Intelligence That Compounds With Every Connection

DV Nexus is the sovereign data layer enriched by data you collect, by AI-extracted data, by regulatory filings data, and by first-party standard data via Blaze and service provider module.

Three Sources, One Connected Network

Each intelligence layer enriches your manager universe independently. Together, they create a continuously updated view no annual DDQ cycle can match. For asset managers, the intelligence supports how they respond to investors, to competitive strategies and their internal goals. For allocators, it provides live intelligence across your portfolio.

Blaze Data Bridge

Managers maintain their Blaze profile directly, AUM, track record, key personnel, overview, key documents. Updated once, distributed to every authorized allocator on the network automatically.

Form ADV Filings

Real time ADV Part I and Part II monitoring across your full manager portfolio. AI analyzed brochure change tracking with structured alerts on ownership, DRP, and disciplinary history.

Service Provider Diligence

Auditor, prime broker, and compliance consultant changes flagged when they happen, not at the next scheduled review. Structured service provider profiles with tri-party confirmation workflows.

Why DiligenceVault Nexus?

The intelligence no point solution can replicate

Source-Direct Data

Blaze profiles are maintained directly by managers — not scraped, not aggregated from third-party databases, not stale PDFs. The data has the highest provenance.

Connected by Design

Every intelligence layer — Blaze, ADV, SP — is connected to the same manager records. An ADV filing enriches the same profile your team used for the last DDQ cycle.

Continuous, Not Periodic

Annual DDQ cycles create a 12-month blind spot. DV Nexus monitors continuously — so material changes surface when they happen, not at the next scheduled review.

Connected by Design

Not Three Products. One Connected Record.

Every intelligence layer is connected to the same manager record in your portfolio. An ADV filing enriches the same profile your team used for the last DDQ cycle. A Blaze update propagates across every allocator relationship automatically. The intelligence compounds — it doesn't fragment.

How a single manager record stays continuously current

Manager DDQ

Structured responses in your DV record

→

Blaze Update

Manager updates profile — all allocators see it

→

ADV Filing

SEC amendment flagged, AI-analyzed, linked to record

→

ODD Alert

Analyst notified before next scheduled review

A Blaze profile update triggers a data reconciliation check against the manager's last DDQ response and their current ADV filing — automatically, without a new review cycle. That's not three products working in parallel. That's one intelligence layer that gets smarter with every data point.

The Intelligence Gap

What Annual DDQ Cycles Miss

The difference between periodic review and continuous monitoring isn't a feature preference. It's a risk management decision.

Without DV Nexus

✕ADV amendments caught only at next annual review — if checked at all

✕Auditor changes unknown until next DDQ cycle

✕Manager firm data goes stale between DDQ cycles — often 12+ months old

✕Key person changes detected via news or allocator network anecdotally

✕DRP / disciplinary events tracked via manual ADV review — inconsistent across portfolio

With DV Nexus

✓ADV amendments flagged within 48 hours of SEC filing

✓Auditor changes tracked continuously via tri-party confirmation

✓Manager firm data updated by managers in Blaze and distributed automatically

✓Key person changes flagged via ADV Part I and linked to record

✓DRP / disciplinary events monitored continuously across full manager universe

Regulatory Tailwinds

Regulators Are Requiring What Nexus Already Does

Continuous monitoring isn't just best practice — it's increasingly a regulatory expectation. Nexus aligns your oversight program to the frameworks regulators are actively enforcing.

Reg S-P

SEC Safeguards Rule

Requires enhanced due diligence on service providers handling customer information. Nexus provides structured service provider monitoring and documented oversight trails.

DORA

EU Digital Operational Resilience

Mandates ongoing monitoring of third-party ICT service providers. Nexus service provider tracking provides the documented oversight framework DORA requires.

APRA CPS 230

Australian Prudential Standard

Requires continuous operational risk management including service provider monitoring. Nexus delivers the ongoing oversight infrastructure for APRA compliance.

See the network in your manager universe

We’ll configure a demo around your actual portfolio, live Blaze data, ADV monitoring, and service provider tracking, so you see what DV Nexus surfaces for the managers you already cover.