Blaze aims to standardize and streamline the response process for common diligence questions. This FAQ outlines the interface, functionality, and requirements for managing data and sharing it with investors efficiently.
The primary user goals of Blaze are to help you quickly and consistently manage Assets Under Management (AUM) and Track Record data, while also providing investors with reliable, real-time, read-only access to diligence information. By reducing operational friction across both sides of the diligence process, the platform seeks to improve the overall experience for all stakeholders involved. Blaze is designed to enhance data consistency, increase transparency, and boost investor satisfaction.
By providing the responses to the Blaze profile questions, these data points will be shared with all relevant investors on the platform, eliminating the need to respond to multiple ad-hoc questionnaires from each individual investor.
Note: The initial set of questions will focus specifically on AUM and track record data, and additional questions and data points will be added in the near future.
Create and manage Blaze profiles:
- Navigate to the relevant firm and entity profiles under the Manage > My Firm/Products/Vehicle/Strategy sections
- Open the entity profile
- Under the Monitor tab, hit the Blaze Profile button in the upper right. This will create a new Blaze profile, or open the existing Blaze profile for that entity.
- Enter the responses to the questions within the Blaze profile
- Data can be entered manually using the Edit Values button under each question, or can be uploaded using excel from either the Add/Upload AUM/Track Record button, or from the Bulk Update button at the top right.
- The Bulk Update option will download an excel form that you can use to enter the data and upload back into DiligenceVault.
- Once the data has been entered, it can be published using the Publish All button in the upper right, or the Publish Response button in the bottom right of each individual question.
- Once the responses have been published they will be visible to all investors on the platform who are utilizing the Blaze functionality.
Monitor Investor Access:
- From the Investor Access tab, you can monitor which investors have access to and have viewed your Blaze profile responses.
- Details include the investor name, number of views, date the responses last viewed, last published date, last published by, first shared date, and first shared user.
Revisions & History:
- You can monitor all revisions made to the Blaze profile responses from the Revisions & History tab.
- Any additions made to the response will appear in green, and any removals will appear in red, and changes will appear in yellow.