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 October 2016
Click, Toggle & Scroll (To the Tune of “Shake, Rattle & Roll”)

The contemporary work environment offers the technology-enabled promise of connectivity, convenience, and productivity. Email provides information dissemination to individuals in incredible volumes. But email and documents are quarter-century old general application technology, and now they...

30 October 2016
Fear of Investing

Investors are capable of rational decision making. But we often see investing behavior edge on the side of irrationality. If all investors were rational, we would not see severe drops in markets and / or...

30 September 2016
Diligently Finding Alpha to Survive Bunnyland

These are challenging times for asset owners, particularly those with liabilities or obligations to fund with financial returns, such as pension funds, insurance plans, and endowments and foundations whose budget depends on the returns. With...

30 September 2016
You call it creepy, we call it client service

Historically, products traditionally won via a strong distribution and marketing, or the superior quality of the product; the client experience per se did not seem to be of focus. Increasingly the focus has shifted from...

31 August 2016
Regulatory Filings, Bots and Golf…

After joining DiligenceVault, the first area I focused on along with the engineering team was institutionalizing the way we were looking at publicly available data. Starting with regulatory filings, largely driven by inbound interest, we...

30 August 2016
Track Record Investing

As the splashy spectacle that was the Rio Olympics slowly recedes into memory, the event can be looked at through an analytic lens. The BBC published a fascinating article: Why do swimmers break more records...

27 July 2016
How I Met Team DiligenceVault

Much like Ted Mosby's trials and tribulations in How I Met Your Mother, it's both fun and inspiring to sit down and draw up an info graphic in a single dimension that lays out the...

26 July 2016
Due Diligence In The Second Machine Age

In their fascinating book The Second Machine Age: Work, Progress, and Prosperity in a Time of Brilliant Technologies, Erik Brynjolfsson and Andrew McAfee synthesize research from multiple fields and analyze the way technology is reshaping...

28 June 2016
Fruitful Active Investing

A summertime reflection on active and hedge fund investing, especially on the back of recent headlines covering large institutional investors exiting the hedge fund space, in addition to the investor narrative regarding fees and performance....