Investors and Consultants Platform

Problems we solve

Its your team, your process, your data, we help you get the most out of it.

Concern over consistency in the due diligence process

A great due diligence process is only good if it is followed consistently. Our platform enables you to codify your process and enables each analyst to stay on track throughout the process.

Worried about missing red flags

Its easy for important things to get missed due to information overload. With our solution can you can automate the discovery or red flags in your questionnaires.

Can’t see which managers are engaging with your questionnaires

Knowing which managers are engaging with your questionnaire can help you focus your energy in the right places. We provide clear analytics for key milestones and progress so you are never in the dark.

Searching for information is difficult

Notes, Files, DDQs and Reports are all in different locations and in an unstructured format. Our platform turns unstructured data into structured data so you can find critical information quickly and easily.

Lost files and manager data

Emails can get lost and copy/paste of data is risky. We provide a flexible yet automated solution. If critical data still makes its way to your inbox, you can easily connect it back to our platform with our Outlook add-in.

Low Manager Participation rates

We provider managers with powerful and flexible tools to respond quickly and easily, while also providing you with automated reminders and reports to quickly identify which managers is missing information. We also on-board your managers for you, so you can focus on the task at hand.

Lengthy Assessment Process

Being thorough is important, but we help make things more efficient. Typically cutting down key processes time by at least 25%.

Various teams asking the same questions from the same managers

Collaboration and coordination are critical we provide easy to use tools so that anybody (with proper access rights) can see what you already know about the manager.

How we are different from others?

Built from the ground up for IDD/ODD.

Cutting Edge Solutions

Holistic solution for the entire due diligence process, DDQ/RFP, to Information gathering, Analysis, Reporting and monitoring.

Smart Features & API's

Powerful flexibility with import/export capabilities and advanced APIs.

Easy To Go With Everything

High Level of services from initial setup,on-boarding, and daily use.

Workflow Management With Ease

Intuitive solution, so you can configure and customize your workflow with ease, without the need for professional services.

Key Features

Everything is available right out of the box, easily configurable from our UI. We set you up so you can hit the ground running, provide training and support and you use what you need when you need it.

Investors and Consultants Platform

Problems we solve

Concern over consistency in the due diligence process

Concern over consistency in the due diligence process

Worried about missing red flags

Worried about missing red flags

Can’t see which managers are engaging with your questionnaires

Can’t see which managers are engaging with your questionnaires

Searching for information is difficult

Searching for information is difficult

Lost files and manager data

Lost files and manager data

Low Manager Participation rates

Low Manager Participation rates

Lengthy Assessment Process

Lengthy Assessment Process

Various teams asking the same questions from the same managers

Various teams asking the same questions from the same managers