For Asset Owners & Asset Allocators

The solution which digitizes and automates your due diligence process.

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

Diligend offers a unique, integrated combination of features covering: customizable digitized due diligence questionnaires, automated analysis and comparison of managers’ responses, research management, collaboration tools, CRM, document management, Outlook synchronization, scoring engine, assessments (or reviews) management, configurable workflows and a data submission portal for external managers.

Structure, centralize and track data, files and research for a real-time access to information and efficient collaboration.

Diligend can be used for Investment Due Diligence( IDD) and Operational Due diligence( ODD) purposes. To learn more about our ODD package, please visit: Diligend for ODD teams

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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Data exchange management

RFPs and questionnaires management

Automated RFPs and questionnaires management

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Fund 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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Funds & strategies 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.
  • Fill in answers online or export the whole questionnaire to Excel then import response.
  • Monitor in real time the team’s progress with the response on a certain DDQ.
  • Request clarifications for 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 of all submitted responses.
  • Monitor response deadline dates as per your time zone.