Transform and digitize your main due diligence workflows & use cases
Operational Due Diligence
DDQ/RFP Management
ESG/Diversity Data Collection
Form ADV Regulatory Monitoring
Purpose-Built Platform for Operational Due Diligence
ODD360 is the leading operational due diligence platform. Unlock efficiency, reduce risk, and act with greater insight.
Who Uses ODD360
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.
Operational Due Diligence Platform - ODD360 - Investor Edition
ODD360 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 ODD360
- 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
Operational Due Diligence Platform - ODD360 - Consultant Edition
ODD360 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 ODD360
- 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
Operational Due Diligence Platform - ODD360 - Fund Manager Edition
ODD 360 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 ODD360
- 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.
Ready to see it live or get started?
Resources
The Complete Buyer's Guide for Operational Due Diligence (ODD) Software
This buyer's guide will teach you about operational due diligence software, its benefits, and key features, so you can choose the right software for your organization.
ODD360 - Operational Due Diligence Platform Solution Overview
Learn about ODD360 - Operational Due Diligence Platform and how we solve operational due diligence automation challenges. View or download PDF.
WEBINAR ON DEMAND - The Future of ODD: What the Past Two Years Have Taught Us About Transforming to Scale, Automate, and Reduce Risk
Watch this webinar to understand how COVID-19 has transformed ODD industry, why processes need to evolve, and how to do so with technology.