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DiligenceVault

DiligenceVault

Category
Digital Due Diligence
HQ
United States of America

DiligenceVault is a cloud-based digital due diligence ecosystem that connects investor clients with their asset managers through a secure platform to manage due diligence and information exchange flows. This platform solves the outdated manual data collection process that traditionally relied heavily on paper documents, spreadsheets, email threads, and repetitive requests. We bring transparency, efficiency and time savings to the marketplace by delivering a superior data-driven diligence experience to the investment management industry.

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Company

Facts about the company

Employees

11-50

Founded

2014

Ownership
  • Owned by management
  • Key staff also have ownership
  • External investors
Incorporated

United States

Locations
  • New York
  • London
  • Singapore
Top 5 Markets
  • United States
  • Canada
  • Singapore
  • Australia
  • United Kingdom
Clients

Facts about the clients

Focus

Investors/Allocators

Serves also
  • Single-Family Offices
  • Multi-Family Offices
  • Fund managers
  • Banks
Number

> 50

References

Request References

Product

Get an overview of what this software does.

The basics

Basics about the product

Main tasks
  • Data Aggregation & Management
  • Portfolio Analysis
  • Consolidated Reporting
  • Governance
  • CRM
  • Compliance
  • Portfolio Management
  • Impact/ESG Reporting
  • Risk Management
Top features
  • Questionnaire management
  • Fully Customizable Analytics
  • Reporting
  • Research Management
  • CRM Workflow Automation
  • Secure Information
  • Exchange Centralised Data
  • Storage External Managers Data
  • Submission Portal
  • Regulatory Module / ADV forms
Assets supported
  • Private equity
  • Equity, Fixed Income, Hedge Funds
  • Real Estate
Whitelabel

Yes

Technology

Look under the hood

Type Of Software

SaaS

Security
  • Data Encryption
  • 2-factor authentication & single-sign-on (SSO)
  • Encrypted data in transit and at rest
  • SOC 2ISO27001 Certification
  • Penetration testing
Integrations
  • MS Word
  • MS Excel
  • PDF
Mobile App

No

Reporting-specific features

They handle reporting like this

Type of data

Holding level

Accuracy
  • Collect data at source
  • Automatic intelligent comparison tools
  • Analytics
Pricing & Co

Learn about the commercials

Cost structure

Feature based

Average cost p.a.

Price on Request

Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone, Dedicated contact

Pricing of support

Free support

Onboarding

Under 2 weeks

Customisation

Most of the features can be customised

Bespoke development

No

Added Services

Backloading Data, Digitisation

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Simple solutions for complex times.