Company overview:
DiligenceVault offers a cloud-based digital due diligence ecosystem that connects institutional investors and asset managers through a secure platform to digitize and manage the due diligence process and information exchange flows. The key value proposition of DiligenceVault is digitizing and streamlining the due diligence process: making diligence data readily available, and improving efficiency, collaboration, transparency and data security. With DiligenceVault, both investors and managers realize time and cost savings from using the platform, and the investment management industry derives significant operational efficiencies as a result.
Core capabilities / Flagship products:
Digital diligence
DDQ Questionnaire Digitization & Customization
Diligence Document Repository
Internal Profiles
Workflow Automation
Team Collaboration Capabilities
Analytics and insights
Side-by-Side Comparisons, Heatmaps
Benchmarking
Notes, Tasks, Ratings Management
Deal Status Tracking
Flags / Ratings / Notes
Excel/Word Exports
Dashboard Analytics of Team & User Activity
Presentation
Multiple DDQ Mapping for Data Compilation
Analysis Templates for Summation
Reporting Review / Approval Sign-offs
Client Read Report-Writing
Regulatory (Form ADV)
Platform View and Email Alerts for ADV Changes
Firm / Fund Profiles, Ownership and Flags
ADV Portfolio Extract / Portfolio / Service Provider Analytics
General Information:
- • Digital & Technology

