Manager research is getting more complex with unstructured data, manual processes, and an ever evolving landscape of investment opportunities and risks.
DiligenceVault helps investors focus on using their information – not managing it.
DigitalDiligence is a core module that enables you to transform your diligence framework across inbound management, manager research, and portfolio monitoring.
- Build a repository of usable, structured research data and documents by collecting data from over 6,000 asset managers
- Avoid avoidable and costly errors when conducting manager research, and eliminate errors that come from manual processes
- Automatically flag risk areas, outliers, and even compliance issues
- Enable transparency for the entire team on a centralized platform. Create a consistent framework for multi-asset portfolios across traditional, hedge, and private market investments
Presentation is an advanced module that enables you to automate the generation of Investment Committee memos, factsheets, and opinion reports,
- Eliminate the need for copy and paste from multiple data sources
- Overlay collaborative review process in generating opinions and recommendations
- Create presentations from all your research data in a few clicks in your brand
- Enable transparency for the entire team on a centralized platform
FormADV is a regulatory data module that helps in identifying new investment prospects as well as reviewing inbound manager’s profiles. Get answers to questions such as:
- How many PE managers haven’t launched a fund in the past 3 years?
- All hedge fund strategies with certain business characteristics – managed account preference, investor concentration, regulatory profiles
- New launches in the past 30 days