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Investment Due Diligence

One centralized platform for all your due diligence needs. From Investment Due Diligence to Operational Due Diligence and beyond, manage your entire lifecycle efficiently and get the insights you need.

Streamline operations

Through automated workflows, collaboration and automated report generation in a centralized single source of truth platform

Improve quality and reduce risk

Scale due diligence to more investment strategies, fund, and managers; improve response rates and auto-score to prioritize your time on what matters most

Unlock insights through powerful analytics

Uncover risk areas with dynamic dashboards detailing question, manager, and portfolio benchmarking; trends, analytics, and executive reporting

Automate manual processes, customize workflows, and improve internal & external collaboration

  • Create due diligence questionnaires from scratch, select from a question bank, use best practice templates or import your own
  • Automate scoring so you can spend more time analyzing portfolio insights
  • Improve current processes with fully customizable workflows to match your needs
  • Assign sections or specific questions to team members or groups, and leverage a full audit trail
Automate manual processes, customize workflows, and improve internal & external collaboration

Benefit from deep analytics and benchmarking capabilities

  • Gain business intelligence functionality and a real-time analytics engine, with a highly detailed data model
  • Unlock deep benchmarking across managers, funds, DDQs, RFPs and more
  • Customizable dashboards provide the granularity and insights you need
  • Multiple grading scales support the analytics needs and KPIs of both operations and investment management teams
Benefit from deep analytics and benchmarking capabilities

Gain a single source of truth for your manager and fund data

  • Store all your data and documents in one place, whether you use our database – or connect your own using our open API structure
  • Monitor risk more efficiently – pre-define findings based on Manager responses, set up alerts, and interact with Managers without leaving the platform
  • A centralized document library with robust search capabilities, including within the document
Gain a single source of truth for your manager and fund data

Ready to get started?

Resources

WHITEPAPER - Automation: How to Scale Due Diligence and Reduce Risk

This whitepaper analyzes how workflow automation bypasses the traditional requirements of legacy on-site due diligence initiatives and empowers enterprise business efficiency.

Thought Leadership

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Operational Risk Management for Investments: A Guide

Learn how this guide unpacks the critical operational risks in the financial services industry and the role of ODD in ORM.

Thought Leadership

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The Future of Operational Due Diligence (ODD) Automation: A Framework For the Next Gen Platform

Are you in the performing operational due diligence, or facing challenges with your ODD operations? Here are some keys to understanding and updating the process.

Blog post

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More resources