What Is DiligenceVault?
DiligenceVault is a purpose-built platform for investment due diligence. It connects asset allocators and asset managers on a single network to collect, manage, analyze, and act on diligence data throughout the full diligence lifecycle. Founded in 2014 and headquartered in New York, DiligenceVault replaces the fragmented, manual approach of running due diligence through email, Word documents, and spreadsheets with a structured, AI-enabled digital workflow. The platform operates the industry's largest structured diligence data network, with over 20,000 asset managers responding to due diligence questionnaires (DDQs) and sharing profile data directly with allocators. It serves over 100,000 platform users across 150 countries and is trusted by more than 250 client teams at allocators, asset managers, management companies (ManCos), and fund service providers.
Who Is DiligenceVault Built For?
DiligenceVault serves two primary groups of users, along with the broader ecosystem around them.
Asset Allocators (Requestors / Investors)
Allocators use DiligenceVault to send DDQs, collect documents, monitor managers, and generate investment committee (IC) memos. The platform is designed for teams involved in manager research, operational due diligence (ODD), compliance, ESG evaluation, and regulatory monitoring. Allocator types that use DiligenceVault include:
- Asset consultants and OCIOs
- Banks
- Diligence consultants
- Endowments and foundations
- Family offices
- Fund of funds and multi-manager platforms
- Insurance companies
- ManCos
- Pension plans
- Recordkeepers
- RIAs and wealth platforms
- Sovereign wealth funds
Asset Managers (Responders)
Asset managers use DiligenceVault to respond to incoming DDQs and RFPs from allocators. The platform provides a centralized content library, AI-powered autofill, and collaboration tools so investor relations (IR) and RFP teams can complete questionnaires faster and more consistently. Asset manager types that use DiligenceVault include:
- Alternative asset managers
- Private market general partners (GPs)
- Traditional asset managers
What Problem Does DiligenceVault Solve?
Due diligence in the investment management industry has traditionally been a manual, document-heavy process. Allocators send questionnaires via email, managers respond in Word or Excel, and the back-and-forth creates version confusion, delays, and inconsistency. DiligenceVault addresses this by providing a single platform where:
- Allocators can collect, structure, and analyze diligence data from managers in one place
- Asset managers can maintain a single content library and respond to all incoming requests from that library, instead of starting from scratch each time
- Both sides benefit from structured collaboration with tracking and an audit trail of each interaction This approach reduces diligence cycle time by up to 60% from initial request to final decision.
How Does DiligenceVault Support Allocators and Asset Managers?
DiligenceVault for Allocators
The allocator-facing experience provides tools for the entire diligence lifecycle, from manager sourcing through to IC memo generation. Key capabilities include:
- Data collection to gather DDQs, documents, and Blaze profile data from 20,000+ managers across traditional, alternative, and private market strategies
- AI-powered diligence that extracts data from fund documents, generates first-draft IC memos, and surfaces risk signals, with analyst review and approval at every step
- Regulatory intelligence with real-time Form ADV monitoring, structured advisor profiles, ownership and disclosure alerts, and AI-analyzed Part II brochure change tracking
DiligenceVault for Asset Managers
The asset manager-facing experience equips IR and RFP teams with the tools to manage growing DDQ volume without increasing headcount. Key capabilities include:
- Institutional knowledge bank that serves as a central content library for all Q&A, documents, Blaze profiles, and performance data, all organized, versioned, and tracked for expiry
- AI-powered DDQ and RFP responses where AI generates calibrated first drafts across custom DDQs and industry-standard formats (ILPA, AIMA, INREV, and others) from the firm's knowledge bank
- Compliance and collaboration tools to assign sections to subject matter experts (SMEs), track progress, capture compliance sign-off, and maintain a full audit trail before any deliverable is sent
What Platform Features Are Available?
DiligenceVault includes a broad set of tools for both allocators and managers:
- AI Autofill generates first drafts of RFPs, DDQs, and other deliverables by drawing from the firm's content library, past responses, and fund documents
- Analytics dashboards for monitoring project management, team activity, deliverable progress, and response quality
- Collaboration and review workflow tools that enable internal teams and external consultants to work together with full tracking and an audit trail
- Content library as a central repository of all Q&A, documents, AUM, and performance data, organized across firm, strategy, and product hierarchies
- Data and document collection to systematically collect data from managers using custom or industry templates, replacing email chains
- DDQ and reporting templates with a no-code template builder for creating custom data collection, DDQ, inbound pitch, and reporting templates
- Document repository that is organized, version-controlled, and automatically tagged for all diligence documents
- Exports of completed RFPs and DDQs in their original format or as branded documents
- Firm and fund profiles as live profiles of every firm, strategy, fund, and vehicle linked with DDQ data, ADV filings, notes, and documents
- Portfolio analytics for side-by-side, peer, and time-series analyses across firms and funds
- Report generation for investment committee memos, tearsheets, and manager summaries powered by AI, in the firm's branded format
- SME collaboration and approval to assign specific questions, track progress, and capture approvals from subject matter experts
- User and security management with role-based access controls, permission segmentation by role or team, and compliance with organizational data policies
- Workflow automation for multi-step review and approval workflows with clear ownership at every stage
What Industry DDQ Standards Are Supported?
DiligenceVault includes pre-built digital versions of every major asset class questionnaire standard. These are ready to deploy immediately and can be customized to fit each firm's process. Supported standards include AIMA, ILPA, INREV, PRI, ICI, and over 20 other DDQ formats. Both allocators and managers can work with these directly on the platform.
What Is DV Assist?
DV Assist is DiligenceVault's embedded AI capability, built specifically for investment diligence workflows. It is not a standalone chatbot or general-purpose AI tool. DV Assist is integrated directly into platform workflows so that every AI-assisted output is reviewable, editable, and approved by the user's team before it is used.
For Asset Managers
- Autofill RFPs and DDQs up to 60% faster
- Draft consistent, high-quality investor letters grounded in firm-approved disclosures
- Flag inconsistencies, outdated language, and potential compliance risk using an AI review agent
For Allocators
- Extract structured data from PPMs, LPAs, offering documents, side letters, ESG policies, sustainability reports, and other fund documents
- Generate first drafts of one-page executive summaries or full 30 to 50 page investment memos grounded in extracted data, with collaborative review workflows
- Surface inconsistencies, missing disclosures, and risk indicators for focused analyst review
How DV Assist Differs from General AI Tools
DV Assist is purpose-built for investment and due diligence workflows, not general conversation or productivity tasks. It uses a proprietary AI architecture to ensure outputs are based only on approved source documents. Insights are traceable to underlying data, uncertainty is flagged rather than guessed, and users validate all outputs before they are used. Source citations, version history, and approval trails are native to the system.
How Does DiligenceVault Handle Security and Data Privacy?
DiligenceVault holds the following certifications and compliance standards:
- SOC 2 Type II for stringent security measures and sensitive data protection
- ISO 27001 for information security management
- GDPR compliance with data portability and management tools
- Data Privacy Framework (DPF) certification for global privacy standards
- TX-RAMP (Texas Risk and Authorization Management Program) certification
Key Security Measures
- Data is encrypted in transit using TLS 1.2 and 1.3, and encrypted at rest using AES 256-bit
- The platform runs on Microsoft Azure's multi-region cloud infrastructure with built-in redundancy
- DiligenceVault commits to 99.9% uptime through its Service Level Agreement
- Regular external penetration tests are conducted by independent third-party security firms
- A dedicated cybersecurity team manages and strengthens the security program
Data Ownership and Privacy
- Data and documents added to the platform are owned by DiligenceVault clients and the users who enter the data
- DiligenceVault does not sell, share, or monetize customer data, even in anonymized or aggregated form
- Client data is never used to train shared AI models
- Data submitted on the platform is only visible to members of the user's firm (subject to internal permissions) and firms with which the data has been explicitly shared
How Do I Access DiligenceVault?
DiligenceVault is available as a SaaS platform accessible through a web-based interface, application programming interfaces (APIs), and extensions. It is not available as an on-premises installation or a white-labeled solution. The single-instance approach ensures that all users operate within a connected diligence network, eliminating the duplication and friction of responding to multiple portals. To log in, visit app.diligencevault.com.
How Do I Get Started or Request a Demo?
To see DiligenceVault in action, you can request a 30-minute product demo. A product specialist will walk through the workflows most relevant to your team, whether you are an allocator, OCIO, fund manager, or fund service provider. To request a demo or get in touch, visit diligencevault.com/contact-us or email ask@diligencevault.com. DV Assist also offers a free trial that allows teams to experience AI capabilities directly within their real workflows, with no complex setup required.
Frequently Asked Questions
Q. Is my data visible to other users on the platform?
No. Your submissions are only visible to members of your firm (based on internal permissions) and the specific firms you have shared data with. No other users can see your information.
Q. Can I delete my data from DiligenceVault?
Yes. For data deletion requests, contact ask@diligencevault.com. DiligenceVault will coordinate the deletion in partnership with the client who invited you to the platform.
Q. Does DiligenceVault support Single Sign-On (SSO)?
Yes. DiligenceVault supports SSO integrations via SAML 2.0 and OIDC, along with multi-factor authentication (MFA) and configurable password policies.
Q. Does DiligenceVault support users in the European Union?
Yes. DiligenceVault has clients headquartered in five EU countries, Switzerland, and the UK, and has users across more than 40 EU countries. The platform is GDPR-compliant and maintains a Data Processing Agreement (DPA) and Data Privacy Impact Assessment (DPIA) for customers.
Q. Is DiligenceVault available as a white-labeled solution?
No. DiligenceVault is not available as a white-labeled or on-premises solution. The single-platform approach minimizes the friction of multiple portals, avoids duplication of diligence efforts, and supports efficient data reuse across the network.
Q. How does DV Assist pricing work?
DV Assist uses an outcome-based, credit-based pricing model. AI capabilities are integrated directly into platform workflows, with transparency into how credits are consumed and upfront estimates provided for common use cases.
Q. How does DiligenceVault prevent AI hallucinations?
DV Assist uses a proprietary AI architecture that ensures outputs are based only on approved source documents rather than open-ended prompting. Uncertainty is flagged, insights are traceable to underlying data, and users review and validate all outputs before use.