Ensure the security of your long term investments
Gain visibility into your investment portfolio with our digital due diligence platform that allows you to perform investment due diligence (IDD).
Use the same platform to perform operational due diligence (ODD) to understand your managers from front to back. Monitor how they operate, who team members are, what the strategy is and how robust the firm is.
Address traditional due diligence challenges
With a lot of data coming into the ODD and research teams in different formats and from different sources, it can be hard to keep track.
Without flagging and alerts, data collection may be incomplete or formatted incorrectly. Important disclosures could be missed.
The due diligence process can be lengthy and complex. As you increase the size of your portfolio and add managers, running more DDQs and monitoring exercises, the process becomes even more complex.
Data accuracy issues
Manual data collection processes using word documents, excel spreadsheets or PDFs may not be as accurate as required.
Maintaining an audit trail
With manual processes, it can be difficult to maintain a clear audit trail that may be needed in the event of a review. You may need to spend hours looking through emails and attachments.
Key person risk
Over time, due diligence processes become heavily dependent on specific individuals in the ODD and research teams, which poses a risk of dependency on one or two team members.
As your portfolio becomes more complex, it becomes harder to initially review, compare and monitor managers quickly.
Regular due diligence exercises can be repetitive and tedious, with ODD and research teams scouring and comparing documents for changes.
Every feature you need to manage your fund and manager data more effectively
Ask the questions you want the answers to. Perform operational, investment or ESG due diligence with our simple, intuitive and customizable DDQ engine.
Set up pre-defined flags and alerts to track risks within managers, funds or other third parties.
Workflows and Collaboration Tools
Allocate tasks, track activities and progress. And see a full audit trail whenver you need to.
Review and Risk Management
Review only the data you want to see in the fully customizable review module.
CRM and Document Management
Enrich your data. Outlook and SharePoint integrations let you track contacts, emails and shared documents.
Automated Scoring and Comparison
Monitor third parties at a glance, with customizable, automated scoring and comparison.
Analytics and Reporting
Fully customized, automatic report creation in any format. Linked directly to your CRM or database.
White-labelled response portal is user friendly and intuitive. Third parties can pre-fill from previous answers or drag and drop where required.
Digitizing the ODD Process
Step by step guide to transforming your ODD process.