CASE STUDY: Shadmoor Advisors

Shadmoor case study

CASE STUDY: Shadmoor Advisors

Shadmoor Advisors is a leading boutique consulting firm that provides operational due diligence reviews of alternative investment managers.  Their previous processes of collecting data from managers using MS Word and spreadsheets posed a number of challenges for both Shadmoor and the managers under review.  Looking to improve how they captured, organized and analyzed manager data, the firm turned to DiligenceVault to automate processes that were previously based on an unstructured and unwieldy format.

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