PENSION FUNDS

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.

De-risk private market investments

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.

DILIGEND FOR PENSION FUND INVESTMENT TEAMS

One platform, many use cases

  • Monitoring

  • ESG and DEI Data Collection

  • Document Management

  • Email Storage

  • Data Aggregation

  • Meeting Oversight

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.

 

BEST PRACTICE GUIDE

Digitizing your due diligence process

Step by step guide to transforming the due diligence process

INSIGHTS

Australia's superannuation mega funds

INSIGHTS

Are fund selectors sitting on a vast data treasure trove?

INSIGHTS

2022 Due Diligence Trends

DILIGEND COLLECT FOR PRIVATE MARKETS

Designed for institutional limited partners

De-risk your investment portfolio