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DiligenceVault

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Company health

Employee growth
8% increase in the last year
Web traffic
93% increase in the last quarter
Financing
May 2019 - $6M

Ratings

G2
4.4/5
(8)
Glassdoor
3.1/5
(5)

DiligenceVault description

DiligenceVault is a digital platform designed for the investment management industry. It helps streamline the due diligence process for investors and fund managers, covering areas like investment research, operational due diligence, and ESG data collection. The platform offers tools for managing DDQs, centralizing investor content, and collaborating with teams. DiligenceVault aims to improve efficiency and transparency in due diligence for a smoother investment experience.


Who is DiligenceVault best for

DiligenceVault is tailored for investment management professionals in manager research, operational due diligence, ESG, and investor relations. We find it particularly useful for medium to large enterprises. The platform shines in the finance, banking, and insurance sectors, offering tools to streamline due diligence, manage DDQs, and centralize investor content. It’s a solid pick for those aiming to boost efficiency and transparency in their investment processes, and user reviews are generally positive.

  • Best for large enterprises (1001+ employees) needing streamlined due diligence and efficient team collaboration.

  • Perfect for finance, banking, and insurance sectors seeking advanced solutions for managing investment and ESG data.


DiligenceVault features

Supported

DDQ Management: Allows to manage Due Diligence Questionnaires (DDQs).

Supported

Centralized Investor Content: Centralized storage for investor-related content.

Supported

Team Collaboration: Enables collaboration among teams during the due diligence process.

Supported

Investment & Operational Due Diligence: Supports investment research and operational due diligence.

Supported

ESG Data Collection: Facilitates the collection of environmental, social, and governance (ESG) data.

Supported

Centralized Risk Assessment: Provides a centralized repository for risk assessment and reporting.

Supported

Central Content Database & Industry DDQs: Offers content database, industry DDQs, and collaboration tools.


DiligenceVault pricing

See the DiligenceVault pricing page.


DiligenceVault alternatives

  • Logo of Datasite Diligence
    Datasite Diligence
    Secure deal room for M&A due diligence. Streamlines, protects, accelerates.
    Read more
  • Logo of CalibreRMS
    CalibreRMS
    Centralized research management for investment teams. Improves collaboration and insights.
    Read more
  • Logo of Countercyclical
    Countercyclical
    Uncover hidden investment value with in-depth research and collaboration tools.
    Read more
  • Logo of Virtual Vaults
    Virtual Vaults
    Secure deal management platform for due diligence and collaboration.
    Read more
  • Logo of YCharts
    YCharts
    Investment research, portfolio analysis, and market monitoring, simplified.
    Read more
  • Logo of RealPage IMS
    RealPage IMS
    Investor relations and operations platform for commercial real estate.
    Read more

DiligenceVault FAQ

  • What is DiligenceVault and what does DiligenceVault do?

    DiligenceVault is a digital platform streamlining the due diligence process for investment managers. We find that it centralizes investor content, manages DDQs, and facilitates team collaboration. It also supports investment and operational due diligence, including ESG data collection.

  • How does DiligenceVault integrate with other tools?

    DiligenceVault integrates seamlessly with leading CRM, data providers, and research platforms. We find this enhances data flow and streamlines workflows, though specific integrations aren't explicitly listed. This connectivity improves efficiency in due diligence and investment processes.

  • What the main competitors of DiligenceVault?

    We find DiligenceVault's main competitors include Datasite Diligence for M&A due diligence, CalibreRMS for research management, and Countercyclical for in-depth investment research. Virtual Vaults also competes in secure deal management. For investment research and portfolio analysis, YCharts is an alternative.

  • Is DiligenceVault legit?

    Yes, DiligenceVault is a legitimate platform. We find that their strong growth and generally positive reviews point towards them being a reliable choice for due diligence management in the investment industry. They offer a suite of valuable features, including DDQ management and ESG data collection.

  • How much does DiligenceVault cost?

    I'm sorry, but pricing information for DiligenceVault is not available at this time. Contact DiligenceVault directly for current pricing details.

  • Is DiligenceVault customer service good?

    Based on the available reviews, DiligenceVault's customer service is considered excellent. Users appreciate its support and responsiveness, finding it contributes to a positive overall experience.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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