Our philosophy is to encourage & support collaboration with all of the modules we offer. If you have any questions about these modules, please reach out to us at email@example.com.
A. Digital Diligence
Digital Diligence module is all about data collection. See more articles here.
- DDQ Customization & Digitization
- Profiles, Pipeline Tracking, Tasks, Ratings, Notes
- Team Collaboration, Workflow Automation
- Comparisons, Heatmaps, Scoring
- PowerBI Dashboards for Enhanced Analysis
B. Review & Report. See more articles here.
- Multiple DDQ Mapping for Data Compilation
- Analysis Templates for Summation
- Reporting Review / Approval Sign-offs
- Populate Custom Factsheets and Reports
- Client-Ready Report Writing
C. Regulatory (Form ADV). See more articles here.
- Platform View and Email Alerts for ADV Changes
- Firm / Fund Profiles
- Fund Ownership and Flags
- ADV Portfolio Extract
- Portfolio / Service Provider Visual Analytics
D. Opportunity Vault. See more articles here.
- Make it Easy for Managers to Submit and Track Pitches
- Simplify Screening Analysis with a Digital Inbound Management Process
- Easily Source, Review and Analyze all New Managers
- Conduct Digital RFP/RFI and Searches