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
Diligence Analytics
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
Shadmoor case study

CASE STUDY: Shadmoor Advisors 

See how Shadmoor Advisors, a leading boutique consulting firm that provides operational due diligence reviews of alternative investment managers, used DiligenceVault to improve how they captured, organized and analyzed manager data, and automated their processes.

DV - ODD in 2022 and Beyond

WHITEPAPER: Operational Due Diligence In 2022 And Beyond

A panel discussion hosted by DiligenceVault and CIO Magazine covered the various trends, insights, current challenges and best practices of Operational Due Diligence in 2022, along with how technology is being used to facilitate manager research and to control external party risk.


Want to see how it could work for you?