DiligenceVault Industry Exchange

DiligenceVault
Industry Exchange

Your Expertise. Our Technology.
The Better Way.

DELIVERING EXCELLENCE

Why DiligenceVault

80%

CLIENT DRIVEN PRODUCT DEVELOPMENT

1st

PRIORITY IS ALWAYS YOUR
SUCCESS

100%

FLUENCY IN INDUSTRY
LANGUAGE

4+ Star

AVERAGE RATINGS ON YOUR TICKETS

A USER ADVISORY PARTNERSHIP

Our Commitment To Building An Industry Exchange

Our clients are at the heart of our product thinking – we credit just over 80% of the platform’s development and growth to client feedback. We apply our core values, delivering excellence, to everything we do. Our mission is to build a diligence standard based on meritocracy in the industry. Our clients choose us because we are a team of industry veterans, steeled with a vision to set the standard.

Our clients are committed to creating positive impacts within the industry by building a new diligence standard. We are incredibly privileged and proud to be their partners in this process. We listen. We research. We innovate.

GET INVOLVED IN OUR USER ADVISORY GROUPS

Let’s Innovate Together

 

 

“We really appreciate the collaboration amongst DV and other users and valued the knowledge sharing”
– A Canadian Insurance Company Client

75+

MEMBERS

15+

FIRM TYPES

30+

INSIGHTS

10+

COUNTRIES

$21tn+

AUM/AUA

5

UAGs

TRENDING RESOURCES

Collective Insights For Industry Thought Pieces

SVB Webinar Takeaways

Webinar Takeaways: Banking Crisis

Read More

Whitepaper: Risk Based ODD 2023

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Which User Group Is Right For You?

Our User Advisory Groups (UAGs) are a unique opportunity for our clients to connect with fellow users and industry peers, get exclusive updates on product development initiatives, learn from one another, and share tips and tricks on utilizing the platform.

ESG & DEI Data Collection
ESG/DEI data collection, engagement tracking, and stakeholder reporting needs trusted technology solutions. Our users collaborate with Team DV on implementation best practices, integrations, and functionality to support their sustainable investing mandates.

Investment/Private Markets Research
From sourcing to diligence to monitoring – manager research experts are coming together to discuss new trends and how DV enhances their decision-making processes. The private markets experts also focus on enhanced data transparency.

Investor Relations/Fundraising
To bring efficiency in responding to DDQs, RFPs and investor requests, IR and capital formation professionals join Team DV to bring standardization, integration and automation to the industry while creating a unified experience for their internal stakeholders.

Operational Due Diligence
Investigating a company’s operations, controls effectiveness, and future sustainability is the core of operational due diligence. Together, ODD professionals are working to highlight industry trends and feature requests to proactively identify and manage risks.

Sub Advisory/Compliance Oversight
With regulatory compliance and governance in the foreground, firms managing sub advisory mandates are meeting to look at how DV centralizes and powers board reporting, digitizes the 15C process, and simplifies portfolio risk and compliance oversight.

Interested in sharing your opinions and collaborating with Team DV and other DiligenceVault users directly?

Request to join one of our User Advisory Groups (UAGs)

CLIENT RESOURCES

Insights From Our Network

Cerulli Associates Logo

Cerulli Associates
Survey with a focus on investor reporting, DDQ and distribution processes 

Goldman Sachs

Goldman Sachs
Views on the potentially large effects of AI on economic growth

Hamilton Lane Logo

Hamilton Lane
Valuable insights on secondary market investing: 10 themes for 2023

NEPC Logo

NEPC 
Operational due diligence survey of nearly 200 hedge funds – 2022

StepStone Logo

StepStone Group
Market research on private equity valuations – Are they too high?

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