AI TOOL PROFILE
DiligenceVault Review: Digital Due Diligence Platform
- Finance and Accounting
- Compliance Management
- Asset Management Firms
- Private Equity Firms
- Investment Companies
- Asset Allocators
- Compliance Teams
Pricing
Pricing is usage-based, primarily based on the number of entities diligenced, rather than a per-user license. A managed 2-3 hour proof-of-concept (POC) is available.
At a glance
- Best for
- Asset Management Firms, Private Equity Firms, Investment Companies, Asset Allocators, Compliance Teams
- Key use cases
- Managing Investor Questionnaires, Sub-Advisor Monitoring, ESG Data Collection, Standardizing Fund Data
- Integrations
- Salesforce, Microsoft Dynamics365, Microsoft Office, Microsoft Outlook, Microsoft SharePoint
- Official website
- Visit diligencevault official website
How AI is used
DiligenceVault is a secure platform designed for the asset management industry to handle the due diligence process. It is intended to move the exchange of information from manual spreadsheets and shared folders into a structured digital environment.
The tool is built for asset managers, private equity firms, and asset allocators. It supports various workflows, including operational due diligence (ODD), ESG and DEI data collection, and the management of Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQs).
Beyond content management, the platform provides tools for overseeing sub-advisors and ManCo delegates to help firms demonstrate regulatory oversight. It also includes a data layer called Blaze for sharing standardized fund information across multiple investors.
Buyers should confirm if the usage-based pricing model aligns with their entity volume and whether the managed proof-of-concept (POC) process fits their internal timeline for evaluation.
Key Features
RFP and DDQ Automation
Supports centrally maintaining pre-approved content and automating responses to investor requests.
AI-Generated Responses
Uses natural language processing and AI to suggest responses for custom questionnaires.
Operational Due Diligence (ODD)
Supports the creation of frameworks to identify and monitor operational risks.
ESG and Impact Diligence
Provides capabilities for collecting, organizing, and reporting on ESG and DEI metrics.
Blaze Data Bridge
A reusable data layer for core elements like AUM and track records to support one-to-many distribution.
Subadvisory and ManCo Oversight
Designed to track compliance and perform initial and ongoing diligence of delegates and service providers.
Form ADV Integration
Uses SEC Form ADV filing data to track changes and identify new managers.
Use Cases
Managing Investor Questionnaires
Using a centralized content library to respond to RFPs and DDQs.
Sub-Advisor Monitoring
Collecting data and documents from sub-advisors for annual contract renewals and ongoing oversight.
ESG Data Collection
Gathering and reporting sustainability and DEI metrics from portfolio companies.
Standardizing Fund Data
Maintaining a digital profile of AUM and performance that can be shared across multiple allocators.
Integrations
- Salesforce
- Microsoft Dynamics365
- Microsoft Office
- Microsoft Outlook
- Microsoft SharePoint
- Power BI
- Bipsync
- FactSet
FAQ
What does DiligenceVault do?
- It is a digital platform that helps asset managers and allocators manage the due diligence process, including RFP responses, DDQ management, and operational and ESG monitoring.
How is DiligenceVault priced?
- The platform uses a usage-based pricing model based on the number of entities being diligenced, rather than charging per-user licenses.
Does DiligenceVault use AI?
- Yes, it uses AI and natural language processing to generate suggested responses for custom questionnaires and to help users find relevant content in their library.
Who is the target audience for this software?
- It is designed for asset managers, GPs, asset allocators, and risk and compliance teams within the financial services industry.
Source category: Finance & Accounting
Source subcategory: Compliance Management
More tools in Finance & Accounting
Other published listings in the Finance & Accounting category.
More tools in the Compliance Management software type
Related listings that share the same software type for comparison and shortlisting.
