed, or become overdue.

Cross-Team Collaboration

  • Capture and collaborate on manager notes, fund documents, and more using custom tags, team member @mentions, and in-app notifications.
  • Effortlessly share all emails, meeting notes, DDQs and other activity with your team.
  • Comment on activities to create a complete and searchable history of your research and diligence efforts over time.
  • Get instant notifications when anyone on your team interacts with the funds and managers you’re tracking via email, the application, or desktop pop-ups.
  • Orchestrate the tasks that need to happen at every step of the investment research process.

Simplified Reporting

  • Keep up to date with filterable fund, firm, and contact activity timeline streams.
  • Easily create, share, and modify drag-and-drop reports across all in-application data sets with filter rules and groups.
  • All reports are easily accessible to all users via the app, mobile devices, spreadsheets, or other integrated services.
  • Visualize the diligence cycles of all your funds broken out by asset class, workflow stage and underlying manager and analyst details.

Flexible API Integrations

Synap's open API architecture enables users to integrate with Outlook® and Gmail®, portfolio management, accounting, and analytics software products used by multi-asset class investment managers. This flexibility helps them to deploy the best-of-breed solution that fits all their business needs.