DiligenceVault is a modular platform and as an asset manager you have access to the following modules:
Content Database
An integrated platform for data, documents, and Q&A eliminates unnecessary and manually intensive copy and paste redundancies. A single solution reduces errors in managing multiple systems, and strengthens institutional memory.
Document Repository
Document repository with reviews and version tracking
Notes, tasks and workflows around documents
Advanced content search within documents
Collaborative Workflows
Easy collaboration between teams improves output. Workflow automation adds efficiencies and transparency in the investor relations process for management and compliance purposes. The platform provides a time-stamped audit trail of all activity for easier tracking
Report Generation
Design unique templates for investor data requests
Enter data once, and create standardized reports for each reporting period
Analytics & Insights
On-platform document, diligence and profile sharing with your investors
Powerful insights into client engagement and trends
See below for how information is stored in DiligenceVault:
- Firms
Investors/Allocators & Asset Managers are two types of users/firms that access the DiligenceVault platform. Investors typically use DiligenceVault to conduct due diligence on asset managers, while asset managers typically use DiligenceVault to respond to investors’ diligence requests or to share their periodic updates. - Contacts
- Products - Products in DiligenceVault are funds that you either manage as an asset manager or that you perform diligence on as an investor.
- Diligences - The platform has the flexibility to accommodate multiple types of requests and projects including RFI/RFP, DDQ, ad-hoc requests, document requests, and a variety of other quantitative and qualitative requests. The platform is used for both prospective and existing relationships. To keep it simple, we will refer to these requests as “diligences.”
- Tasks, Workflows, Comments
First things first: invite your colleagues to join you on the platform!