Thoughts on all things due diligence, innovation and investment management

DV - Private Markets Due Diligence for Wealth Management

Private Markets Due Diligence for Wealth Management

In this blog, we share insights into how wealth management firms are building private markets capabilities and what role technology plays in their strategy.

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30 August 2019
Those SaaSsy Fintech Acronyms

Software as a Service (SaaS) is both a revenue model as well as a computing model. Also known as cloud computing, this method of delivering an application was arguably first introduced by Larry Ellison, Zach...

Seeding Managers
30 July 2019
Making of the Entrepreneurial You

DiligenceVault turned five years old this year! It all started with the vision of creating a digitized, quasi-automated and two-sided platform for the investment management industry – a lofty idea given how slow the investment...

29 June 2019
India as An Investment Destination

India remains an attractive investment destination for the right reasons: its growing share of global GDP; the significant amount of investment necessary to support such growth; and its large population and young demographic that remain...

DiligenceVault-ESG-Reports
29 May 2019
DV Looks at ESG

As (one of) the millennial(s) on the team, it is only natural I write an article on Environmental, Social, and Governance (ESG). Also from the perspective of a technology platform digitizing and centralizing manager research,...

AI for digitization
28 April 2019
Delivering on the Promise of AI

AI's potential: Speedier decisions, deeper analytics, and a transformed future through successful AI-driven digitization.

Rethinking Investor Relations Tech
27 March 2019
Rethinking Investor Relations Tech

This roadmap for Investor Relations technology will ultimately assist IR leaders in comprehending the evolving needs of their clients and providing an exceptional client experience.

data disintermediation
21 December 2018
Data Disintermediation: The Gift that Keeps on Giving!

The investment management industry runs on data. Organizations build their businesses around carefully constructed, disciplined processes of collecting and analyzing information that are designed..

When Diligence Goes Digital
29 November 2018
When Diligence Goes Digital

Defining the Digital Diligence Moment: When the investment management industry no longer depends on emails, multiple Word documents, and PDFs to exchange diligence information, and instead asks, “Can you DV it?” i.e. when DiligenceVault becomes...

30 October 2018
Delivering in the Experience Economy

Future economic growth lies in the value of experiences and transformations--good and services are no longer enough. Joseph Pine of Columbia and James Gilmore of UVA argue in HBR article that businesses must orchestrate memorable...