Scalable ODD Intelligence Without the Manual Overhead
Automate DDQ collection, centralize document review, and maintain a defensible audit trail across every manager in your portfolio.
Data Collection
Digitize Your ODD Process from Request to Report
Replace manual tracking, email chasing, and disconnected spreadsheets with a purpose-built ODD workflow.
- Send ILPA, AIMA, and custom ODD questionnaires directly through the platform to any manager
- Centralize all responses, documents, and follow-up items in one auditable workspace
- Configure materiality thresholds to automatically flag responses that require closer review
- Track the status of every open request — by manager, question, or team member — in real time
Workflow
Review, Collaborate, and Sign Off — With a Full Audit Trail
ODD requires input from multiple stakeholders: analysts, legal, compliance, senior management.
- Assign specific DDQ sections or questions to named team members for specialist review
- Capture comments, escalations, and approvals with timestamps at every stage
- Generate ODD summary reports and risk flags ready for investment committee presentation
- Maintain a defensible, regulator-ready audit trail across every manager relationship
Regulatory Data
Integrate Form ADV Data Into Your ODD Framework
Bring Form ADV data directly into your manager profiles so nothing has to be looked up manually.
- Monitor ADV filings across your entire manager portfolio with configurable daily or weekly change alerts
- AI reads and summarizes Part II brochure changes — flagging strategy shifts, new conflict disclosures, and leverage limit changes before your next review cycle
- Track new disciplinary reporting pages (DRPs), ownership changes, and service provider substitutions in real time
- Link ADV data to your ODD records, DDQ history, and document repository for a single manager view
Presentation Layer
Automate Reporting Needs
Presentation is an advanced module that enables you to automate the generation of Investment Committee memos, factsheets, and opinion reports.
- Eliminate the need for copy and paste from multiple data sources
- Overlay collaborative review process in generating opinions and recommendations
- Create presentations from all your research data in a few clicks in your brand
- 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.