Once I input information on DiligenceVault, who can see my data?
- If you are an asset manager, you can see all your responses, and each investor sees responses specific to their request. Your data is not shared with anyone, and also you can track which information was shared with which investor.
- If you are an investor, you can only see information about your portfolio of asset managers that you collect from them. No other investor will have access to this information.
- For both types of users, all your internal notes, revisions, review workflows, reports and dashboard are explicitly only for your firm. No one else can see these.