What Is Diligend?

The solution which digitizes your DDQs and reviews, manages your research, centralizes your data & technologically supports all stages of your due diligence process

Diligend is an industry-specific software solution, tailored to provide institutional investors and 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: due diligence questionnaires management, research management, CRM, Outlook synchronization, scoring engine, qualitative assessments (or reviews) management and external managers data submission portal.

It also contains configurable workflow tools to handle due diligence stages or any process involving team members.

All external investment managers information and data can be centralized and tracked offering real-time access to information and efficient collaboration.

It offers tools for comprehensive due diligence questionnaires management, including customization, distribution, collection and scoring features.

Diligend uses sophisticated secured technologies for collecting, storing, tracking, analyzing and scoring data gathered during the selection or the monitoring process.

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

Diligend Modules

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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.

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