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Diligend

Category
Digital Due Diligence
HQ
United States of America

Diligend provides efficiency, transparency and time saving advanced technology tools to due diligence, screening and monitoring processes across all asset classes, whilst decreasing operational risks. Diligend offers within a single flexible platform, a unique combination of features covering digitized due diligence questionnaires (AIMA, ILPA, UNPRI or propriety templates), research management, CRM, scoring engine, fund assessments, workflows and an external managers data collection portal.

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

2018

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

United States of America

Locations
  • Switzerland
  • United Kingdom
  • United States of America
  • United Arab Emirates
  • Canada
Top 5 Markets
  • Australia
  • Switzerland
  • United Arab Emirates
  • United States
  • United Kingdom
Clients

Facts about the clients

Focus

Financial advisors

Serves also
  • Single family offices
  • Multi family offices
  • Fund managers
  • Banks
Number

> 50

References

Product

Get an overview of what this software does.

The basics

Basics about the product

Main tasks
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting
  • CRM
  • Consolidated Reporting
Top features
  • Due Diligence Questionnaires Engine
  • Research Management CRM
  • Workflows Fund tracking
  • External managers data submission portal
  • Analytics Reporting
Assets supported
  • Equities
  • Fixed Income
  • Hedge Funds
  • Private Equity
  • Real Estate
Whitelabel

Yes

Technology

Look under the hood

Type Of Software

SaaS

Security
  • Encryption
  • Audit trail
  • ISO27001
  • Penetration testing
Integrations
  • Tableau
  • Outlook
  • Excel
Mobile App

Yes

Reporting-specific features

They handle reporting like this

Type of data

Holding level

Accuracy
  • Collect data at source
  • Automatic intelligent comparison tools
  • Analytics
Multi-currency
  • Can set multiple base currencies
  • Based on holding/position data
Pricing & Co

Learn about the commercials

Cost structure
  • Feature based
  • Seat based

Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone, Dedicated contact, In person on site support

Pricing of support

Free support

Onboarding

1 week

Customisation

Most of the features can be customised

Bespoke development

No

Added services

Training, Support

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