Name: DiligenceVault
Price: 20000 USD
Author: DiligenceVault

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Continuous Integration

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Demand Planning

Emissions Management

Knowledge Management

Online Notary

Payment Facilitation

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

App Development

Cloud Storage

Data Center Backup

Data Center Networking

Data Center Outsourcing (Canada)

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Enterprise Printing

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Mobile Data Security

Network Performance Monitoring

Secure Access Control

Service Virtualization

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Creative Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Predictive Sales Analytics

Sales Consulting

Sales Dialer

Sales Incentive Compensation Management

Sales Training

Sales

Virtualization Security

Security

Financial Services CRM

Hospital Management

Medical Office EMR & EHR

Revenue Cycle Management (RCM)

Shipping

eDiscovery

Vertical-Specific

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Document Locator

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DiligenceVault is a secure digital diligence platform designed by DiligenceVault Corp. According to the vendor, the platform aims to streamline and automate due diligence processes, removing dependency on manual and error-prone methods. It caters to companies of all sizes, from small businesses to large enterprises, and is utilized by professionals in various industries such as asset management, investment consulting, wealth management, private equity, and hedge funds.

## Key Features

**Manager Research & Fund Selection**: According to the vendor, DiligenceVault enables users to digitize their manager research process by collecting data directly from external managers. The platform automatically flags risk areas and compliance issues, fostering transparency and collaboration within the team.

**Automate Reporting Needs**: DiligenceVault claims to automate the generation of Investment Committee memos, factsheets, and opinion reports. The platform eliminates manual copy/paste tasks from multiple data sources and allows users to create presentations from their research data with just a few clicks.

**Integrate Regulatory Data Source**: The vendor states that DiligenceVault offers integration with the FormADV regulatory data module. This integration allows users to identify new investment prospects, review inbound managers' profiles, track historical changes, and receive timely email alerts regarding FormADV filing changes.

**Operational Due Diligence**: DiligenceVault provides tools to digitize the operational due diligence framework. Users can collect data and documents from asset managers for initial and ongoing monitoring. The platform automatically highlights risk areas, outliers, and compliance issues, while facilitating transparency and collaboration among team members.

**ESG / Impact Due Diligence**: DiligenceVault offers support for ESG research and monitoring requirements. The platform provides pre-defined industry-standard reporting templates, enabling users to build transparency from external managers and portfolio companies. Diligence frameworks can be analyzed, and manager characteristics can be benchmarked.

**RFP Management**: According to the vendor, DiligenceVault centralizes the management of firm, strategy, and fund Due Diligence Questionnaire (DDQ) content. Users can easily populate consultant and third-party databases, collaborate across the firm to develop database responses, and track response status with an audit trail of approvals.

**ESG and DEI Data Collection and Reporting**: DiligenceVault claims to provide a standards-based approach for ESG data collection. The platform streamlines the submission process for portfolio companies, enhances visibility into data and responses, and creates a scalable framework for capturing key ESG metrics.

**Subadvisory Compliance**: DiligenceVault enables users to digitize sub-advisor due diligence and oversight. The platform facilitates the collection of data and documents from sub-advisors for initial and ongoing monitoring. Users can collaborate with sub-advisors, compliance teams, and external counsel, leveraging integrated risk-based analytics for oversight and governance.

**Inbound Investment Pitches**: DiligenceVault offers features to centralize the management of inbound investment pitches. Users can build a repository of usable, structured pitch data and documents, collaborate with asset managers and subject matter experts, and gain insights and transparency into the pitch review and diligence process.

**Database Reporting**: DiligenceVault allows users to easily populate consultant and other third-party databases. The platform provides a centralized location to store third-party database templates, facilitating collaboration across the firm to develop database responses. This ensures consistency and minimizes errors in database reporting.

Basic

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

RightCapital

ECOS

DiligenceVault

Investment Portfolio Management

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DiligenceVault

Overview

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