Operational Due Diligence

Operational due diligence is getting more complex and resource intensive.

 

DiligenceVault provides a modern, comprehensive ODD platform to execute across every asset class, strategy and fund type.

DIGITAL DILIGENCEDigitize your operational due diligence framework

DigitalDiligence is a core module that enables you to transform your diligence framework across initial and ongoing monitoring of asset managers.

  • Collect data and documents from asset managers for initial due diligence, ongoing monitoring, and ad hoc information requests.
  • Avoid avoidable and costly errors when conducting due diligence, 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
COLLABORATIONCollaborative review and authoring

Collaborate with asset managers as well as internal manager research and ESG teams.

  • 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
Collaborative Authoring and Review
ANALYTICSIntegrated risk-based analytics

Leverage powerful analytics to demonstrate an institutional framework for oversight and governance.

  • Automatically flag outliers and unusual manager responses
  • Quickly identify material changes across DDQ responses and regulatory filings
  • Integrate risk-based scoring to deliver a risk dashboard for the investment committee and advisory clients
View our Regulatory data Module

Want to see how it could work for you?