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  1. DiligenceVault User Manual
  2. Get Started Guide

Get Started Guide

DiligenceVault centralizes content, data, documents and workflows to create a responsive and institutional client service outcome

Get Started Guide for Requestors

  • Log in to DiligenceVault
  • Invite team members
  • Find manager's completed projects
  • Entities within DiligenceVault
  • All modules description
  • Diligence module
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Get Started Guide for Responders

  • Log in to DiligenceVault
  • Invite team members / Request for an account creation
  • User Roles and their Permission Accesses
  • Assign Internal Contacts on a Strategy, Product or Firm Level
  • Use “Auto-fill” feature to recall the latest responses
  • Find investor’s information or diligence request
See all 10 articles

Tips for Responders

  • Invite unlimited team members to use DiligenceVault platform, for free!
  • Become a pro in using DiligenceVault!
  • Personalize your firm's instance of DiligenceVault
  • Subscribe a user to a project
  • See all investor requests
About DiligenceVault

DiligenceVault is a secure digital diligence platform - built with an industry ecosystem in mind. Today, over 21,000 users leverage the platform in digitalizing the way they manage their due diligences. Founded in 2014, DiligenceVault is backed by Goldman Sachs, and delivers a global support promise with teams in New York, London, Singapore, and India.

Platform
  • Overview
  • Industry DDQs
  • Integrations
  • Security
  • Pricing & POC
  • Client Success
Solutions
  • ESG / Impact Diligence
  • Manager Research
  • ODD
  • Database / FAQ Management
  • RFP Management
  • Regulatory Form Filing
Resources
  • Blogs
  • Case studies
  • News
  • Webinar
Company
  • Vision
  • Awards
  • Team
  • Careers
  • Locations
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