From Sourcing to IC Memo - One System for Your Research Team
Build a structured manager universe, run diligence at scale, and generate investment committee output without rebuilding your process in spreadsheets.
Data Collection
Digitize Your Manager Intelligence
Adopt a single, organized system for collecting, storing, and comparing fund data directly from managers — structured from the start, with AI, Blaze data later, and our network.
- Send custom or industry-standard DDQs to 20,000+ managers through the DV network and track responses in one place
- Build consistent research records across traditional, hedge, and private market strategies
- Automatically flag risk areas, outliers, and compliance issues as data comes in
- Maintain a complete audit trail of all submissions, updates, and team interactions
AI & Analytics
Generate IC Memos and Analysis in a Fraction of the Time
Turn structured manager data into polished IC memos, factsheets, and peer comparison reports — ready for review, not ready to start.
- Generate first drafts of investment committee memos directly from your structured DDQ, documents, and profile data
- Run side-by-side and time-series comparisons across managers, strategies, and vintages
- Collaborate with your team on memo review with version control and sign-off tracking
- Export in your firm’s branded format with one click
Workflow
Automate Research Workflows
Manage your research process on a single platform for new investments, re-ups and asset class reviews
- Automate manager sourcing
- Use AI to extract key data points from monthly and quarterly letters
- Streamline approval and reporting workflows
Related Insights
Explore other use cases
Investment Compliance and Subadvisor Oversight
Automate attestations, reviews, and risk monitoring to maintain proactive compliance and transparent stakeholder reporting.
ManCo Diligence
Build a repeatable, scalable oversight framework for assessing and monitoring delegates and service providers.
Manager Research
Digitize and centralize manager sourcing, evaluation, and monitoring to accelerate investment decisions and streamline IC memo creation.
Operational Due Diligence
Digitally transform due diligence with automated DDQs, document review, risk analytics, and regulatory data integration for scalable oversight.
Record Keeper Diligence
Streamline recordkeeper oversight with structured data collection, benchmarking, and ongoing monitoring workflows.
Responsible Investing
Collect and track ESG data across your manager universe with standardized frameworks.
AI-Powered RFP/DDQ and Investor Reporting Automation
Auto-draft responses to RFPs and DDQs from your approved content library using DV Assist.
Investor Letters and Database Management
Streamline periodic investor reporting with automated data pulls and templated outputs.
Blaze Data Bridge
Connect and sync data across systems with seamless integrations built for asset management workflows.
Form ADV Filings
Access and analyze Form ADV filings to support manager research and regulatory compliance.
Service Provider Diligence
Build a repeatable, scalable oversight framework for tracking service provider relationships and tri-party confirmations.