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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28 April 2019
Delivering on the Promise of AI

The broad promise of AI is that it will allow humans to make exponentially faster decisions and invoke deeper analytics. Let’s explore what the future looks like once you deliver on the promise of AI...

27 March 2019
Rethinking Investor Relations Tech

Firms should apply the “zoom out/zoom in” approach to technology investments. The “zoom out” perspective looks at a time horizon of 10 or more years and tries to predict the market landscape and customer expectations....

27 February 2019
And The Next InvestTech Unicorn Is…

Unicorns are mythical beasts. In the VC world, they are high growth startups that achieve $1bn+ in valuation. In the investing world, a unicorn is an..

29 January 2019
Attitudes & Latitudes: Notes from the Tech Side of Investment Management

The investment management industry is known, from the outside, for many things. In a few words: high stakes and important work, high-performing individuals, and long but rewarding hours. When it comes to tech, however, the...

21 December 2018
Data Disintermediation: The Gift that Keeps on Giving!

The investment management industry runs on data. Organizations build their businesses around carefully constructed, disciplined processes of collecting and analyzing information that are designed..

29 November 2018
When Diligence Goes Digital

Defining the Digital Diligence Moment: When the investment management industry no longer depends on emails, multiple Word documents, and PDFs to exchange diligence information, and instead asks, “Can you DV it?” i.e. when DiligenceVault becomes...

30 October 2018
Delivering in the Experience Economy

Future economic growth lies in the value of experiences and transformations--good and services are no longer enough. Joseph Pine of Columbia and James Gilmore of UVA argue in HBR article that businesses must orchestrate memorable...

30 September 2018
Building a Data Legacy for Your NextGen

Given the significant investments of time..

29 August 2018
The Automation Within – from & for Millennials

Speed and agility are competitive advantages that drive innovation. A counterweight is a competing goal of quality, which cannot suffer in the quest for speed. How can you achieve both with the same amount of...