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Case Study: Accelerating Investor Relations


Scenario

An asset manager has received customized information requests for its current fund raising mandate from multiple consultants, end investors as well as a bank platform

Current Process Using DiligenceVault

  • 1Upload all investor requests
  • 2Review questions and existing responses map
  • 3Track and view responses as they get approved internally
  • 4Share results with investors, and monitor engagement

5

Manager Hours

2

Investor Hours

Frustration Meter

Aggravated

Leverage Technology, Increase Productivity

  • Focus on investment success, rather than data entry and storage

    Scale and accelerate investor relations. Replace manually intensive copy and paste exercize with our smart algorithms in answering RFI / RFP / DDQ and periodic investor requests

  • Make internal approvals easy

    Collaborate with your legal, compliance and product counterparts in simplifying information gathering and approval workflows

  • Track team activity and decision making

    Document all activity while tracking team member engagement, and ensure retention of institutional memory

Centralized Intelligence, Shared Responsibility

  • Consolidate scattered data and documents

    All questions and answers across investors in a centralized location, vs. shared drives and emails

  • Modernize investor relations

    Leverage a cloud based platform for easy access, searchability and intelligent tagging of documents and data

  • Leverage engagement analytics

    Across asset owners (pension plans, endowments, foundations, wealth funds, family offices, etc) and asset allocators (investment consultants, bank platforms, fund of funds, OCIOs, etc)

Secure, Scalable & Easy to Integrate

  • Layered security architecture

    Current generation security framework with multiple layers of access and data security as an integral part of the user experience

  • Easy to scale and maintain

    Simplify access and mobility, as well as easily scale with cloud-based application

  • Built for integration

    Robust and secure public APIs for two way communication between DiligenceVault and your internal environment

Implementation Services

  • RFP/due diligence consulting

    Our partner consultants can engage with diligence requestors in responding to diligence questions in the template

  • Digitization of shared drives and excel spreadsheets

    We help translate your DDQ/RFP documents into digital, shareable and referenceable datasets

  • Migration services

    We help migrate historical data including questionnaires, history packs, and pitch materials for a seamless transition

All Things Diligence, Vendor Included

  • Know thy vendor

    Efficiently conduct due diligence on your key vendors across data providers, technology, legal and counterparties and more

  • We like standards too

    Leverage industry standard questionnaires in advancing your diligence efforts

  • Make being diligent easy

    Benefit from layers of collaboration, customization of diligence questionnaires and a centralized digital repository

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