DiligenceVault Launches AI-Powered Document Intelligence Engine to Ease the Burden of Fund Due Diligence
New York, July 8, 2025 – DiligenceVault, the trusted digital diligence platform for asset allocators and asset managers, today announced the launch of its Document Intelligence Engine, a new AI-powered solution designed to relieve teams from the grind of document reviews, data extraction, and repetitive questionnaire responses.
Across the asset management industry, due diligence teams are overwhelmed with growing due diligence volumes and increasing complexity of fund documents. Whether it’s responding to DDQs, reviewing PPMs, or tracking ESG disclosures, these critical workflows are still largely manual and time-consuming. The Document Intelligence Engine was built to change that.
“With the Document Intelligence Engine, we are transforming how allocators and investor relations teams interact with and analyze due diligence data,” said Ryan Wilding, Product Manager at DiligenceVault. “Integrated source attribution and confidence scores in the engine, make it possible to scale AI usage while maintaining trust, transparency, and governance in the AI review process.”
The engine reads and understands a wide range of documents from operational DDQs and PPMs to financial statements and ESG reports, and can automatically answer complex questions in DDQs, RFIs, and RFPs and extract key datapoints. It empowers both allocators and asset managers to work smarter, faster, and with more confidence.
Key Features:
- AI-Powered Generation: Produces context-aware responses by extracting insights from multiple fund documents, helping streamline decision-making.
- DDQ/RFP Automation: Quickly generates accurate responses to investor questionnaires using standardized DDQs such as ILPA and AIMA, as well as internal fund reference materials.
- SmartTemplate Assistant: Provides AI-integrated templates for document types such as side letters, PPMs, assurance reports, and audited financials to support efficient fund reviews.
- Data Extraction: Automatically identifies and structures key data points with a confidence score and source attribution, reducing manual review effort
- Advanced Analytics and Reporting: Visualizes trends and benchmarks based on extracted data.
Why It Matters:
- Fewer Errors, More Trust: AI reduces copy-paste mistakes and tracks every answer back to its original source.
- Time Back to Think: On average, the engine reduces review and response time by over 70 percent.
- Elevate Your Expertise: Let your team focus on strategy, relationships, and investment outcomes away from document grunt work.
- Better Communication: Structured data and consistent language help you deliver clearer, faster responses to investors and other stakeholders.
The Document Intelligence Engine is now available as part of DV Assist, DiligenceVault’s AI innovation suite. It’s part of our broader mission to modernize the diligence process and support the people who keep capital flowing, decisions sound, and relationships strong.
About DiligenceVault:
DiligenceVault is a modern digital diligence platform used by asset owners, consultants, and asset managers to streamline manager research, due diligence, and reporting workflows. Backed by Goldman Sachs and trusted by over 70,000 users globally, the platform combines automation, collaboration, and AI tools like DV Assist to help investment teams make smarter, faster decisions.