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The Unified Workflow for Investor Communication

Quarterly investor letters take weeks of back-and-forth between PMs, compliance, and IR. Database profiles on eVestment, Callan, Wilshire, and Albourne need updating every reporting cycle across every strategy. DV Pulse automates both – AI-drafted, compliance-reviewed, and distributed from a single workflow.

DV Assist For Allocators

AI & Workflow

AI-Powered Investor Letter Production

Quarterly and annual investor letters involve six or more stakeholders — portfolio managers, investor relations, compliance, legal, and product specialists — coordinating through email with no version control and no audit trail. DV Pulse replaces that process with a structured production workflow.

  • Create investor letter blueprint
  • Use your library and documents to create AI-powered first draft
  • Collaborate across portfolio managers, investment teams, compliance and product specialist to finalize production
  • Create exports in your branded formats

Workflow

Maintain Profiles for Marketing Database

The average institutional asset manager maintains profiles across 4–6 consultant databases, each with slightly different fields, formats, and submission cycles. Doing this manually — pulling from spreadsheets, reconciling versions, coordinating sign-off — consumes weeks of marketing bandwidth every quarter.

  • For each reporting cycle, initiate and autofill these profile for each product
  • Collaborate with SMEs to refine and edit the profiles, and maintain approval workflows on DiligenceVault
  • Data consistency enforced across all database exports — same figures, same language, same compliance-approved text
  • Change tracking between cycles so reviewers see what’s new, not the full profile from scratch
  • Submission history maintained per database per reporting cycle
How it works
From quarterly data update to investor ready output — automated
1
Update quarterly data
Performance, AUM, and commentary updated once in Blaze profil and your content library
Blaze Data Bridge
2
AI drafts letters & profiles
Investor letters and database profiles generated simultaneously from the same data
DV Assist
3
PM & SME review
Portfolio managers see only what's changed since last cycle — not the full document
4
Compliance approval
Structured sign-off with full audit trail before anything reaches investors or databases
Compliance
5
Exports created
Created branded exports for investor letters, and bulk export for database profiles
6
Maintain dashboards
Central dashboard for all prodcution work for audit and institutional memory
Same data. Two outputs. One production cycle.

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See how marketing teams use DiligenceVault

From management of eVestment, Callan, Wilshire and other database profiles to investor letter production, see how asset managers and GPs build their marketing edge.

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