DiligenceVault
- Company typePrivate
- Founded2014
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What DiligenceVault does
DiligenceVault is a private B2B SaaS company, founded in 2014 and headquartered in New York, that operates a shared due diligence platform for the institutional asset management ecosystem. The company serves three primary customer segments — asset allocators (pension funds, endowments, family offices, sovereign wealth funds, and OCIOs), asset managers (hedge funds, private equity, real estate, infrastructure, and traditional managers), and fund service providers — with its core value proposition being the replacement of manual Word/Excel/Email-based diligence with a structured, auditable workflow.
The platform consists of two primary product suites: Spark, for allocators, covering manager sourcing, ODD, ESG, IC memo generation, and real-time Form ADV monitoring; and Pulse, for asset managers, providing a centralized content library and AI-assisted DDQ/RFP response generation. DV Assist is the embedded AI layer (covering DDQ autofill, document processing, and IC memo generation) that operates with human review and a full compliance audit trail. The Blaze Data Bridge is the company's structural differentiator: a two-sided network where 20,000+ asset managers publish source-direct, structured profiles that are distributed to all connected allocators, spanning 150 countries and supported by pre-built industry-standard DDQ templates (AIMA, ILPA, INREV, PRI, ICI, and 20+ others). The platform is delivered as cloud SaaS (hosted on Microsoft Azure), is ISO 27001, SOC 2 Type II, and TX-RAMP certified, and is governed by formal AI Terms of Use (August 2025) and a Data Processing Agreement.
DiligenceVault sells through a direct enterprise field-sales motion with quote-based, adaptive pricing and annual billing cycles; 30-minute tailored product demos target specific use cases by buyer type. The company reports 250+ client teams, 100,000 platform users, and claims efficiency outcomes of 82% productivity gains, 113 hours saved per diligence cycle, and up to 60% reduction in cycle time. Only ~$6 million in external funding has been disclosed (a Goldman Sachs-led round in October 2019), suggesting the company has grown largely through operating cash flow.
DiligenceVault firmographics
Firmographics- Name
- DiligenceVault
- Legal name
- Diligence Vault Corp.
- Website
- https://diligencevault.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
DiligenceVault industry classification
Industry- Product category
- Asset Management Due Diligence Software
- NAICS
- Computer Systems Design Services (541512), Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Due Diligence Advisory (Commercial/Financial/Operational) (BPAHADAE)
Keywords
Where DiligenceVault is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
DiligenceVault business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: DiligenceVault operates as a B2B SaaS platform offering subscription-based access to its due diligence technology. Pricing appears to be adaptive/customized based on organization size and use case, with the company offering quote-based pricing rather than publicly listed tiered plans.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom enterprise pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
DiligenceVault product offering
Product offeringCore offering
DiligenceVault provides a B2B SaaS platform that serves as the operating system for modern due diligence in the asset management industry. It enables asset allocators (pension funds, endowments, family offices, OCIOs) to source managers, run operational due diligence, generate investment committee memos, and monitor regulatory filings, while enabling asset managers to respond to due diligence questionnaires (DDQs) and RFPs via a content library and AI-assisted drafting. The platform is anchored by a structured data network of 20,000+ managers and AI capabilities embedded across workflows.
Product overview
DiligenceVault is a unified due diligence platform operating as 'The Operating System for Modern Due Diligence.' The platform consists of Spark (for asset allocators providing manager sourcing, due diligence, IC memo generation, and regulatory intelligence including Form ADV monitoring) and Pulse (for asset managers providing content library, AI autofill, and collaboration tools). AI capabilities are delivered through DV Assist, embedded across every workflow for DDQ autofill, document processing, and IC memo generation with human review and audit trail. The platform also includes Blaze Data Bridge, enabling 20,000+ managers to share structured profiles directly with allocators. The platform supports industry-standard DDQ templates including AIMA, ILPA, INREV, PRI, ICI, and 20+ others, along with features for content management, analytics, workflow automation, and compliance.
Differentiator
Problem solved
Functional benefit
Products and services
- DiligenceVault Platform Unified SaaS platform serving as the operating system for modern due diligence, supporting the full diligence lifecycle from request to decision for both allocators and asset managers.
- Spark Solution for asset allocators covering manager sourcing, due diligence, IC memo generation, investor letters, portfolio monitoring, and regulatory intelligence including real-time Form ADV monitoring.
- Pulse Solution for asset managers providing content library, AI autofill, and collaboration tools to respond to DDQs faster without starting from scratch each time.
- DV Assist AI assistant embedded across every workflow for DDQ autofill, document processing, and IC memo generation with human review and audit trail at every step.
- Blaze Data Bridge Data network enabling 20,000+ managers to share Blaze profiles directly with allocators on the platform, creating a structured diligence data network for the industry.
Quantifiable outcome
- Reduce diligence cycle time by up to 60% from request to decision
- +3 more outcomes
Companies that use DiligenceVault
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
DiligenceVault technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability5 records
Feature6 records
DiligenceVault partnerships and signals
Strategic signalScale indicators7 records
Recent moves6 records
Expansion highlights5 records
DiligenceVault competitors and assessment
Company assessmentBroad incumbents
- Carta: Carta provides cap table, fund administration, and LP data infrastructure for private markets, including diligence and reporting workflows. It is a broad incumbent in alternatives data with growing overlap into diligence and monitoring workflows served by DiligenceVault.
- Datasite: Datasite (formerly Merrill DataSite / Intralinks) provides virtual data rooms for due diligence across M&A, fundraising, and asset management transactions. It serves overlapping diligence use cases at the allocator–manager boundary but is positioned as a broad transaction platform rather than an asset-management-specific workflow tool.
- Morningstar Direct: Morningstar Direct provides investment research, analytics, and portfolio analysis used by allocators for manager research and due diligence. It is a broad incumbent in allocator research workflows with partial overlap into the diligence data layer DiligenceVault serves.
- eVestment (Nasdaq): eVestment, part of Nasdaq, offers institutional investment analytics and manager research data used by allocators and asset managers for diligence and monitoring. It is a broad incumbent in the manager-research and diligence data space, overlapping with DiligenceVault's allocator workflows but at much larger scale.
Others
- FundCount: FundCount delivers fund accounting and operations software for investment managers and fund administrators. It is an adjacent ecosystem player whose investor reporting and portfolio data overlaps with parts of DiligenceVault's data-collection and monitoring workflows, though its primary focus is accounting rather than diligence.
Direct peers
- Drooms: Drooms offers a secure virtual data room and AI-powered diligence workflow platform primarily for European alternative investments and fund diligence. It is directly comparable to DiligenceVault's Blaze Data Bridge and DDQ automation workflows, especially for private market fund diligence.
- Dynamo Software: Dynamo Software offers a configurable platform for alternative investment firms covering fundraising, investor relations, due diligence, and reporting. It directly competes with DiligenceVault's Pulse and Spark modules for asset managers and allocators in private markets.
- Arcesium: Arcesium provides a technology platform for asset managers and allocators covering data management, reconciliation, and reporting on alternatives and hedge fund portfolios. It is directly comparable to DiligenceVault as an enterprise SaaS layer serving the same institutional investment community with workflow automation, audit trails, and compliance-grade controls.
Emerging players
- Mai (formerly Mai DDQ): Mai provides an AI-native DDQ automation platform for asset managers and allocators, with similar autofill and standardized questionnaire support as DiligenceVault. It is an emerging direct competitor focused specifically on AI-driven DDQ efficiency.
- Theia Insights: Theia Insights offers an AI platform for private market fund operations, including due diligence and LP reporting workflows. It overlaps with DiligenceVault on AI-enabled diligence for alternatives allocators, though with a narrower product footprint.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
DiligenceVault social profiles
Digital presenceDiligenceVault compliance and trust
Trust signalCompliance3 records
DiligenceVault financial estimates
Financial estimateRevenue estimate
Valuation estimate
DiligenceVault leadership team
Management profileNumber of profiles
Profiles1 record
DiligenceVault funding detail
Funding detailFunding overview
Funding rounds3 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
DiligenceVault M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about DiligenceVault
What does DiligenceVault do?
DiligenceVault provides a B2B SaaS platform that serves as the operating system for modern due diligence in the asset management industry. It enables asset allocators (pension funds, endowments, family offices, OCIOs) to source managers, run operational due diligence, generate investment committee memos, and monitor regulatory filings, while enabling asset managers to respond to due diligence questionnaires (DDQs) and RFPs via a content library and AI-assisted drafting. The platform is anchored by a structured data network of 20,000+ managers and AI capabilities embedded across workflows.
Is DiligenceVault a public or private company?
DiligenceVault is a private company. It is classified as venture growth investor backed and is currently operating.
When was DiligenceVault founded?
DiligenceVault was founded in 2014. It employs 1 to 10 people.
Where is DiligenceVault based?
DiligenceVault is headquartered in New York, United States, in the North America region.
How does DiligenceVault make money?
One revenue line is on record: saaS Subscription.
Who are DiligenceVault's main competitors?
Broad incumbents on record are Carta, Datasite, Morningstar Direct and eVestment (Nasdaq). FundCount is listed as an others. Direct peers are Drooms, Dynamo Software and Arcesium. Emerging players are Mai (formerly Mai DDQ) and Theia Insights.
Does DiligenceVault have an API?
No public API is recorded for DiligenceVault.
What industry is DiligenceVault in?
DiligenceVault's product category is Asset Management Due Diligence Software. Its primary akta.pro industry code is BPAHADAE, Due Diligence Advisory (Commercial/Financial/Operational). Its NAICS code is 541512 and its SIC code is 7370.