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DiligenceVault from DiligenceVault
Digital platform for investment due diligence that streamlines the manager research process with customizable questionnaires, response tracking, comparison tools, collaborative features, document management, and audit trails specifically designed for pension funds and asset allocators.
Product analysis by function
RFP and Manager Selection Tools for External Manager Relations
Software that streamlines the request for proposal process, standardizes manager evaluations, and supports the structured selection of external investment managers.
More RFP and Manager Selection Tools
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RFP Creation and Customization
(10 Yes /10 Known /10 Possible features)
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Template Library Pre-defined, customizable RFP templates aligned to common asset classes, mandates, and compliance standards. |
DiligenceVault offers a template/questionnaire library that is customizable for different asset classes and due diligence needs, as noted in product overviews. | |
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Dynamic Questionnaires Ability to create, edit, and branch RFP questions, including support for logic and conditional paths. |
Product emphasizes dynamic, customizable questionnaires with branching and logic on their solutions page. | |
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Branding and Formatting Controls User control over RFP document look and feel, logos, and disclaimers. |
Marketing materials highlight branding controls including logos and disclaimer customization in exports. | |
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Multi-language Support Ability to create RFPs in different languages for global outreach. |
DiligenceVault documentation references multi-language questionnaire creation. | |
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Compliance Checks In-built checks to ensure RFP content adheres to internal and regulatory guidelines. |
Compliance checks and audit trails are core to DiligenceVault’s offering for regulated asset owners. | |
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Version Control Tracking of changes and management of RFP document versions. |
Platform supports document and questionnaire version control and change tracking. | |
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Template Sharing Permissions-based sharing of RFP templates across teams. |
Platform supports template sharing with permissions between users and teams. | |
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Bulk Generation Create and distribute multiple RFPs simultaneously. |
Supports bulk creation and distribution of questionnaires/RFPs to multiple managers. | |
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Custom Approval Workflows Automated approval processes for RFP drafts and releases. |
Workflows for approval of documents are available based on user documentation and workflow settings. | |
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Document Export Formats Support for exporting RFPs in multiple formats (PDF, Word, HTML, etc.). |
DiligenceVault lists support for exporting questionnaires and reports in PDF, Excel, and Word formats. |
Manager Database and Onboarding
(10 Yes /10 Known /10 Possible features)
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Integrated Manager Directory Centralized database of approved and potential investment managers. |
Centralized manager database is a key selling point for the platform. | |
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Manager Profile Management Tools for managers to maintain and update organizational information, performance track records, and contact details. |
Managers can update profiles, upload documents, and maintain historical information. | |
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Due Diligence Integration Link manager onboarding to KYC, AML, and other due diligence processes. |
Integration with KYC and due diligence processes is highlighted in integrations documentation. | |
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Customizable Data Fields Adapt manager profile fields to meet evolving data requirements. |
Profile fields and questionnaires are customizable by users. | |
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Bulk Import/Export Import or export manager data via spreadsheet or API. |
Bulk import/export of manager and response data via Excel and API is supported. | |
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Self-service Portal Secure online portal for managers to submit and update data. |
Managers have a self-service portal for responding to questionnaires and updating information. | |
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Compliance Document Repository Store and manage all regulatory and compliance documents related to each manager. |
DiligenceVault manages and stores compliance documents for each manager. | |
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Automated Reminders Send notifications to managers for document expiries or data updates. |
Automated reminders and alerts for expiring documents are part of the offering. | |
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Link to Performance and ESG Data Associate core manager record with performance and ESG scoring systems. |
Product offers the ability to associate manager records with performance and ESG data. | |
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Audit Trails Comprehensive logs of data additions and edits. |
Detailed audit trails and change logs are part of the compliance and governance toolkit. |
RFP Distribution and Communication
(9 Yes /9 Known /10 Possible features)
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Bulk Distribution Tools Send RFPs to multiple selected managers with tracking. |
Enables sending questionnaires or RFPs in bulk and tracking engagement. | |
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Secure Messaging Encrypted message platform for Q&A and direct communications. |
DiligenceVault supports secure communications for Q&A and clarifications. | |
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Submission Acknowledgment Automated confirmations upon RFP receipt by managers. |
Platform includes sending of automated submission acknowledgments. | |
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Dynamic Q&A Boards Open or confidential query channels allowing all or specific managers to pose questions. |
Dynamic Q&A boards for question management are available. | |
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Deadline Management Automated reminders before submission deadlines. |
Automated deadline notifications to managers are documented feature. | |
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Bulk Q&A Publishing Centrally publish answers to FAQs to all participants. |
Answers to FAQs and bulk Q&A can be published to all participants centrally. | |
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Sender Authentication Multi-factor authentication for all outbound RFPs. |
No information available | |
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Submission Receipt Tracking Real-time tracking of which managers have downloaded/viewed/responded. |
Real-time tracking of submissions and manager interactions is provided. | |
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Automated Follow-Up Scripted, rules-based follow-up reminders to non-responders. |
Rules-based automated follow-ups for non-responders are part of the communication suite. | |
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Response Format Guidance Guides and templates for managers to submit uniform, structured responses. |
Guided response templates and directions for consistent submissions. |
Proposal Evaluation Tools
(9 Yes /9 Known /10 Possible features)
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Automated Scoring Engine Rule-based or ML-powered proposal scoring and ranking. |
Platform provides automated scoring with customizable rules. | |
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Customizable Scoring Rubrics Define, weight, and adjust categories and scorecards for manager evaluation. |
Customizable scoring rubrics and weighted evaluation available. | |
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Side-by-Side Comparison Visual matrix to compare responses across candidates. |
Visual side-by-side comparison tools are a key differentiator of DiligenceVault. | |
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Blind Review Controls Support for masking manager identities during scoring. |
Blind review (masked identity review) controls are documented in support resources. | |
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Multi-Reviewer Support Allow multiple reviewers to score independently with aggregation. |
Multi-reviewer workflows and score aggregation are highlighted in the workflow documentation. | |
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Commenting and Annotation Add private or shared comments on proposal sections. |
Users can add comments and private/shared annotations on response sections. | |
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Automated Elimination Filters Remove candidates not meeting minimum score thresholds automatically. |
Scoring filters for exclusion based on minimum criteria are built-in. | |
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Report Generation One-click export of evaluation summaries with scores and rationales. |
Report and summary export on evaluation results provided. | |
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Drill-Down Analytics Ability to dissect score variances by response, reviewer, or category. |
Drill-down analytics by reviewer, question, etc. are available for deeper analysis. | |
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Bias Detection Automated alerts for reviews diverging from peer scores, signaling potential bias. |
No information available |
Workflow and Process Management
(8 Yes /8 Known /10 Possible features)
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Configurable Approval Stages Design organizational workflows with defined approval checkpoints. |
Configurable approval stages built into workflow configuration tools. | |
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Timeline and Milestone Tracking Gantt-style visual roadmap for every RFP process from issuance through final selection. |
Timeline/milestone tracking for processes described in workflow visuals. | |
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Automated Task Assignments Rules engine can assign tasks to team members based on criteria, workload, or expertise. |
Automated task assignments based on rules and user roles documented. | |
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Escalations and Exception Handling Automatic notifications and escalation procedures if tasks exceed deadlines or exceptions are triggered. |
No information available | |
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Role-Based Access Controls Granular permissions by role across every workflow step. |
Granular role/permission management across workflow steps is emphasized. | |
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Audit Logging Comprehensive logs of every workflow event and handoff. |
Full audit logging for actions across process, with exportable trails. | |
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Workflow Configuration Tools Intuitive drag-and-drop process builder. |
Drag-and-drop workflow/process builder is favorably reviewed by users. | |
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Collaborative Workspaces Shared environments for teams and advisors to collaborate on each step. |
Teams can collaborate via shared workspaces on each project/process. | |
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Performance Monitoring Dashboards Real-time dashboards tracking workflow KPIs (e.g. average RFP duration). |
Performance dashboards for workflow processes offered in product UI. | |
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Integration with HR/Org Charts Sync workflow assignments and approvers to institutional HR data. |
No information available |
Security and Privacy
(8 Yes /8 Known /10 Possible features)
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End-to-End Encryption Encryption of data in transit and at rest across the entire platform. |
Data is encrypted in transit and at rest, as per security documentation on diligencevault.com. | |
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Multi-Factor Authentication (MFA) Support for MFA across all user logins. |
Supports SSO and multi-factor authentication (MFA) for user security. | |
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Granular Access Permissions Control over who accesses which data or RFP. |
Fine-grained access permission management configurable by administrators. | |
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Data Retention Policies Automate data deletion or retention per legal requirements. |
Offers user-configurable data retention and purge policies. | |
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Secure File Storage Isolated and encrypted storage for all submitted documents. |
Files and documents are stored in secure, encrypted storage. | |
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Audit Trails and Log Monitoring Systematic tracking and alerting on sensitive actions and access. |
Extensive audit trails and log monitoring available for administrators. | |
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GDPR/Privacy Compliance Tools Features designed to ensure data privacy regulations are met. |
Platform offers GDPR compliance tools and privacy-by-design approaches. | |
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Activity Monitoring and Alerts Real-time analysis of user behavior to detect anomalies. |
No information available | |
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Data Anonymization Options Redact or mask data to further restrict visibility where required. |
No information available | |
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Secure API Access Hardened API endpoints with token-based authentication. |
API access uses token-based authentication and supports security best practices. |
Integration Capabilities
(6 Yes /6 Known /10 Possible features)
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Open API Access RESTful APIs with comprehensive documentation for custom integrations. |
API documentation and RESTful integration are advertised for custom integrations. | |
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Pre-built Connectors Ready-made integration with major analytics, compliance, due diligence, and document management solutions. |
Pre-built integrations with third-party data and document providers available. | |
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Single Sign-On (SSO) Integrate with institutional SSO solutions for seamless login. |
Single Sign-On providers/SAML integrations widely referenced. | |
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Data Export Tools Flexible exports to Excel, PDF, XML, and other formats. |
Data export tools (PDF, Excel, CSV, etc.) available. | |
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Inbound File Ingestion Auto-capture and parse files/emails from managers. |
Inbound file and email ingestion for manager data is documented. | |
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Webhooks for Real-Time Events Push data/events to connected systems as they occur. |
No information available | |
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Customizable Data Mapping Map data fields to internal legacy or new data systems. |
Data mapping for integration with legacy systems is supported. | |
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SSAE 18/SOC 2 Type II Certified Integrations Meet stringent data and system integration audit standards. |
No information available | |
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Bulk Data Sync Automated, scheduled synchronization with master data systems. |
No information available | |
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Integration Monitoring Dashboard Monitor integration status, latency, and failures. |
No information available |
Reporting and Analytics
(9 Yes /9 Known /10 Possible features)
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Configurable Dashboards Customizable at-a-glance boards with key process metrics. |
Configurable dashboards and data visualization are part of core analytics features. | |
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Advanced Filtering Multi-dimensional data filtering (e.g., by asset class, review stage, historical manager performance). |
Product enables advanced multi-filtering for data slicing/dicing. | |
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Automated Scheduled Reports Periodic delivery of reports to users or stakeholders. |
Automated/scheduled report delivery is supported (see user documentation). | |
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Drill-Down Capabilities From summary to detailed underlying data with a click. |
Drill-down analytics from dashboard summaries to individual response data available. | |
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Visualization Tools Charts, graphs, and heatmaps for comparative and trend analysis. |
Visualization tools include charts and graphs. | |
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Exportable Analytics Easily share reports in Excel, PDF, or image formats. |
Analytics reports can be exported to Excel, PDF, and more. | |
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Custom KPI Definition Select or define custom key performance indicators. |
Users can define custom KPIs for dashboards and analytics. | |
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Historical Trend Analysis Track manager and process trends over time. |
Historical trend analysis supported in performance and process reporting. | |
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Ad Hoc Query Builder Empower users to generate tailored analytical queries. |
Ad hoc queries and custom reports are enabled via the reporting module. | |
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Data API for BI Tools Direct interface to external BI/reporting platforms. |
No information available |
User Experience and Accessibility
(8 Yes /8 Known /10 Possible features)
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Mobile Access Responsive design and/or dedicated apps for mobile management. |
Web platform is responsive and supports use on tablets and smartphones. | |
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Intuitive UI/UX Well-designed, easy-to-navigate interface minimizing training needs. |
DiligenceVault UI is marketed as highly intuitive and designed for minimal training. | |
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Accessibility Compliance (WCAG) Full support for screen readers, keyboard navigation, and color contrast. |
No information available | |
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Multi-Language UI User interface available in multiple major languages. |
UI supports English as well as several major international languages. | |
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In-App User Guidance Tutorials, walkthroughs, and context-aware help. |
In-app help, onboarding, and tutorials included. | |
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Role-Optimized Views Tailor dashboards and workflows to each user role. |
Different user roles are offered tailored dashboard views. | |
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Bulk User Provisioning Easily onboard large groups of users. |
Bulk user onboarding is supported via admin tools. | |
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Self-Service Password Reset Users can recover access without IT intervention. |
Self-service password management offered as standard. | |
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Notifications Center Centralized location for all user alerts and reminders. |
Central location for notifications, reminders, and user alerts. | |
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Session Timeout Controls Automatically logs out inactive users for security. |
No information available |
Configuration and Customization
(9 Yes /9 Known /10 Possible features)
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Custom Field Definitions Add organization-specific fields wherever data is captured. |
Custom data fields can be defined for questionnaires and manager records. | |
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Branded User Interface White-label the UI, including logos and colors. |
Branded/white-label UI with logos and color schemes is available. | |
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Localized Workflows Adjust processes for region-, country-, or market-specific requirements. |
Localized workflows for country/region/market supported. | |
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Business Rule Engine Non-technical users can set up workflow or data triggers. |
Business rule engine for non-technical automation of workflow triggers. | |
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Notification Customization Define recipient, frequency, and content of alerts/notifications. |
Users can customize notification content, frequency, and recipient. | |
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Custom User Roles and Permissions Define user types and associated access rights beyond system defaults. |
Custom user roles and access rights beyond defaults can be defined. | |
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Integratable Plugins/Add-ons Add new functionality or data flows as requirements evolve. |
No information available | |
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Configurable Document Templates Organization-specific document and contract templates. |
Customizable document templates for organizations are provided. | |
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Multiple Time Zone Support Seamless operation for global teams. |
Multiple time zone support for global manager relationships is highlighted. | |
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Configurable Data Retention User control over data life cycles for different artifacts. |
Configurable retention for different data and document classes. |
Support, Service, and Vendor Stability
(8 Yes /8 Known /10 Possible features)
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24/7 Support Availability Round-the-clock access to technical assistance. |
Online and in-platform support available 24/7 for enterprise clients. | |
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Dedicated Account Management Single point of contact for ongoing relationship and escalations. |
Dedicated customer/account managers assigned to institutional clients. | |
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Service Level Agreements (SLAs) Documented targets for uptime, response times, and issue resolution. |
SLAs for uptime, support response and resolution are available on request. | |
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Uptime Guarantee Minimum percentage uptime per year, contractually agreed. |
No information available | |
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Incident Response Time Maximum time for vendor to respond to high-priority incidents. |
No information available | |
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Training and Onboarding Programs Structured programs for initial training and new feature adoption. |
Structured onboarding and training provided per support and onboarding section. | |
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Help Desk Ticketing System System to submit, track, and resolve support queries. |
Help desk and ticketing system for issue submission and resolution. | |
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User Community Portal Online resource for user forums, shared best practices, and troubleshooting. |
User community portal referenced in assistance and knowledge base resources. | |
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Product Roadmap Transparency Visibility into the vendor's future development plans. |
Product roadmap summaries are occasionally provided to clients under NDA. | |
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Disaster Recovery and Data Backup Vendor policies on business continuity and regular offsite data backups. |
Business continuity, DR, and regular data backups described in compliance and security policies. |
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