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WHITEPAPER: THE ROLE OF DATA COLLECTION IN AN INVESTMENT OFFICE (20 DUE
DILIGENCE USE CASES)
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* WHITEPAPER: The Role of Data Collection in an Investment Office (20 Due
Diligence Use Cases)
Posted on November 14, 2022 | Whitepaper
WHITEPAPER: THE ROLE OF DATA COLLECTION IN AN INVESTMENT OFFICE (20 DUE
DILIGENCE USE CASES)
What is due diligence and why is it so important for the asset management
industry?
A comprehensive due diligence process assesses investment, operational,
compliance, ESG, accounting, legal and information security risks associated
with the investment. Successful execution of a due diligence framework requires
many stakeholders both internal and external to review and opine on the
information and risks involved, but they often reach out to the investment
partners separately as their information needs are not always the same. The due
diligence framework also depends on a significant amount of data collection,
both qualitative and quantitative, including critical documents around legal
formation, organizational charts, LPA, PPM, pitch deck, compliance and
operational policies, regulatory filings, to name a few.
As the magnitude and velocity of the diligence data is increasing, the risks
associated with a framework which is not centralized and is managed via manual
tracking of information exchange, as well as analysis filled with copy and paste
is even more frustrating for all involved.
In our whitepaper “The Role of Data Collection In An Investment Office”, learn
about the 17 different types of due diligence use cases that our clients
leverage DiligenceVault’s platform for, and how they create a common and single
source of truth, seamlessly capture due diligence datasets, and access critical
insights on the investments efficiently.
Know more about our platform here.
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