DiligenceVault

DiligenceVault is a cloud-based due diligence management platform used by asset owners, investment consultants, fund of funds and asset managers to digitise the exchange of information that underpins manager selection and monitoring. Investment and operational due diligence has historically been handled through lengthy Word and Excel questionnaires sent by email, with responses re-keyed, compared manually and stored in disconnected folders. This makes it slow to evaluate managers, hard to track changes over time and difficult to demonstrate a robust governance process. DiligenceVault replaces that approach with a two-sided network in which allocators issue structured questionnaires and managers answer them within the same system, drawing on a central library of previously approved responses. The result is a more consistent, auditable and data-driven diligence process that reduces the administrative load on both sides while improving the quality of the information collected.

For allocators, the platform provides questionnaire builders based on industry templates such as those from ILPA, AIMA and SBAI, workflow tools for assigning reviews, scoring and flagging of responses, and dashboards for tracking ongoing monitoring of managers and funds. For asset managers, a content library and response automation help teams answer requests for proposal and due diligence questionnaires more quickly, while version control and collaboration features ensure that answers remain accurate and approved. Additional modules cover ESG and diversity data collection, document management and analytics, and the platform can integrate with CRM and data systems through APIs. DiligenceVault is delivered as a secure SaaS application and is aimed at pension funds, endowments, foundations, consultants, private banks and investment managers across both public and private markets. It is particularly suited to organisations that run frequent, high-volume diligence programmes and need a clear audit trail. Pricing starts from around USD 20,000, a free trial is offered, and a free version is also available, principally for managers responding to allocator requests.