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 This platform solves the outdated manual data collection process that traditionally relied heavily on paper documents, spreadsheets, email threads, and repetitive requests.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

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
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

-


0-10


-


2017


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


Switzerland


Zurich


  • Germany
  • Liechtenstein
  • Switzerland
  • United Kingdom
  • Austria


-


$30M

Client
Focus

Investors/Allocators

Serves also

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

Number

> 50


Single family offices


  • Multi family offices
  • Financial advisors
  • UHNWIs


-

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


  • 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
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 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


-


No

Simple solutions for complex times.