DiligentVault vs Diligend Comparison

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DiligenceVault

DiligenceVault

Category
Digital Due Diligence

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 This platform solves the outdated manual data collection process that traditionally relied heavily on paper documents, spreadsheets, email threads, and repetitive requests.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

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diligend, family office software, portfolio management software, consolidated reporting software

Diligend

Category
Digital Due Diligence

Developed in the USA, Diligend offers streamlined due diligence and monitoring processes across all asset classes through digitization and automation. Through their platform, they facilitate time-saving analysis, collaboration and the structuring and centralization of data for investors, consultants and fund managers.

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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

Total AUM

-

Avg. AUM per client

-


11-50


-


2018


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


United States of America


  • Switzerland
  • United Kingdom
  • United States of America
  • United Arab Emirates
  • Canada


  • Australia
  • Switzerland
  • United Arab Emirates
  • United States
  • United Kingdom


-

Client
Focus

Investors/Allocators

Serves also

  • Single-Family Offices
  • Multi-Family Offices
  • Fund managers
  • Banks

Number

> 50


Financial advisors


  • Single family offices
  • Multi family offices
  • Fund managers
  • Banks


> 50

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

Compliance

-

Whitelabel

Yes


  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting
  • CRM
  • Consolidated Reporting


  • Due Diligence Questionnaires Engine
  • Research Management CRM
  • Workflows Fund tracking
  • External managers data submission portal
  • Analytics Reporting


  • Equities
  • Fixed Income
  • Hedge Funds
  • Private Equity
  • Real Estate


-


Yes

Technology
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

Ecosystem

-

Integrations

  • MS Word
  • MS Excel
  • PDF

Mobile App

No


SaaS


  • Encryption
  • Audit trail
  • ISO27001
  • Penetration testing


-


  • Tableau
  • Outlook
  • Excel


Yes

Simple solutions for complex times.