Operational Due Diligence for Investors

ODD360 brings dramatic efficiency improvements to the current manual process that most investors follow, from Pension Funds, to Sovereign Wealth Funds, Fund of funds, Endowments & Foundations, Private Equity Investors, Insurance Companies and beyond.

Increase efficiency by 50%+

Through automated workflows, collaboration, and automated report generation in a centralized source of truth available in real-time in the cloud.

Digitize your own DDQs and Automate Scoring

Benefitting from industry-standard templates from AIMA, ILPA, and more. And, giving you a unified view of investment operations, down to the Manager, Fund or Strategy level.

Improve quality & effectiveness

Through enhanced reporting including dynamic dashboards, question level benchmarking, and time series analytics.

Digitize your own DDQs and automate scoring

  • Leverage a full questionnaire editor that updates in real-time in the Cloud.
  • Benefit from industry-standard templates from AIMA, ILPA, and more.
  • Or, easily upload your own proprietary questionnaires in any format (PDF, Excel, Word, etc.).
  • Save time by prepopulating DDQ data with previous Manager answers.
  • Make your team more efficient through a rules & workflow engine for internal delegation, custom reminders, scheduling of DDQ kick-off, and much more.
Digitize your own DDQs and automate scoring

More efficiently fill reporting and analysis requirements

  • With the DDQs digitized you’ll be able to benefit from the ability to easily extract data for reporting and analysis requirements, or audits, in a matter of minutes.
  • Additionally, you can run benchmarks across all managers at a detailed level.
  • And, produce reports in either DOCX, PDF or PPTX formats with any data extract in the application (from Manager data, to Issues & Findings data or anything in the DDQs).
More efficiently fill reporting and analysis requirements

Manage all your funds and strategies data in a single place

  • Benefit from a unified, 360 degree view of investment operations, with the ability to drill into the Manager, Fund or Strategy level.
  • Centralize all documents in a single library, and leverage powerful search capabilities within your documents and library.
  • Collaborate more efficiently internally through adding comments & tagging users.
  • Track what happened over time with a detailed audit trail for all communication.
  • Easy data import and export via our Open APIs.
Manage all your funds and strategies data in a single place

Improve quality and make the process smarter with 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.
Improve quality and make the process smarter with dynamic dashboards & detailed analytics

Deftly track issues & findings through remediation

  • Surface issues, with their status and severity for each DDQ.
  • Publish issues to Managers and interact with them to resolve with updates.
  • Collaborate internally with others users in your company more quickly remediate.
  • Create action plans and manage progress from start to finish.
Deftly track issues & findings through remediation

More effectively collaborate with investment 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.
More effectively collaborate with investment managers & 3rd parties

Ready to get started?

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