Due Diligence & CRM
Manager research teams leverage powerful tools for asset screening and due diligence workflows. Quantitative analysis and peer comparisons are streamlined, while attribution tools provide insights into performance contribution and volatility. Ongoing risk monitoring is supported alongside integrated CRM, KYC processes, and document automation — enabling a structured, compliant research process.
Key Features
Intelligent Asset Screening
Identify investment opportunities using robust quantitative metrics and customizable filters.
Customizable Selection Workflows
Define and automate your asset selection process with tailored due diligence pipelines.
Dynamic Questionnaire Management
Create, manage, and track due diligence questionnaires with version control and status monitoring.
Integrated Contact & KYC Management
Centralize manager profiles, relationship history, and compliance-related documentation in a secure database.
Structured Manager Interactions
Plan, log, and analyze meetings and calls with fund managers for better tracking and transparency.
Automated Document Intake & Organization
Streamline the collection, categorization, and archiving of all fund-related documents — from pitchbooks to audited reports.
Intelligent Asset Screening
Identify investment opportunities using robust quantitative metrics and customizable filters
- Filter funds based on performance, strategy, geography, AUM, liquidity terms, ESG metrics, and more,
- Access a wide range of financial and risk indicators, such as volatility, Sharpe ratio, drawdown, correlation, and peer group comparisons,
- Save screening configurations or apply team-wide presets for quick, repeatable analysis,
- Export your screened list to Excel, reports, or integrate it directly into your due diligence workflow.
- Screen funds using the most up-to-date information available, synced automatically from your internal or external data sources.
Customizable Selection Workflows
Define and automate your asset selection process with tailored due diligence pipelines.
- Define each phase of your due diligence or selection process — from initial screening to final approval — using customizable stages and status labels,
- Assign responsibilities, deadlines, and access rights based on user roles across teams or departments,
- Automatically trigger follow-ups, reviews, or document requests based on workflow progression or defined rules,
- Track the status of each asset under review, view team actions, and maintain a full audit history for compliance,
- Create and reuse workflow templates for different asset classes, fund types, or clients.
Dynamic Questionnaire Management
Create, manage, and track due diligence questionnaires with version control and status monitoring.
- Design fully customized questionnaires with conditional logic, reusable templates, and section-based structuring.
- Automatically show or hide questions based on previous answers, asset class, or respondent type.
- Monitor response rates, track pending items, and enable internal reviewers to comment or flag responses in real time.
- Reuse past answers, track changes across versions, and maintain a full audit trail of edits and approvals.
- Export completed questionnaires to PDF, Excel, or integrate answers directly into your reporting tools.
Integrated Contact & KYC Management
Centralize manager profiles, relationship history, and compliance-related documentation in a secure database.
- Centralize all fund manager, administrator, and counterparty contacts in a structured and searchable directory,
- Securely store and manage key KYC documents (e.g., fund registration, legal IDs, AML policies) with expiry alerts and version tracking,
- Control who can view or edit sensitive KYC and contact information using role-based permissions,
- Schedule automated reminders for document refresh cycles and flag incomplete or outdated KYC files,
- Link contacts and KYC profiles directly to funds, workflows, and reports across the platform.
Structured Manager Interactions
Plan, log, and analyze meetings and calls with fund managers for better tracking and transparency.
- Plan and track all interactions with fund managers — from introductory calls to quarterly reviews — in a unified calendar,
- Prepare and store agendas, talking points, and key questions ahead of meetings, and log structured notes immediately after,
- Associate each meeting or call with the relevant fund, contact, and due diligence process,
- Create repeatable formats for reviews, ODD sessions, or operational check-ins — fully customizable to your internal processes,
- Track manager engagement over time with visual summaries and detailed histories of all interactions.
Automated Document Intake & Organization
Streamline the collection, categorization, and archiving of all fund-related documents — from pitchbooks to audited reports.
- Receive documents via email, secure portals, or direct upload — all automatically routed into the appropriate fund or workflow.
- Use intelligent tagging rules to automatically categorize documents (e.g., DDQs, audited financials, legal disclosures, pitch decks),
- Organize documents into logical folders by fund, manager, document type, and reporting period,
- Keep track of document versions and receive alerts when key materials (e.g., KYC, policies) are due for renewal or update,
- Link documents directly to due diligence reviews, meetings, and internal memos.
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