INVESTMENT DUE DILIGENCE

Aid investment decision making and monitor investment performance

Track fund data throughout its lifecycle with Diligend's digital investment due diligence platform

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MONITOR INVESTMENTS PRE AND POST INVESTMENT

One platform for Investment Due Diligence and Operational Due Diligence

No more moving between systems to monitor investment performance. Diligend enables digital investment and operational due diligence in the same platform.

DDQ Engine

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

Fund Data Tracking

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

Workflows and Collaboration

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

Enrich your data with Outlook and SharePoint integrations to track contacts, emails and shared documents.

INSIGHTS

Performing due diligence on alternative investment funds

Tips on adapting your due diligence approach when assessing alternative investment funds.

READ BLOG

5 Reasons Why Liquidity Is a Top Priority When Assessing Funds

liquidity becomes crucial in more volatile climates, when even assets that are considered safe and conservative, like short-term fixed income, can become difficult to trade.

READ BLOG
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Diligend Collect

Allocators

Streamline the data gathering and analysis process and make more informed choices


  • Icons (2) Digitized DDQ Engine
  • Icons (2) Fund and Manager Tracking
  • Icons (2) Workflow and Collaboration Tools
  • Icons (2) Review and Risk Management
  • Icons (2) Automated Scoring and Comparison
  • Icons (2) Analytics and Reporting
  • Icons (2) Research and Document Management
  • Icons (2) CRM Capabilities
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Diligend Collect +

Consultants

Contact us to discuss your exact requirements

Diligend is flexible enough to meet the varied needs of consultants


  • Every feature in DIligend Collect, plus
  • Icons (2) Dedicated Client Portal
  • Icons (2) Private Cloud Hosting
  • Icons (2) White Labelling
  • Icons (2) Advanced Custom Reporting

Get full visibility of your investments