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
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
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
Ready to get started?
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