When an investor sends you an RFP/RFI or a due diligence request, there are two ways to access the request you’ve received:
Option 1: Access via My Work
From the left-hand navigation menu, click "Home" > "My Work".
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Here, you can view:
Total Projects
Pending Projects
Projects Due in 7 Days
Overdue Projects
This dashboard provides a quick overview of all assigned and active requests.
Option 2: Access via Diligence > Projects
- Navigate to Diligence > Projects > In-Progress tab to view all active investor requests.
Please refer to the video below for a more detailed overview:
If you have any questions, feel free to reach out to ask@diligencevault.com