DiligentVault vs Orca 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 This platform solves the outdated manual data collection process that traditionally relied heavily on paper documents, spreadsheets, email threads, and repetitive requests.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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orca, family office software, portfolio management software, consolidated reporting software

Orca

Category
Governance

Developed in Switzerland, Orca offers a modern governance software that provides a secure, intuitive way to store and share sensitive financial information and reporting that facilitates productive discussions on wealth structuring, tax, compliance, succession planning, family reporting and more.

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Company
History

DiligenceVault was founded in 2014 by Monel Amin, who was previously the Head of Liquid Investments, Alternative Assets, and Investment Risks at Citi.

About the owners and the team

Monel Amin, Founder, Chief Executive Officer & Board Member, owns and operates the company.


  • 0–20


–


  • 2017


  • Owned by management
  • Key staff also have ownership
  • External investors (neither clients nor staff)


  • Switzerland


  • Zurich


  • Switzerland
  • United States of America
  • Liechtenstein
  • Germany
  • Hong Kong


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  • According to our high-security standards, ORCA can not access
    and see client data.

Client

  • Single family offices
  • Multi-family offices
  • Trust companies
  • Corporations
  • Investment companies


  • Law firms


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Product

  • Consolidated reporting
  • Compliance
  • Governance
  • Data aggregation


  • Structured charts
  • Automated way of forwarding documents via Email into software
  • Balance sheet in a simple format
  • Collaboration of readers and editors


  • Private equity
  • Bankable assets
  • Real estate
  • Rare collectibles


  • GDPR


  • Yes

Technology

  • SaaS


  • Encryption and decryption (256-bit) of data takes place in cleint’s browser
  • Encryption and decryption (256-bit) of data is only possible with knowledge of password
  • 2FA process


  • Own software ecosystem


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  • No