Case Study: Portfolio Exposures


Scenario

A dislocation in a legal jurisdiction has caused an institutional investor to investigate its exposure to the jurisdiction within its public and private fund portfolios

Current Process Using DiligenceVault

  • 1Select template (or tailor to meet needs)
  • 2Select tagged managers to receive request (1 click)
  • 3Track and view responses as they are populated
  • 4Explore results in graphs, charts and more

5

Manager Hours

8

Investor Hours

Frustration Meter

Aggravated

Actionable Data, Not Just Documents

  • Create your structured data

    Leverage digital questionnaires including your custom or AIMA, ILPA, UNPRI and AITEC standards to created a structured data source from your investment manager partners

  • Centrally manage your information

    Transform information traditionally stored in shared drives and emails, into actionable insights. Easily benchmark data across peers and over time

  • Easily analyze normalized data

    Across traditional, private markets and hedge fund investment portfolios; and fund, managed account and co-investment structures

process-automation

Leverage Technology, Increase Productivity

  • Collaborate internally and externally

    Bridge information gaps by leveraging common workflows, note taking, real-time Q&A sessions, status tracking and smart alerts

  • Focus on investment success, rather than data entry and storage

    Free up your investment analysts, portfolio managers, and your intellectual capital to focus on investment decisions rather than mundane and time-consuming tasks

  • Track team activity and decision making

    Automate repeatable tasks with auditable workflows. Document all activity while tracking team member engagement, and ensure retention of institutional memory

collaboration

Secure, Scalable & Easy to Integrate

  • Layered security architecture

    Current generation security framework with multiple layers of access and data security as an integral part of the user experience

  • Easy to scale and maintain

    Simplify access and mobility, and scale easily with cloud-based application

  • Built for integration

    Robust and secure public APIs for programmatic access of your data between DiligenceVault and your internal environment

data-security-api

Implementation Services

  • Digital RFP/due diligence

    We help digitize customized diligence templates tailored to the strategy, size and jurisdiction, enabling you to always ask the right questions

  • Platform setup

    We help translate set up your investment universe on DiligenceVault, including your ratings and workflows

  • Migration services

    We help migrate historical data including questionnaires, history packs, and pitch materials for a seamless transition

investor-services

Request a Demo


Please sign up for a demo, and we'll be in touch to get you started