DiligenceVault

Family offices managing private markets allocations face a compounding problem: as deal flow grows and manager rosters expand, the due diligence process stays manual, fragmented, and dependent on spreadsheets and email. DiligenceVault is a digital platform built specifically to digitize and centralize how investment teams collect, analyze, and monitor data across fund managers, DDQs, and operational due diligence workflows. The company was founded in 2014, received a Series A from Goldman Sachs in 2019, and serves over 70,000 users across 15,000 firms in 120 countries, with offices in New York, London, Singapore, and India.

For family office investment teams, the platform addresses several concrete pain points:

• AI-powered extraction of structured data from fund documents including PPMs, LPAs, and DDQs, replacing manual review
• Centralized content and document libraries with version control and SME approval workflows
• Automated monitoring alerts for term changes, missing disclosures, and ongoing manager updates
• Support for industry-standard questionnaires including AIMA, ILPA, INREV, and PRI
• Integration with CRMs, reporting tools, and BI platforms for downstream data use
• Risk assessment heatmaps for governance and compliance documentation

DiligenceVault serves both sides of the diligence relationship: allocators conducting manager research and operational due diligence, and asset managers responding to investor inquiries. For lean family office teams of two to ten people covering private equity, hedge funds, and multi-asset portfolios, this two-sided model means managers they evaluate are often already on the platform, reducing friction in data collection. Pricing is not publicly disclosed. The platform's depth is strongest for investment and ODD teams with structured diligence workflows; family offices in early stages of formalizing their manager selection process may require meaningful setup effort to realize its full value.

• Fund manager due diligence and DDQ management
• Operational due diligence workflow and monitoring
• ESG and DEI data collection and reporting
• RFP and investor relations content management
• AI-assisted extraction of structured data from fund documents
• Ongoing manager monitoring with automated alerts

• AI-powered document extraction from PPMs, LPAs, and DDQs
• Centralized content and document library with version control
• Industry-standard DDQ templates including AIMA, ILPA, INREV, PRI
• Risk assessment heatmaps for governance reporting
• Trigger-based monitoring alerts for term changes and disclosures
• Collaboration tools for multi-team diligence workflows
• Custom dashboards for benchmarking and manager comparison
• Integration with CRMs, reporting tools, and BI platforms
• Automated approval workflows and SME routing
• Audit trail and regulatory documentation support

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, CIO / Investment Office, Advisors / Wealth Advisors (RIA), Fund Managers.

Most of the features can be customised

Dedicated client support team with global offices; authenticated log reporting and direct account support mentioned in client testimonials.