Institutional AI. Built for Governed Environments.
Embedded directly into diligence - so AI-assisted outputs are reviewable, auditable, and approved before they go anywhere.
AI, Integrated by Design
DV Assist is embedded directly into the platform, not layered on top of it.
What this means in practice
Centralized Prompt Library
Create, govern, and reuse approved prompts consistently across teams and workflows.- Enterprise Connectors
Use content and data from your existing systems to autofill DDQs, review documents, and generate memos. Learn more on our Integrations page. Human-in-the-loop by default
Every AI-assisted output is reviewable, editable, and approved by your team.Explainable and audit-ready
Source citations, version history, and approval trails are native.Built for governance
Your data remains isolated, secure, and under your control.
Faster workflows without compromising trust, oversight, or accountability.
Agentic Workflows
DV Assist 2.0 turns repeatable diligence steps into governed workflows. Define triggers, AI-assisted actions, review steps, and approvals once, then let routine work move forward while your team stays in control.
What this means in practice
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Automate repeatable steps
Initiate review, analysis, or monitoring when a new document, response, or filing arrives. - Apply firm knowledge consistently
Use approved prompts and review criteria from your Prompt Library across every relevant workflow. -
Keep people in control
Build defined review and approval points into each workflow before outputs move forward. -
Generate governed memos
Produce investment memos from manager responses and source documents using your assessment frameworks. -
Monitor and follow up continuously
Surface relevant disclosure changes and initiate follow-up as new information arrives.
Automate the routine. Govern the process. Keep judgment human.
DV Assist For Allocators
DV Assist turns complex diligence processes into faster, structured, decision-ready intelligence.
- Accelerate manager review with the AI Review Agent, surfacing gaps, inconsistencies, and risks requiring follow-up.
- Identify meaningful Form ADV changes with the ADV Brochure Agent, without manual document comparison.
- Turn fund documents into decision-ready insights by extracting key data, risks, and reporting-period trends.
- Generate high-quality executive summaries and investment memos grounded in manager responses and source documents.
Extract. Synthesize. Flag Risk. Decide with Confidence.
DV Assist for Asset Managers
DV Assist helps asset managers respond to growing DDQ, RFP, and investor reporting demands with greater speed and accuracy.
Key use cases
Autofill RFPs and DDQs up to 80% faster using firm-approved content and documents.
Draft consistent, high-quality investor letters grounded in approved disclosures.
Improve response quality with the AI Review Agent, flagging inconsistencies, outdated language, and unsupported claims.
- Reduce compliance risk by reviewing investor communications against firm standards and SEC Marketing Rule requirements.
Respond Faster. Stay Consistent. Reduce Risk.
Learn More About DV Assist - AI Capabilities
A secure and purpose-built AI architecture for both due diligence parties, your AI-powered dream machine for seamless diligence.
DiligenceVault’s GenAI Resources
Frequently Asked Questions
How is DiligenceVault GenAI different from ChatGPT or Microsoft Copilot?
DiligenceVault GenAI is purpose-built for investment and due diligence workflows, not general conversation or productivity tasks. Unlike standalone AI tools, it is integrated with user workflows, with proprietary AI architecture to deliver high quality auditable output.
How does DiligenceVault prevent hallucinations?
DV Assist uses proprietary AI architecture to ensure outputs are based only on approved source documents rather than open-ended prompting. Insights are traceable to underlying data, uncertainty is flagged instead of guessed, and users can review and validate outputs before they are used, making accuracy and transparency core to the system.
What are DiligenceVault’s AI principles?
DiligenceVault’s AI is guided by:
- principles of human-in-the-loop decision-making,
- quality and transparency,
- security-first design, and
- purpose-built application.
The goal is to augment professional judgment, provide explainable insights, and deliver AI that aligns with the expectations of regulated investment environments.
How does pricing work for DV Assist?
DV Assist pricing is outcome based credit-based and designed to be predictable and scalable. AI capabilities are integrated directly into DiligenceVault workflows, with clear transparency into how credits are consumed and upfront estimates provided for common use cases. This allows teams to plan usage confidently and scale adoption in line with their ROI.
How is my data protected when using DV Assist?
DiligenceVault leverages closed-form solutions and segregates client data while applying AI capabilities to ensure the security of user data.
Is there a way to try DV Assist before committing?
Yes. DiligenceVault offers a free DV Assist trial that allows teams to experience AI capabilities directly within their real workflows. The trial is designed to be seamless, with no complex setup, and provides clear visibility into value delivered—helping teams validate impact, build internal alignment, and create a strong business case before rolling out AI more broadly.
Explore other use cases
Investment Compliance and Subadvisor Oversight
Automate attestations, reviews, and risk monitoring to maintain proactive compliance and transparent stakeholder reporting.
Manager Research
Digitize and centralize manager sourcing, evaluation, and monitoring to accelerate investment decisions and streamline IC memo creation.
ManCo Diligence
Build a repeatable, scalable oversight framework for assessing and monitoring delegates and service providers.
Operational Due Diligence
Digitally transform due diligence with automated DDQs, document review, risk analytics, and regulatory data integration for scalable oversight.
Record Keeper Diligence
Streamline recordkeeper oversight with structured data collection, benchmarking, and ongoing monitoring workflows.
Responsible Investing
Collect and track ESG data across your manager universe with standardized frameworks.
AI-Powered RFP/DDQ and Investor Reporting Automation
Auto-draft responses to RFPs and DDQs from your approved content library using DV Assist.
Investor Letters and Database Management
Streamline periodic investor reporting with automated data pulls and templated outputs.
Blaze Data Bridge
Connect and sync data across systems with seamless integrations built for asset management workflows.
Form ADV Filings
Access and analyze Form ADV filings to support manager research and regulatory compliance.
Service Provider Diligence
Build a repeatable, scalable oversight framework for tracking service provider relationships and tri-party confirmations.
Experience DV Assist in your real workflows
No synthetic data. No complex setup. See how AI handles your actual DDQs, documents, and diligence tasks, then decide.