Protect your members' investments
Spend less time manually performing due diligence on your funds, GPs and managers. Automate your processes and get valuable insights with just a few clicks.
Reduce risks across your investment portfolio
Diligend improves transparency and visibility across the investment portfolio. Measure and benchmark ESG and diversity metrics. Maintain rich fund, manager and GP data profiles and documents in a smart, compliant, searchable data store.
Data Room Integration
Seamlessly import data from data rooms using robust APIs. Quickly and easily ingest documents to view and manage in the Diligend platform.
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
The white-labelled GP and manager portal is user friendly and intuitive. GPs and managers can 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
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 your portfolio looks at a glance, with customizable, automated scoring and comparison features.
Analytics and Reporting
Fully customized, automatic report creation in any format. Linked directly to your CRM or database.
One platform, many use cases
ESG and DEI Data Collection
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.
Visualize your portfolio's ESG and diversity position
ESG and Diversity, Equality and Inclusivity issues are at the top of the agenda for citizens 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.
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 data rooms using robust APIs
Diligend works in harmony with standard workflows and practices. Robust, secure APIs allow integration with data rooms, allowing you to ingest documents from data rooms to view and analyze in the Diligend Collect platform, alongside qualitative data from other sources.
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.
Digitizing your due diligence process
Step by step guide to transforming the due diligence process