Ensure Regulatory Compliance and Growth With a Robust ManCo Diligence
Data Collection
Digitize Your ManCo Delegate DDQs and Checklists
DiligenceVault technology is a powerful, yet flexible module that helps you transition from Excel and Word based ManCo delegate diligence process to a modern, efficient and scalable framework.
- Easily build jurisdiction-specific questionnaires, including baseline of industry DDQs.
- Integrate requirements from CP86 and Circular CSSF 18/698 in your questionnaires
- Maintain ownership and audit trail of all changes, submissions and documentation
- Enable transparency for the entire team on a centralized platform
Workflow
Identify Risks, Track Remediation
Establish review framework, as well as risk identification protocols.
- Associate automated flags and scores for delegate responses in your DDQs, or let AI agent flag risks
- Leverage collaboration features to get the right responses and clarifications from delegates
- Manage your internal review process to ensure control and audit trail
Network Intelligence
Automate Reporting Needs
Presentation is an advanced module that enables you to automate the generation of Board presentations, delegate factsheets, and exception reports.
- Let AI generate first drafts and eliminate the need for copy and paste from multiple data sources
- Overlay collaborative review process in generating opinions and recommendations
- Create presentations from all your research data in a few clicks in your brand
- Enable transparency for the entire team on a centralized platform
Related Insights
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.