Best Practices in Manager Due Diligence

Our Manager Due Diligence product is a systematic and comprehensive manager database that guides and supports your research process. It helps you track qualitative information about the managers you watch: employees, service providers, registrations, affiliations, fee structures, etc. You can track your current and historical interaction with managers using activities, tasks, documents, and questionnaires. It also includes quantitative information about managers, returns and analytics, before and after you invest with them.

Dashboards
Utilize qualitative and quantitative manager dashboards

Fund and Manager CRM
Track key contact information including email, address, phone, history, and more

Email Integration
Store important email communications with convenient Microsoft Outlook drag-drop integration

Manager Interactions
Record all interacations with managers including activities, calls, meetings, notes, and more

Document Archive

  • Store any type of document (pdf, doc, email, etc.) within the system
  • Classify documents and associate them with any number of managers, employees and contacts

Search and Report
Run over 30 different report views to retrieve, view, analyze and correlate all this information

Intuitive Hierarchy
Use intuitive Fund > Fund Family > Firm hierarchy

Customized Workflow
Customize your manager due diligence workflow

Flexible Questionaires
Industry standard and bespoke questionnaires for due diligence, risk, and your own process tracking

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