If 2023 was the thrilling prologue, 2024 was the blockbuster sequel that drew us in. A year of milestones, memories, and momentum, 2024 felt like the cinematic moment where important stars align for a new set of milestones. So, grab some popcorn and join us as we roll the credits on a year that redefined what success looks like!
Act I: Expanding The Cast And The Stage
Every great sequel introduces new characters, while retaining the core cast. In 2024, our team had new actors, our reach expanded to 168 countries, with over 16,000 firms leveraging the DiligenceVault platform.
More than 100 firms now boast 100+ users, making it clear: scaling isn’t just about growth. It’s about creating ecosystems where innovation thrives. With 63 client visits in 21 cities, we ensured that “global presence” wasn’t just a buzzword, but it was our reality. From Singapore to Seattle, we built connections that spanned time zones and languages.
Act II: Thought Leadership Took Center Stage
From webinars to whitepapers, we doubled down on empowering our clients and our team with insights that matter.
- 800+ downloads of resources like case studies and white papers turned knowledge into actionable strategies.
- 600+ attendees joined five compelling webinars, where industry leaders dissected trends in private credit, venture strategies, and more.
- We didn’t just attend/speak at five marquee conferences; we hosted four roundtables with over 90 industry experts, cementing our role as a trusted voice in the diligence conversation.
- We worked with our users to create timely questionnaires and data templates for the SEC Names Rule, T+1 settlement changes, crowdstrike disruption impact, and the outbound investment regulation.
Last but not least, our soon-to-be refreshed annual InvestTech map is a staple for tech leaders in the industry.
Act III: Team Bonding Adventures
Every blockbuster needs its heartfelt moments, and our team-building events were no exception.
- Udaipur, India: Amid the splendor of Rajasthan, we mixed strategy hackathons with heritage walks – a fusion as rich as the city’s history.
- Princeton, NJ: In the heart of innovation, we brainstormed, bonded, and found new ways to elevate client experiences. From palace halls to Ivy League vibes, these moments cemented our team’s unity and creative spark.
Act IV: Innovation That Wows
Imagine this: diligence workflows re-imagined with a Gen AI-powered assistant so intuitive, it feels like it’s reading your mind. In 2024, we laid a critical foundation with the launch of DV Assist, blending NLP, AI, and an integrated experience to revolutionize how our users work.
But we didn’t stop there. From smarter dashboards to seamless CRM and research management integrations, our product updates redefined what users could expect. Innovation isn’t about doing more; it’s about doing better – and we made sure to deliver with a promise of scale and adaptability.
Act V: Designed For All
Inclusivity, compliance, and ease of use became our design mantra.
- Achieving WCAG compliance, we ensured our platform is accessible to everyone, everywhere.
- We didn’t just tick off regulatory boxes like SOC 2 Type 2 and ISO 27001; we embraced DORA and prepped for future AI standards, setting a new standard for thoughtful design.
- User journeys and usage statistics were critical data evidence that were the foundation that defined what we build and how we build everyday of the year.
Act VI: New Horizons, New Learnings, New Stories
Our platform’s versatility shone through with fresh use cases beyond manager research, ODD, subadvisory compliance, ESG and DEI data collection, to custom sustainability reporting, to private credit GPs deploying our tech, to vendor due diligence.
And our client base? A who’s-who of top-tier OCIOs, E&Fs, insurance companies, banks, asset managers, pension funds, sovereigns, and RIAs, proving there’s no challenge too unique for us to tackle.
Yet, we faced moments of humility. Staying true to our focus on excellence and scale, we avoided shortcuts with flashy, non-scalable Gen AI, resulting in losing three potential clients where DV would have been an ideal partner. But we stuck to our long-term vision, setting the stage where our Gen AI roadmap integrated with the core DV platform truly shines.
Act VII: Efficiency, Our Secret Superpower
Efficiency may not sound glamorous, but when done right, it’s the unsung hero of every blockbuster.
- Feature rollouts happened faster than a Marvel post-credit scene. Bugs? Squashed quicker than your weekend plans.
- Client queries? Answered so fast, we’re practically psychic (or just very efficient).
- Inbound inquiries drove ~50% of our sales pipeline since June, proving our work and brand speaks for itself (even when we’re not in the room).
Efficiency isn’t just a buzzword, it’s the secret sauce that keeps us ahead. And then came the real plot twist: we turned the corner on profitability this year. Our finance team cheered louder than the audience at a Marvel movie premiere.
Act VIII: Giving Back, Moving Forward
Every great story carries a message that lingers long after the credits roll. For us, it was about impact beyond business:
- We continued our carbon footprint reduction efforts, planting trees and investing in biodiversity in regions tied to our clients.
- We curated and shared over 300 global job opportunities, helping connect due diligence talent to purpose across the industry. Our LinkedIn page is now a hub for connecting due diligence talent to purposeful careers. Don’t miss out, follow us for bi-weekly job alerts and industry inspiration.
Because moving forward is only meaningful if we’re taking others along the way.
Act IX: The Audience Speaks
We believe in listening, and in 2024, we leaned in closer than ever.
Engaging 800+ asset managers, and partnering with our 100+ power packed user advisory board members, we co-created solutions that solved problems and delivered value.
Feedback from power users and small teams alike led to platform updates that turned workflows from good to great.
Dear users, your success stories fuel our journey.
The Curtain Call
As 2024 takes its final bow, we can’t help but feel grateful for a year that was. 2024 wasn’t just a sequel; it was an evolution, a masterpiece crafted with intent, growth, collaboration, and steadfast vision. And like every great cinematic universe, this story is far from over.
Here’s to 2025 – a chapter we’re already scripting with excitement, resilience, and a touch of mischief. See you at the next premiere! 🎉
