DiligenceVault

Digital & Technology

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

The latest articles from DiligenceVault

Digital & Technology

Digital Platform DiligenceVault on the Need to Drive Fund Due Diligence into the Modern World DiligenceVault is a digital diligence platform that was created to transform fund due diligence, enabling the industry to transition from a document-driven process to data-driven decision making. The FinTech was founded in 2014 by CEO Monel...