Investor Relations / RFP Teams

Investor relations and RFP teams need modern platforms that combine offline and digital diligence requests. 

DiligenceVault provides a digital solution that can translate into a competitive advantage.​

DIGITAL DILIGENCEDigital Portal Experience

DigitalDiligence is a core module that makes it easy for you to respond to a variety of investor requests for FREE.

  • Track progress on a centralized platform to deliver responsiveness
  • Avoid avoidable and costly errors when responding to repeat requests or similar questionnaires, and eliminate errors that come from manual processes
  • Establish an institutional review process to ensure excellence
  • Enable transparency for the entire team on a centralized platform
PREMIUM FUNCTIONALITYAutomate Offline Requests

Experience the premium module that enables you to automate all investor data and diligence requests.

  • Eliminate the need for copy and paste from multiple data sources by centralizing your content
  • Overlay collaborative review process in generating opinions and recommendations for all requests
  • Create tearsheets from all your content in a few clicks in your brand
COMPLETE EXPERIENCEDatabase and Regulatory Form Management

Reuse centralized content across multiple use cases within the firm to manage conflicts in all external submissions:

  • Deliver shared access to firm-wide data for product management
  • Collaborate with compliance and legal teams to regulatory compliance
  • Prepare content efficiently for investment databases such as Mercer, eVestment, Callan, and many more.
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Case Study: Accelerating Investor Relations

Scenario

An asset manager has received customized information requests in Word and Excel for its current fundraising mandate from multiple consultants, end investors as well as a bank platform.

Current Process Using DiligenceVault

  • 1Upload all investor requests
  • 2Auto-fill responses and review outliers
  • 3Track and view responses as they get approved internally
  • 4Share results with investors, and monitor engagement

5

Manager Hours

8

Investor Hours

Frustration Meter

Aggravated

Want to see how it could work for you?

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