The Diligence Platform for the Investment Management Industry
CENTRL’s DD360 is the most comprehensive and flexible due diligence platform, used today by leading investors, managers, and consultants. Unlock efficiency, reduce risk, and act with greater insight.
Who Uses DD360
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Why use a due diligence platform?
Conducting due diligence can be tedious and complex: tracking down high-stakes information from investment managers, numerous email follow-ups, manually checking statuses, and triple-checking documentation for accuracy are just a few of the challenges teams struggle with. Then, when regulatory audits occur, you’re sent scrambling, taking screenshots from disparate systems, and scouring through old email threads. It’s time for a better way.
Increase team efficiency by 50%+
Through automated workflows, collaboration, and automated report generation in a centralized source of truth available in real-time in the cloud.
Improve quality & reduce risk
By scaling due diligence to more investment strategies, funds, and managers; improve response rates; and auto-score to prioritize your time on what matters most.
Act with greater insight
With dynamic dashboards detailing question, manager, and portfolio benchmarking; trends, analytics, and executive reporting; along with a complete audit trail.
Transform and digitize your main due diligence workflows & use cases
Due Diligence Platform - DD360 - Investor / Allocator / LP Edition
DD360 brings dramatic efficiency improvements to the current manual process that most investors follow.
Learn moreCurrent Process
- Spreadsheet driven DDQ process
- Lot of back-and-forth email follow up and clarifications with manager
- Manual report generation & audit response
- Significant manual effort to create portfolio analytics
- Very limited benchmarking capabilities
- Non-centralized Data
With DD360
- Fully automated DDQ and RFI workflows
- Pre-populate answers and only evaluate "what has changed"
- Extract answers from DDQs and use for analytics
- Issue management
- Automatic report generation
- Single Document Repository
- All data in one place
Due Diligence Platform - DD360 - Consultant Edition
DD360 brings dramatic efficiency improvements and enables consultants to provide their clients with a superior offering which enables them to retain, win more, and differentiate themselves in the market.
Learn moreCurrent Process
- Spreadsheet driven DDQ process
- Email follow up and clarifications with manager or custodian
- Manual report generation & audit response
- Significant manual effort to create portfolio analytics
- Limited benchmarking capabilities
- Inefficient sharing of manager reports & analysis with clients
With DD360
- Module for Client Publishing
- Provide clients with branded portal
- Publish Manager reports to clients with great control
- Manage central repository of all reports and control distribution to clients
- Collaborate with clients in application
- Track report usage by clients
Due Diligence Platform - DD360 - Fund Manager / GPs Edition
DD360 delivers a simple, intuitive and efficient way for Managers and Custodians to respond to DDQs or RFIs.
Learn moreCurrent Process
- Spreadsheet driven DDQ process
- Lot of back-and-forth email follow up and clarifications with Investors
- Non-centralized data
- Difficult to Collaborate
- Inefficient sharing of reports & documentation with Investors
With DD360
- Very intuitive user experience to respond to Investor DDQs
- Delegate DDQ sections or questions internally
- Document library to control frequent uploads and versioning
- Collaborate internally around DDQs
- Publish reports to investors with controlled permissions
- Maintain single copy of each file and automatic publishing for updates
- Collaborate with investors at the report or document level
No need to take our word for it
Moving to DD360 saved us 85% costs over our previous consulting provider, while also enabling us to expand ODD to 100% of our investments.
We are now able to auto-evaluate nearly 95% of asset manager submissions leaving a relatively small number for their analyst team, which is now also 85% more efficient in low-risk rated questionnaires and 30-50% more efficient in medium risk questionnaires.
Now, it's all there on the system, we can see where everything is and where it is at in the process... Process is far smoother. It saves our team a couple of months each year now. And, given the reduced back-and-forth over email and excel spreadsheets, it generally reduces the time it takes us to do our weekly, monthly, quarterly, and annual reporting activities by about 50%.
We were driven to the tool because of the workflow capabilities, the ability to follow up with managers, the ability to automate bulk DDQ sends, and the ability to store the questionnaire findings in a single place -- all of which were pain points prior to adopting.
Resources
WEBINAR ON DEMAND - Disruption in Due Diligence: How Generative AI Will Transform the Future
This is an exploration of the future of AI in external manager oversight and due diligence. Hear how you can transform risk evaluation through the systematic and consistent application of secure risk intelligence- at a scale, speed, and accuracy not possible until now.
CentrlGPT - Your AI-Powered Risk Copilot
CentrlGPT is the first of its kind generative AI solution for third-party risk and diligence. CentrlGPT leverages the power of Large Language Models to act as a risk copilot for your diligence teams, dramatically enhancing the efficiency and effectiveness of your risk process. CentrlGPT is designed as a secure enterprise solution to be trained with your custom risk models and implemented as a seamless extension of your current CENTRL platform.
How AI Transforms Risk Assessments Through the Systematic & Consistent Application of Risk Intelligence
Check out our latest blog on how AI transforms risk assessments through the systematic & consistent application of risk intelligence