AI Blog

DD360

The Diligence Platform for the Investment Management Industry
DD360
Built for asset owners, allocators, and consultants, CENTRL’s DD360 transforms due diligence with automation, AI, and intelligent research. The platform centralizes all activity, data, and collaboration in one secure space, whether evaluating managers or service providers. With AI-powered analysis, teams can quickly uncover risks, insights, and answers across DDQs, reports, and documents to drive faster, smarter investment decisions.

AI Reporting - Executive-Ready Reports in Minutes

  • Configurable AI Report Builder: Create custom executive or client reports step-by-step.

  • Data Flexibility: Pull insights from multiple managers, assessments, or uploads.

  • Prebuilt Report Templates: Start instantly with ready-to-use or customizable templates.

  • Board-Ready Outputs: Generate polished PDF, Word, or PowerPoint reports instantly.

AI Research Assistant - Instant Answers, Deeper Insights

  • Search: Ask natural language questions and get contextual answers.

  • Comprehensive Data Scope: Use manager data across multiple sources like DDQs, documents, notes, and analyses.

  • Follow-Up Capabilities: Refine and deepen research through iterative conversations.

  • Scales with Your Data: Expands as your data grows, delivering consistent, accurate insights.

AI Smart Evaluation - Automated Review and Risk Detection

  • Risk Flagging: Automatically highlight high-risk responses and along with a rationale.

  • Attachment & Text Analysis: Evaluate documents, answers and comments in responses against defined criteria.

  • Auto Populate: Auto-populate questionnaires from manager documents with transparent source references.

  • Focus on What Matters: Free analysts to prioritize high-impact issues.

Analytics and Reporting that Drive Better Decisions

Gain real-time visibility across all your diligence data.

  • Dynamic Dashboards: Monitor progress, risks, and KPIs at the Manager, Fund, or Strategy level.

  • Benchmarking: Compare performance and risk across managers or over time.

  • Instant Reports: Export results to DOCX, PDF, or PPTX with one click.

Digitize, Automate, and Streamline Your Diligence Process

Transform your due diligence lifecycle with automation and smart workflows.

  • Build or Upload DDQs: Use industry templates (AIMA, ILPA) or upload your own in PDF, Word, or Excel.

  • Automate Scoring & Workflows: Customize rules, reminders, and task delegation to save time and ensure consistency.

  • Pre-Populate Responses: Reuse past answers to accelerate completion and improve accuracy.

  • Collaborate Effortlessly: Assign sections, tag teammates, and track every action with a full audit trail.

  • Seamless Integrations: Connect existing systems easily with CENTRL’s Open APIs.

Centralized Manager and Fund Data

Keep all your investment data organized and accessible in one place.

  • 360° Visibility: Drill down by Manager, Fund, or Strategy for a complete view of operations.

  • Track History: Store all reports, questionnaires, and documents in a searchable, secure repository.

  • Instant Reports: Maintain an audit trail of all changes, updates, and interactions.

  • Easy Access: Quickly find the data you need with robust search and filtering capabilities.

Collaborate Seamlessly with Managers and Partners

CENTRL simplifies communication between allocators, managers, and third parties.

  • Manager Portal: Give managers a single place to view, respond to, and delegate DDQs.

  • Real-Time Collaboration: Exchange clarifications and updates directly within the platform.

  • Audit-Ready Recordkeeping: Track every interaction for transparency and compliance.

  • Higher Manager Adoption: Intuitive interface and reusability of past responses reduce friction and response time.

Track and Resolve Issues with Confidence

Stay on top of findings and ensure timely remediation.

  • Automatic Issue Detection: Surface issues and findings with severity and status indicators.

  • Collaborative Resolution: Assign action plans, comment, and track progress in real time.

  • Complete Oversight: Maintain full visibility with audit trails and progress dashboards.

Resources

CENTRL Announces New AI-Powered Reporting & Research Assistant To Provide Greater Insights For Better Decision Making

CENTRL Announces New AI-Powered Reporting & Research Assistant To Provide Greater Insights For Better Decision Making

CENTRL launched its new AI-powered Guided Report Builder and Interactive Research Assistant, designed to transform due diligence data into actionable intelligence for faster, more informed decision-making. The release enables firms to uncover trends, detect anomalies, compare managers, and generate board-ready reports and executive summaries with ease. By centralizing data and delivering real-time insights, CENTRL equips investment, risk, and compliance teams to collaborate more effectively, scale efficiently, and enhance oversight.
Sep 9, 2025
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2 min read
The Future of DDQ/RFP Responses in Asset Management: Why Change is Inevitable

The Future of DDQ/RFP Responses in Asset Management: Why Change is Inevitable

The rising complexity of DDQs and RFPs has exposed the limits of outdated, manual response processes and generic drafting tools. Asset managers face three persistent challenges—keeping answer libraries current, digitizing non-standard questionnaires, and ensuring compliance-approved, consistent responses. To overcome these bottlenecks, the next generation of platforms must deliver agentic, domain-trained intelligence with dynamic content libraries, advanced ingestion tools, and compliance-first workflows, transforming diligence into a competitive advantage rather than a burden.
David Paolisso, Director of Sales
Sep 8, 2025
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5 min read