Our September 17 webinar, The Standard Diligence Layer: Blaze & Service Providers, explored how asset managers can simplify recurring reporting and diligence requests by maintaining common information once and sharing it across authorized investor relationships.
Key Takeaways:
- Maintain once, share many times. Keep common information current in one place and share it across authorized investor relationships.
- Blaze Live Profiles help asset managers share information securely. Firms can maintain firm, strategy, and product information once and share it with authorized DiligenceVault clients.
- Service Provider Reporting and Confirmation creates a shared record. Service provider information can be maintained centrally and shared across allocator relationships.
- AI can build on existing information. DV Assist can use existing DDQs and documents to structure information into Blaze, draft responses, show confidence levels, and provide source context for review.
We’ve now made the key takeaways, poll results, Q&A, and session recording available so you can revisit the discussion and explore the questions and perspectives shared during the session.
The next decade of manager research and due diligence will be defined by AI-native workflows. But what does it actually take to architect an AI agent that can extract data, flag risks, generate memos, and improve oversight?
Join the DiligenceVault team for a webinar “How to Build an AI Agent for Due Diligence“.
Key Discussion Highlights:
- Five fund due diligence workflows that are ready for automation
- The core components of an AI diligence agent
- How structured extraction, rule-based logic, and LLM reasoning work together
- What good AI governance looks like, including auditability, versioning, and controls
- A live walkthrough of a due diligence AI agent in action
- How clients combine AI on DiligenceVault with internal or DIY agents
- The most common AI use cases being implemented by clients
Ideal for: research, ODD, ESG, compliance, tax, and legal teams exploring practical, low-risk, high-impact ways to integrate AI into their due diligence process.
Reserve Your Spot Today:
PS: This is currently only open to DiligenceVault users, if you’d like to learn more about our platform or would like to attend future webinars, write to us at marketing@diligencevault.com