Purpose-Built Platform for Operational Due Diligence

ODD360 is the leading operational due diligence platform. Unlock efficiency, reduce risk, and act with greater insight.

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

Product Operational Due Diligence icon

Operational Due Diligence

Product DDQ/RFP Management icon

DDQ/RFP Management

Product ESG/Diversity Data Collection icon

ESG/Diversity Data Collection

Product Form ADV Regulatory Monitoring icon

Form ADV Regulatory Monitoring

Product Investment Due Diligence icon

Investment Due Diligence

Operational Due Diligence Platform - ODD360 - Investor Edition

ODD360 brings dramatic efficiency improvements to the current manual process that most investors follow.

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Current 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.

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Current 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.

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Current 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

Ready to see it live or get started?

Resources

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