Case Study: Manager Research & Due Diligence
A global Due Diligence team has revamped their manager research process, due to the current circumstances, incorporating a bespoke DDQ process, a video conference schedule, and quarterly document collection process on their implemented funds
Current Process Using DiligenceVault
- 1Prepare emails to managers
- 2Divy up request across team members
- 3Follow-up with managers who haven't responded
- 4Add piecemeal data to centralized spreadsheet
- 1Choose digital DDQ/RFP or data request
- 2Select tagged asset managers in 1-click
- 3Track and review DDQ/RFP responses as they are populated
- 4Receive more responses, faster from asset managers
- 5Provide a best-in-class experience for your asset managers
Digitizing standards to deliver best practices
At DiligenceVault we have talked to thousands of our users about their question and answer processes and we’ve gained great insights. Industry questionnaires are a great starting point. Each firm has its own process, perspective and area of expertise. This drives the need for each firm to ask specific questions and collect the data integral to their process in order to achieve the investment results that they and their clients desire.
The industry is constantly evolving and there is more yet to come through innovation and industry collaboration. Join DiligenceVault to integrate your current research / diligence processes and best practices online and gain access to the industry’s thought leaders online.
Creating a seamless diligence experience with integrations
A secure platform adopted by leading investment management firms
Institutional security &
DiligenceVault isn’t just trusted by leading banks, asset managers, insurers, and asset owners for its innovative diligence technology, it’s also trusted because it is ISO 27001 and SOC 2 certified.
Take control of your
DiligenceVault offers advanced access control options to all clients including:
- Multi-factor authentication
- Advanced password and reuse criteria
- IP Address whitelisting
- Single Sign-On
- Domain whitelisting
- Security alerts
Your data protection is
a first principle
The platform users exclusively own the data they input and collect. We have instituted advanced controls to ensure its protection:
- Data encryption in transit and at rest
- SOC 2 certified data centers
- Your data is always confidential
- A well-documented incident response plan in case anything goes wrong
Our commitment to transparency in ensuring joint success
Usage based pricing to enable collaboration
Due diligence is a collaborative exercise. It takes a village! So when adopting a digital diligence platform, it’s so very important to adopt as a firm. Our pricing philosophy takes into account this central thesis and is not based on a per-user license.
The pricing is based on your usage. How many entities you diligence is a key criteria in arriving at a pricing, and as a result it scales as your needs evolve.
Managed POC to ease transition
We have created a managed POC experience – a 2-3 hours in-depth POC to help assess ease of use and fit within your framework.
- We recognize that your due diligence framework is designed to meet your needs as a fiduciary and there is no one size fits all approach. Our product thinking is built on that principle allowing for customization and flexibility to meet your needs.
- We also recognize that you have your day jobs and have only limited bandwidth to extensively trial technology to realize its full potential.
We delight in delivering a memorable platform experience
Robust alerts for proactive health monitoring
Visual users guides and videos to address frequently asked questions
03.Monthly Product Updates & Webinars
Resources to keep you updated on latest platform developments and enhancements
Coverage across all timezones for you and your diligence partners