How do your funds, managers and GPs measure up?
Use Diligend to ask managers and GPs about their operations, funds, ESG activities and more.
Analyze the results in charts, graphs or tables, for easy comparison.
Identify risks more easily.
Create stakeholder reports in minutes.
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Identify risks across your investment portfolio and manager universe
Measure and benchmark ESG and diversity metrics.
Automate manager and GP monitoring, for compliance and risk management purposes.
Diligend is packed with useful tools
APIs and Integration
No more flicking between platforms. Allow your systems to talk to each other with custom APIs.
Fund, Manager and GP Data Tracking
Set up pre-defined flags and alerts to track risks within funds, GPs or managers.
GP and Manager Portal
GPs and managers can respond quickly and easily to your data requests in a web-based portal. We make it easy for them to pre-fill from previous answers or drag and drop where required.
CRM and Document Management
Outlook and SharePoint integrations let you track and manage contacts, emails and shared documents. Enrich your research and diligence data for a holistic view.
Workflows and Collaboration Tools
Build digital workflows and approvals processes that match the way your business works. Allocate tasks, track activities and progress. And see a full audit trail.
Review and Risk Management
Review managers and funds in a fully customizable review module.
Automated Scoring and Comparison
See how your portfolio looks at a glance, with customizable, automated scoring and comparison features.
Analytics and Reporting
Create branded reports in minutes. Linked directly to your CRM or database.
One platform, many use cases
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ESG and DEI Data Collection
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Monitoring
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Document Management
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Email Storage
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Data Aggregation
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Meeting Oversight
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Reporting
Visualize your portfolio's ESG and diversity position
ESG and Diversity, Equality and Inclusivity issues are at the top of the agenda for policyholders and regulators. Collect any data point using the Diligend questionnaire builder, analyze and display in a custom dashboard. Or use industry standard templates like the ILPA DDQ which includes diversity metrics from the PRI.
Gain complete and continual visibility into your portfolio
Regular, consistent monitoring of funds, GPs and managers is time consuming and repetitive.
Diligend automates the monitoring process and allows you to scale operations effortlessly. Document scraping, auto comparisons, smart matching and custom workflows cut admin time in half and provide full visibility across portfolios.
Identify gaps, centralize and standardize your research documents
Empower your portfolio managers and analysts with highly organized research documentation. Bring order and efficiency with a digital solution that flexes to fit your specific workflows.
Store and search emails with ease
Capitalize on the rich data stored in emails by tagging certain words, names or phrases and automatically copying to manager, GP or fund files.
Seamlessly import documents from other systems and data rooms using robust APIs
Diligend works in harmony with standard workflows and practices. Robust, secure APIs allow integration with other platforms and data rooms, allowing you to ingest data from multiple sources to view and analyze in the Diligend Collect platform.
Maintain oversight of board and advisory meetings
Schedule meetings, pull board reports together with a few clicks and visualize investment data using custom charts and graphs.
Speedy Reporting
Generate reports with a few clicks. Share your ESG scores, based on data points you have collected directly from managers and GPs. Prepare for manager monitoring meetings, with the latest DDQ responses, showing risks and flags. Assist compliance teams with time stamped data on products, managers, pay, regulatory action, gender diversity or any data point you choose.
Digitizing your due diligence process
Step by step guide to transforming the due diligence process
Get a clear picture of your managers, GPs and funds