Asset managers are prioritizing eliminating manual processes to improve efficiency and cut operational costs. For investor relations and fundraising teams, managing marketing materials, responding to RFPs and DDQs involve time-consuming tasks, such as copy-pasting and searching through scattered documents with content, resulting in lower productivity and may lead to missed opportunities.
By centralizing all critical content into a central digital repository, asset managers are streamlining access to essential data like firm, strategy and product content, supporting documents, AUM history, performance metrics, and legal disclaimers. This makes it easier to respond confidently to investor requests with accurate, compliant information, while audit trails help ensure regulatory requirements are met.
At one of our Private Equity GP clients, before adopting DiligenceVault’s technology, the investor relations and capital formation team was relying on MS Word and MS Excel to manage their Firm DDQ and saved past versions of DDQs on shared drives and even desktop folders. During each fundraising cycle, they faced an increasing volume of RFPs and ongoing questionnaires, necessitating frequent updates to their DDQ. At the same time, they were managing ODD and DEI questionnaires from existing clients, adding further complexity to their workflow. These growing challenges prompted the search for a more efficient solution with a focus on process re-engineering and a technology solution.
We share a case study of their experience using DiligenceVault as they centralized their content library, enjoy the benefits of seamless collaboration among subject matter experts and the entire investor relations team, streamline digital compliance reviews, and significantly improve overall investor communications.
Learn more about RFP DDQ Content Management at Diligencevault.
