The Automation Within - from & for Millennials

The Automation Within - from & for Millennials

Speed and agility are competitive advantages that drive innovation. A counterweight is a competing goal of quality, which cannot suffer in the quest for speed. How can you achieve both with the same amount of resources? By: Automating repetitive, rote, manual tasks in internal operations Maximizing technological integration, enabling better flow of insights and reducing error Continuing to provide greater automation to our users

Read more

Why 1000 Days?

Why 1000 Days?

As I was contemplating embarking on an entrepreneurial journey, my parents, both entrepreneurs, shared a few pearls of wisdom: If you don’t have the staying power for 1000 days, don’t bother quitting your current position. The importance of the 1000 days wasn’t evident pre-venture, but post-venture it became evident quickly and helped me turn early setbacks into learning lessons. When you

Read more

Process Matters – Workflow Technology Empowering People

Process Matters – Workflow Technology Empowering People

Perhaps you are a large investment firm looking to create a culture of excellence that will perpetually attract top talent and dominate your market. Alternatively, you may be an accomplished group at a small boutique looking to punch above your weight and innovate your way to market leadership. Either way, you need to harness the skills of your people in a systematic way so

Read more

Disrupting How We Manage Documents

Disrupting How We Manage Documents

A document is a representation of thought that is written, drawn, presented, or memorialized. Over the years documents have evolved as a means to structure a finite set of information to be shared or stored. In asset / investment management, documents constitute the code to life, and they are central to all transactions. From Containerization to Source of Information Loss The proliferation of documents started

Read more

Women Leading Investment Management & Tech

Women Leading Investment Management & Tech

As an entrepreneur at the intersection of Investment Management and Technology, I experienced unconscious gender biases when we started pitching the DiligenceVault platform to users and investors. Our ability to succeed despite these biases inspired this blog and research around women-led investment offices, asset managers, and InvestTech / AssetTech firms. It’s been both educational and inspiring to recognize and celebrate diverse risk takers who

Read more

InvestTech Build vs. Buy - System vs. Product

InvestTech Build vs. Buy - System vs. Product

At DiligenceVault our clients and prospects engage with us as they move to improve efficiencies in their business. They often tell us they are considering whether to build a proprietary tech system to support their diligence or investor relations process or to buy existing product. Here’s what we can suggest from our collaboration with them. Defining the End Goal Start with being clear

Read more