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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 This platform solves the outdated manual data collection process that traditionally relied heavily on paper documents, spreadsheets, email threads, and repetitive requests.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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