Case Study: Manager Research | Operational Due Diligence


A global Due Diligence team has revamped their manager research process, due to the current circumstances, incorporating a bespoke DDQ process, a video conference schedule, and quarterly document collection process on their implemented funds

Current Process Using DiligenceVault

  • 1Choose digital DDQ/RFP or data request
  • 2Select tagged asset managers in 1-click
  • 3Track and review DDQ/RFP responses as they are populated
  • 4Receive more responses, faster from asset managers
  • 5Provide a best-in-class experience for your asset managers


Manager Hours


Investor Hours

Frustration Meter


Digitized Due Diligence, Not Just Documents

  • Structure your data with Digital DDQs, RFPs, RFIs, Surveys

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

  • Centralize your Manager Research and Due Diligence

    Transform information traditionally stored in shared drives and emails, into actionable insights. Easily benchmark data across peers and over time for information across investment, operational, ESG, compliance and tax due diligence

  • Build your repository of normalized data

    Create a repository of clean, usable data for your traditional, private markets and hedge fund investment portfolios; and fund, managed account and co-investment structures


Leverage Technology, Increase Productivity

  • Collaborate internally and externally

    Bridge information gaps by leveraging common workflows, diligence reviews, real-time Q&A followups, status tracking and smart alerts

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

    Free up your investment analysts, portfolio managers, ODD teams, 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


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


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


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