Automating Operational Due Diligence

ODD360 is a multi-party platform used by hundreds of Managers globally to manage their Operational Due Diligence process. ODD360 is the most powerful and flexible ODD platform in the industry with a highly intuitive user interface, deep automation and analytics.

Investors are seeing 60% + productivity improvements from automating their ODD process with ODD360.

Asset Owners and Allocators recognize the need to automate and simplify their ODD process to gain efficiency and improve quality. Investors achieve significant efficiency gains by automating their full ODD process from digitizing their DDQs to automating delivery, scoring and evaluation. Robust analytics can be leveraged to slice & dice data from DDQs and see results across the portfolio. The ODD360 platform is highly configurable to all operational strategies and data needs and provides standardized templates from AIMA, ILPA and others.

Customer Testimonials:

Digitize your own DDQs and Automate Scoring

  • Full Questionnaire Editor.
  • Upload proprietary questionnaires in any format (PDF, Excel, Word, etc.)
  • Use industry-standard templates from AIMA, ILPA, etc.
  • Schedule upcoming DDQs.
  • Prepopulate DDQ data with previous Manager answers.
  • Score your DDQ via our customizable automated Scoring Engine.
  • Conduct clarifications in application.
  • Rules & Workflow Engine for internal delegation, custom reminders, and much more.
Digitize your own DDQs and Automate Scoring
Reporting & Analysis

Reporting & Analysis

  • Map any of your DDQ questions to your Manager Database.
  • Extract normalized data from DDQs.
  • Review & Override extracted DDQ data before importing in your Manager Database.
  • Run benchmarks across all managers at a detailed level.
  • Produce your own DOCX or PDF report with any data extract in the Application (Including Manager Data, DDQs and Issues)

Manage all your Funds and Strategies Data in one place

  • 360 degree view at the Manager, Fund or Strategy level.
  • Fully customize your Fund & Manager Database.
  • Sort and filter manager and fund data by multiple criteria.
  • Centralize all documents in a single library.
  • Powerful search capabilities, including within documents.
  • Collaborate internally by adding Comments & tagging users.
  • Detail audit trail for all communication.
  • Easy data import and export via our Open APIs.
Manage all your Funds
Issues & Findings Tracking and Remediation

Issues & Findings Tracking and Remediation

  • Identify and segment issues from each DDQ.
  • Document issue status, severity and recommendation.
  • Publish issues to Managers and interact with them on updates.
  • Collaborate internally with others users in your company.
  • Create action plans and manage progress from start to finish.

Dynamic Dashboards & Detailed Analytics

  • Score dashboards at the Manager, Fund or Strategy level.
  • Dashboards to track progress of DDQs, Issues and Assignments.
  • Dashboards offer drill down and powerful filtering capabilities.
  • Detailed analytics and reports to gain insights, highlight risks & exceptions.
  • Run cross-manager and time-series reports.
  • Complete ability to customize dashboards.
Dynamic Dashboards & Detailed Analytics
Complete Platform for Managers & 3rd Parties

Complete Platform for Managers & 3rd Parties

  • Managers get consolidated view of all incoming DDQs.
  • Managers can delegate sections and questions within their organization.
  • Upload documents and respond to clarifications within application.
  • Managers can focus only on answering questions that have changed from a previous DDQ.
  • Managers get single file library of all uploaded documents with audit trail.

Ready to see the Most Highly Automated Platform in the Industry?

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