For Asset Owners & Asset Allocators

The solution which digitizes your investment and operational due diligence process.

Diligend is an industry-specific software solution, tailored to provide institutional investors and investment consultants support in asset and fund managers due diligence screening and monitoring processes across all asset classes.

Diligend offers within a single web-based platform, a unique combination of features covering customizable digitized due diligence questionnaires, research management, collaboration tools, CRM, documents management, Outlook synchronization, scoring engine, assessments (or reviews) management, configurable workflows and external managers data submission portal.

Investment managers related data, files and research can be structured, centralized and tracked, offering real-time quick access to information and efficient collaboration.

Diligend uses the most sophisticated secure technologies.

Learn more about the features provided by each module of the solution:

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Reviews management

Reviews and assessments

Manage funds reviews

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Questionnaires designer tool

Questionnaires designer tool

Tool for creating customized due diligence questionnaires (DDQs)

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RFPs and questionnaires management

RFPs and questionnaires management

Automated RFPs and questionnaires management

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Managers data collection and scoring

Managers data collection and scoring

Secured web-based platform to collect, store and score managers' data

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Products management

Products management

Manage all funds or investment strategies data

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Research, contacts Emails and documents management

Research, contacts Emails and documents

Research management, centralized communication and documents exchange

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Workflow engine

Workflow engine

Configurable workflow features to handle different processes and all stages of a selection process

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Collaboration and activity management

Collaboration and activity management

Internal and external real-time collaboration

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Reports, dashboards, data import and export, API

Reports, dashboards, data import and export, API

Strong reporting and dashboard capabilities. Easy data import and export.

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Audit trail, user rights and alerts

Audit trail, user rights and alerts

Keep track in real time of all your due diligence related activities. Granular user rights management.

For Fund & Asset Managers

Registered investment managers get a FREE access to the following:

  • Due diligence questionnaires and RFPs where they have been invited by Diligend clients investors or consultants.
  • Public searches published by Diligend investors or consultants’ clients.
  • Assign sections and questions internally to team members and monitor their progress
  • Fill in answers online or export the whole questionnaire to Excel then import the DDQ response.
  • Monitor in real time the team’s progress with the response on a certain DDQ.
  • Request clarifications on specific questions directly through the platform and keep track of the investor’s response on each one of them.
  • Download copies of the submitted DDQs responses at any point in time.
  • Keep track of all received questionnaires and to all submitted responses.
  • Monitor responses deadline dates as per your time zone.

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