Your Diligence Data, Now Native to Your AI.
Bring DiligenceVault's first-party data, questionnaires, research, and AI-extracted insights into the enterprise LLMs your teams already use.
Ask questions, find information, compare responses, and access years of diligence knowledge without switching between systems.
- Strategy capacity lowered from $2.5bn to $2.0bn.
- A new co-portfolio manager was added to the investment team.
Your Enterprise AI Needs Your Firm's Diligence Context
Institutional knowledge is built over years. Thousands of questionnaire responses, research notes, documents, assessments, and investor interactions. With DiligenceVault MCP, your enterprise LLMs can securely access that information, subject to your existing permissions.
Better AI Starts with Connected Diligence Data
Give your enterprise AI access to structured, historical, and contextual diligence information through DiligenceVault MCP.
Questionnaires & Responses
Historical DDQs, RFPs, RFIs, and responses, along with relevant source documents.
Firm & Investment Data
Structured data on firms, strategies, products, and vehicles - yours and what is shared with you.
Diligence & Review History
Past assessments, review findings, recommendations, project updates, and outstanding items.
Documents & Extracted Insights
Information captured from source documents, including AI-extracted data where available.
How DiligenceVault MCP Works
MCP, the Model Context Protocol, is an open standard that connects AI assistants to business data and tools through a consistent interface. DiligenceVault's MCP follows it, so your teams can use the enterprise AI they already have.
Your Diligence Data
Questionnaires, documents, manager profiles, and diligence workflows, accessible based on your permissions.
DiligenceVault MCP
A secure, read-only connection that enforces permissions and logs access.
Your AI
Access DiligenceVault information through the enterprise AI applications your organization already uses.
Questions Your Teams Can Ask
A few examples to get started. Ask them in your own words, in the AI tool your team already uses.
For Allocators & Research Teams
What changed since the last diligence review? Compare historical questionnaire responses, identify changes, and refer to the original sources.
Where do our diligence reviews stand? Find active projects, outstanding questions, open findings, and upcoming deadlines.
What do we already know about this manager? Bring together available manager profiles, research, historical assessments, and meeting notes before your next discussion.
For Asset Managers & Investor Relations
Have We Answered This Question Before?
Search previous DDQ and RFP submissions to find relevant responses and supporting information.
What Is Outstanding Across Investor Requests?
Monitor pending questions, active projects, and upcoming submission deadlines.
Prepare for Investor Meetings.
Retrieve past projects, and logged follow-ups in seconds.
Built with Institutional Data Controls in Mind
Diligence information is often confidential. Connecting it to enterprise AI requires clear boundaries. DiligenceVault MCP is designed around the access controls already in place.
Read-Only
Your AI assistant can look things up and summarize them. It can’t change anything in DiligenceVault.
Existing Permissions Apply
Each request is checked against the signed-in user's DiligenceVault permissions. Users cannot access information beyond their authorized scope.
Scoped to Your Firm
Results only include data your firm can access and are never combined across clients.
Your Own Login, Every Time
Everyone connects with their own DiligenceVault login. Sign-ins expire after 24 hours, and your AI tool asks you to sign in again.
Your Admin Stays in Control
MCP access is enabled or disabled for your firm by your DiligenceVault administrator.
Your Choice of AI
Retrieved content is passed to the AI tool you choose. How that tool handles it is governed by your organization’s agreements with its provider.
Works with the AI Tools You Already Use
Any AI tool that supports remote MCP with sign-in can connect.
Compatibility depends on your AI tool's support for remote MCP and on your organization's policies.
Frequently Asked Questions
Which AI tools can I connect?
DiligenceVault MCP supports compatible applications that provide remote MCP connectivity and authentication. Actual availability depends on each provider's implementation and your enterprise configuration.
Who controls access to MCP?
Your DiligenceVault administrator controls whether MCP is available to the organization and its users.
Does MCP replace DV Assist?
No. The two serve different purposes. DiligenceVault MCP connects authorized DiligenceVault information to your enterprise LLMs. DV Assist provides purpose-built diligence capabilities within DiligenceVault, including questionnaire autofill, document extraction, review, and memo generation. Organizations can use either or both, depending on their workflows.
Can MCP make changes to information in DiligenceVault?
Your AI application can retrieve information and help draft content, but changes to DiligenceVault records must be completed within DiligenceVault.
Will MCP return answers with supporting sources?
DiligenceVault MCP can provide source information associated with retrieved records. How references appear in the final response depends on the connected AI application. Users should verify material conclusions against the underlying records.
Can other firms access my firm’s information through DiligenceVault MCP?
No. MCP doesn’t give anyone new access. Each user sees only what they already have permission to see in DiligenceVault account, and data is never combined across clients. If your firm has shared a response or document with another firm in DiligenceVault, they can also see it through their own AI assistant, just as they can in DiligenceVault today.
Is our information used to train AI models?
DiligenceVault does not use data returned through MCP to train models. Retrieved content is passed to the AI tool you choose, so its handling is governed by your organization's agreements with that provider.