Our expressions on all things due diligence, fintech, digital transformation, and life at DiligenceVault.

The Making of DiligenceVault

October 2015 – DiligenceVault was an idea born from hours of wasted time. My experience in managing risk for a multibillion-dollar GP and a portfolio of LP investments had many rewarding qualities…efficient decision making was unfortunately not one of them.

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31 May 2016
How Do Firms Innovate?

We Didn’t Do Anything Wrong, But Somehow, We Lost…. Nokia’s smartphone division was recently acquired by Microsoft..

31 May 2016
Meet the Team

A geographically distributed team with diverse experience sets, from 4 countries.

29 April 2016
Hey Due Diligence, Knock Knock…

Investor Town What does a day at an end investor or an investment consultant who hires external managers look like? **Susan Lee (CIO):** Any ideas on what managers we should be looking at to add...

28 April 2016
Due-diligence Bookends: Art vs. Commoditization

In a recent Operational Due Diligence (ODD) conference, there was a lot of talk about the risk of commoditization. Well… What could have gotten this topic surfacing an in industry conference? Let’s go back to...

27 March 2016
From Emerging Managers to Superstars… Changing the Paradigm

The concept of two people with a Bloomberg in a garage starting a fund has long faded from reality to become a mere figment of our imagination...

27 March 2016
What’s in the Name

This blog introduces things you wished you knew about DiligenceVault Series! Growing up I repeatedly read the moral story (Aesop's fable) about a clever crow. One fine day, an extremely thirsty crow was flying around...

25 February 2016
Rating Everything…From Investment Managers to Men’s Hairstyles

Why do we rate funds? Rating investment managers is a mechanism that attempts to normalize an otherwise complex research process using a combination of quantitative and qualitative techniques. In our day-to-day life we are constantly...

24 February 2016
The Perfect Hedge

In a world of negative yields, oil price roller coasters, European bank weakness, and intra-day volatility resulting from global interconnectedness, it is natural to want to add a loss floor, minimize return volatility, or both....

31 January 2016
Cybersecurity WaR (What’s at Risk)

Why is cybersecurity important? Here are a few not so fun, but revealing facts about cybersecurity (credited to Verizon 2015 Data Breach Investigation Report: Did you know that it takes approximately 205 days between intrusion...