The Unified Workflow for Investor Communication
Quarterly investor letters take weeks of back-and-forth between PMs, compliance, and IR. Database profiles on eVestment, Callan, Wilshire, and Albourne need updating every reporting cycle across every strategy. DV Pulse automates both – AI-drafted, compliance-reviewed, and distributed from a single workflow.
AI & Workflow
AI-Powered Investor Letter Production
Quarterly and annual investor letters involve six or more stakeholders — portfolio managers, investor relations, compliance, legal, and product specialists — coordinating through email with no version control and no audit trail. DV Pulse replaces that process with a structured production workflow.
- Create investor letter blueprint
- Use your library and documents to create AI-powered first draft
- Collaborate across portfolio managers, investment teams, compliance and product specialist to finalize production
- Create exports in your branded formats
Workflow
Maintain Profiles for Marketing Database
The average institutional asset manager maintains profiles across 4–6 consultant databases, each with slightly different fields, formats, and submission cycles. Doing this manually — pulling from spreadsheets, reconciling versions, coordinating sign-off — consumes weeks of marketing bandwidth every quarter.
- For each reporting cycle, initiate and autofill these profile for each product
- Collaborate with SMEs to refine and edit the profiles, and maintain approval workflows on DiligenceVault
- Data consistency enforced across all database exports — same figures, same language, same compliance-approved text
- Change tracking between cycles so reviewers see what’s new, not the full profile from scratch
- Submission history maintained per database per reporting cycle
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Automate attestations, reviews, and risk monitoring to maintain proactive compliance and transparent stakeholder reporting.
Manager Research
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ManCo Diligence
Build a repeatable, scalable oversight framework for assessing and monitoring delegates and service providers.
Operational Due Diligence
Digitally transform due diligence with automated DDQs, document review, risk analytics, and regulatory data integration for scalable oversight.
Record Keeper Diligence
Streamline recordkeeper oversight with structured data collection, benchmarking, and ongoing monitoring workflows.
Responsible Investing
Collect and track ESG data across your manager universe with standardized frameworks.
AI-Powered RFP/DDQ and Investor Reporting Automation
Auto-draft responses to RFPs and DDQs from your approved content library using DV Assist.
Investor Letters and Database Management
Streamline periodic investor reporting with automated data pulls and templated outputs.
Blaze Data Bridge
Connect and sync data across systems with seamless integrations built for asset management workflows.
Form ADV Filings
Access and analyze Form ADV filings to support manager research and regulatory compliance.
Service Provider Diligence
Build a repeatable, scalable oversight framework for tracking service provider relationships and tri-party confirmations.
See how marketing teams use DiligenceVault
From management of eVestment, Callan, Wilshire and other database profiles to investor letter production, see how asset managers and GPs build their marketing edge.