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DiligenceVault

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Last updated on

Company health

Employee growth
8% increase in the last year
Web traffic
93% increase in the last quarter
Financing
May 2019 - $6M

Ratings

G2
4.4/5
(8)
Glassdoor
3.1/5
(5)

DiligenceVault description

DiligenceVault is a digital platform designed for the investment management industry. It helps streamline the due diligence process for investors and fund managers, covering areas like investment research, operational due diligence, and ESG data collection. The platform offers tools for managing DDQs, centralizing investor content, and collaborating with teams. DiligenceVault aims to improve efficiency and transparency in due diligence for a smoother investment experience.

Who is DiligenceVault best for

DiligenceVault streamlines the due diligence process for investment managers. It centralizes investor content, manages DDQs, and facilitates team collaboration. Aimed at firms of all sizes, it's particularly well-suited for larger enterprises and those focused on ESG data collection and reporting.

  • Ideal for medium to large investment firms (100+ employees), especially those with complex due diligence needs.

  • Specifically designed for the financial services industry, including asset management, hedge funds, and institutional investors.

DiligenceVault features

Supported

DiligenceVault provides a digital platform to streamline due diligence, covering investment research, operational due diligence, and ESG data collection.

Supported

DiligenceVault offers tools for managing DDQs, centralizing investor content, and team collaboration.

Supported

The platform centralizes investor content, streamlining communication and document management.

Supported

DiligenceVault facilitates team collaboration on due diligence tasks and projects.

Supported

DiligenceVault supports ESG data collection, tracking, and reporting functionalities.

Supported

The platform streamlines RFP and client reporting processes, including content management and response tracking.

DiligenceVault pricing

See the DiligenceVault pricing page.

DiligenceVault alternatives

  • Logo of Datasite Diligence
    Datasite Diligence
    Secure deal room for M&A due diligence. Streamlines, protects, accelerates.
    Read more
  • Logo of CalibreRMS
    CalibreRMS
    Centralized research management for investment teams. Improves collaboration and insights.
    Read more
  • Logo of Countercyclical
    Countercyclical
    Uncover hidden investment value with in-depth research and collaboration tools.
    Read more
  • Logo of Virtual Vaults
    Virtual Vaults
    Secure deal management platform for due diligence and collaboration.
    Read more
  • Logo of YCharts
    YCharts
    Investment research, portfolio analysis, and market monitoring, simplified.
    Read more
  • Logo of Morningstar Direct
    Morningstar Direct
    Investment research platform for professionals with in-depth data and analytics.
    Read more

DiligenceVault FAQ

  • What is DiligenceVault and what does DiligenceVault do?

    DiligenceVault is a digital diligence platform for investment managers streamlining due diligence, particularly for investment research, operational due diligence, and ESG data collection. It centralizes investor content, manages DDQs, and facilitates team collaboration, improving efficiency and transparency.

  • How does DiligenceVault integrate with other tools?

    DiligenceVault integrates with leading CRM, data providers, and research management systems. This streamlines workflows by centralizing data and facilitating seamless collaboration between platforms. More details on specific integrations are limited.

  • What the main competitors of DiligenceVault?

    Alternatives to DiligenceVault include Datasite Diligence, a secure deal room for M&A due diligence; CalibreRMS, for centralized research management; and Countercyclical, which helps uncover hidden investment value. Other competitors are Virtual Vaults, YCharts, and Morningstar Direct.

  • Is DiligenceVault legit?

    Yes, DiligenceVault is a legitimate platform used by investment management professionals for due diligence and related tasks. It's known for streamlining workflows, improving efficiency, and enhancing transparency in the investment process. DiligenceVault is safe and offers features like DDQ management and ESG data collection.

  • How much does DiligenceVault cost?

    DiligenceVault does not publicly disclose its pricing. Contact DiligenceVault directly to obtain product pricing details. Consider factors like product features and your business needs to assess if the product is worth the investment.

  • Is DiligenceVault customer service good?

    Customer reviews suggest DiligenceVault's customer support is excellent. Users appreciate its robust security, ease of use, and file uploading capabilities, contributing to increased productivity and reduced manual work. However, some users suggest improvements to the user interface.

Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.