From ESG Data Strategy to Regulatory Disclosures - In One Platform
Collect structured ESG and DEI data directly from your managers and assets, aggregate it across your portfolio, and generate disclosure outputs aligned with SFDR, TCFD, and your own reporting obligations.
Digital Diligence
Digitize Your ESG Data Collection
Digital Diligence is a core module that enables you to transform your diligence framework across inbound management, manager research, and portfolio monitoring.
- Build a repository of usable, structured research data and documents by collecting data directly from your external managers
- Avoid avoidable and costly errors when conducting manager research, and eliminate errors that come from manual processes
- Automatically flag risk areas, outliers, and even compliance issues
- Enable transparency for the entire team on a centralized platform. Create a consistent framework for multi-asset portfolios across traditional, hedge, and private market investments
Presentation Layer
Automate Reporting Needs
Aggregate avoidable emissions, Scope 1 and 2 emissions across your entire portfolios of funds, co-investments, and direct investment.
- Eliminate the need for copy and paste from multiple data sources
- Overlay collaborative review process in generating opinions and recommendations
- Visualize exposures across investments, over time, and across types of exposre
- Enable transparency for the entire team on a centralized platform
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.