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Adaptive Pricing Built for How Diligence Actually Works.

Unlimited users and no hidden fees by default. DiligenceVault is priced to scale with your portfolio because diligence is a team effort and your system should support that, not tax it.

Four principles. No surprises.

Our pricing is designed to make the platform more valuable as you grow and deepen your adoption of the technology across teams and over time.

No per-user fees

Add your entire team — analysts, ODD leads, compliance, legal, the CCO. Diligence is a cross-functional effort and we price accordingly. Unlimited users on every plan.

Module-based core

Pay for the capabilities you actually use. Whether you need data collection and ODD workflows, ESG monitoring, ADV analytics, or the full platform — your subscription is built around your use case, not a forced bundle.

Credit-based AI

DV Assist — DDQ autofill, document extraction, IC memo generation, Part II analysis — is priced on outcomes, not access. You use credits for specific tasks. Predictable, transparent, and directly tied to value delivered.

Implementation included

Implementation, white-glove data migration, and ongoing team training are included in every subscription. No “Professional Services” line items, no surprise charges after contract signature.

Pricing for Allocator and Oversight Teams

Spark Digital
Scale
1,000/mo
AI credits
10-100
managed entities
What's included
Digital Diligence — DDQ collection, document repository, ratings and workflow management, and Power BI Analytics
Opportunity Vault — manager sourcing and screening
Reporting — IC memo generation and portfolio reporting
ADV Part 1 & 2 — regulatory filing monitoring and AI Part II analysis
Most popular
Spark Pro
Scale
3,000/mo
AI credits
101–750
managed entities
Everything in Digital, plus
3× more AI credits — for larger portfolios with higher memo writing and document extraction volume
Custom reporting — for more complex use cases
Advanced permissions — for your internal teams and external consultants
API access — integration with your internal systems
Spark Enterprise
Scale
Customized
AI credits
750+
managed entities
Everything in Pro, plus
Full API access — integrate DV data into your RMS, CRM, or data warehouse
Customized AI credits — for autofill, extraction, or memo generation
Included on every Spark tier
Unlimited users
Add your whole team — no seat counting
Blaze Data Bridge
Live data from DV's manager network
Implementation
Setup, migration, training — included
Network Intel
All network intelligence data
Managed Services
Optional add-on — the only one

Pricing for IR, RFP, and Marketing Teams

Pulse Core
Emerging managers
Scale
300/mo
AI credits
10-50
projects
What's included
Content Library — Q&A, documents, disclosures, versioned and expiry-tracked
DDQ Automation — AI autofill from your library, multi-user review
Industry DDQs — access to ILPA, AIMA, INREV standard templates
Blaze profile — maintain and distribute your live fund data
Most popular
Pulse Growth
Growth-stage managers
Scale
750/mo
AI credits
75-250
projects
Everything in Core, plus
AI Compliance Analyst — automated review against SEC marketing rule before any response ships
Investor Letters — AI-drafted quarterly and annual investor communications
Database management — eVestment, Callan, Wilshire, Albourne profile automation
Pulse Enterprise
Global multi-strategy firms
Scale
Customized
AI credits
> 250
projects
Everything in Growth, plus
Full API access — connect DV to your CRM, RMS, and downstream reporting systems
Custom reporting — bespoke output formats and white-glove data configuration
Customized AI credits — across all DDQ, letter, and database workflows
Included on every Pulse tier
Unlimited users
IR, RFP, compliance, distribution — all of them
Blaze live profile
Maintain once, distribute to allocators on DV
Implementation
Library setup, migration, onboarding — included
Compliance workflow
Approval audit trail on every response
Managed Services
Optional add-on — the only one

Managed Services. An Extension of Your Team

For teams that need an extra set of hands, Managed Services gives you a dedicated DiligenceVault specialist working alongside your diligence or IR team — handling the operational and AI prompt work so your team focuses on decisions.

What’s included

  • Digitization of your DDQ templates and reports
  • Data chasing and follow-up with managers on outstanding DDQ items
  • Periodic review and hygiene of your content library and data records
  • Prompt engineering support for your prompt library

Frequently Asked Questions​

By default, we charge for the scope of your program, not the size of your team. Add everyone who needs to see the work. No  perverse incentives: teams restrict access, information gets siloed, and the platform becomes less useful.

However, as an exception, we provide per-user pricing on request.

For allocators on Spark, an entity is a fund manager or investment relationship in your monitored portfolio.
 
For managers on Pulse, a project is a DDQ/RFP or investor letter project that is completed using your content library and/or AI autofill.
 
You can monitor your usage directly on the platform.
 
You see your credit usage on the platform — never a surprise block mid-workflow. Additional credits can be purchased at any point. For teams with variable AI usage (high at quarter-end during reporting cycles, lower mid-quarter), we work with you to right-size your plan or offer credit rollover options.
Yes — fully included, with no scope carve-outs. Implementation covers platform configuration, training for power users and broader team, security set up, initial set up of entities and content library.
Yes. DV Assist offers a free trial within your real workflows — using your actual documents and questionnaires, not synthetic demo data. Most teams see meaningful time savings within just one or two days of trial. The trial is also designed to give you the data you need to build an internal business case for broader rollout.

Let's build the right configuration for your team

Tell us your team size, portfolio scope, and current workflow, and we’ll put together an accurate proposal, not a generic quote.

Request Pricing