Automate the distribution of digitized customizable DDQs, as well as the analysis and comparison of responses, while providing traceability and real-time information sharing.
Centralize collected information related to fund managers and their strategies. Structure research, documents and data. Keep track of all tasks and interactions.
Manage the qualitative and/or operational side of due diligence. Review and rate external managers based on custom criteria. Track findings and identify risks.
Build customizable workflows to manage different due diligence processes, stages and related activities.
Set-up workflows, assign tasks, monitor activities and set deadlines. Retrieve information quickly and easily for effective collaboration between team members