DILIGEND FOR UNIVERSITY ENDOWMENT TEAMS

Find your balance

Diligend allows university endowment investment teams to balance the triple challenge of the right investment strategy, spending rules and fundraising.

 

University endowments

Pre-investment due diligence and regular monitoring post-investment

We know you build long-term relationships with managers. We also know that regular monitoring can be repetitive and tedious. That's why our automated toolset does the hard work for you, leaving you to focus on the important things, the changes.

Website Header Banner Image
INSIGHTS

How can university endowment investment teams take portfolio monitoring and governance to the next level?

Can smaller university endowments emulate the Ivy League institutions with forward-thinking technology?

DIGITIZE THE ODD PROCESS

Address traditional due diligence challenges with Diligend digital due diligence platform

Data overload

With a lot of data coming into the ODD team in different formats and from different sources, it can be hard to keep track.

Missing information

Without flagging and alerts, data collection may be incomplete or formatted incorrectly. Important disclosures could be missed.

Time consuming

The DDQ process can be lengthy and complex, multiplied as the number of managers increases.

Data accuracy issues

Manual data collection processes 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 or investigation.

Key person risk

Over time, ODD processes become heavily dependent on specific individuals in the ODD team, which poses a risk of key person dependency.

Complex portfolios

As allocator portfolios become more complex, it becomes harder to initially review and continually monitor managers at an ever increasing pace.

Repetitive tasks

Regular ODD exercises can be repetitive and tedious, with ODD teams scouring and comparing documents for changes.

Diligend was designed to meet the needs of endowment investment teams

Designed and built by investment sector professionals who understand the challenges faced by institutions like yours. Diligend is more than a simple due diligence platform and offers research management, CRM, advanced analytics and risk management tools that will ensure you have the right information to hand, can meet regulatory and ethical requirements and uphold donor obligations.

DDQ Engine

Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Simple, intuitive and customizable.

Fund and Manager Data Tracking

Set up pre-defined flags and alerts to track risks within funds or managers.

Workflows and Collaboration Tools

Fully customizable to match your own processes. Allocate tasks, track activities and progress. And see a full audit trail.

Review and Risk Management

Review only the data you want to see in the fully customizable review module.

Automated Scoring and Comparison

See how the portfolio looks 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.

Manager Portal

The white-labelled manager portal is user friendly and intuitive. Managers can pre-fill from previous answers or drag and drop where required.

CRM and Document Management

Outlook and SharePoint integrations let you track contacts, emails and shared documents. Enrich your data.

FAQ

Need clarification?

What is Diligend?

Diligend is transforming investment management with a powerful cloud-based digital platform that facilitates due diligence and monitoring at scale.

Do you work with university endowment investment teams?

Yes, Diligend has a number of university endowment investment clients. If you'd like to know more get in touch and we can run through the benefits to institutions like yours.

Find out more

Transforming investment management due diligence