DiligenceVault SuperbOwl Edition: Bring Your Secret Sauce to the Big Game!

DiligenceVault SuperbOwl Edition: Bring Your Secret Sauce to the Big Game!

This weekend’s football game of the New England Patriots vs. the Philadelphia Eagles marks the biggest sports-centered holiday in the US, replete with office pools, parties, beverages, foodfests, the cultural karma of the commercials and the half-time show, and a great deal on a mattress – something for everyone! But the main attraction is the story of high performance and a great contest of

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As Good As It Gets - 2018 Outlook

As Good As It Gets - 2018 Outlook

'Tis the season of macro and investment outlooks as folks consider what’s in store for 2018. So we decided to take some 15+ views from various banks and investment houses, and to juxtapose two analyses – human review and machine review. The overall theme is nicely summarized by Howard Marks in his memo – Latest Thinking: The U.S. economy is chugging along, and the

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We Are Growing! - 5 Things to Know About Us

We Are Growing! - 5 Things to Know About Us

Closing out a fun filled 2017, we are looking to grow our team by at least 30% in 2018. As we expand, we are taking the time to pen what you have told us is most important to you, our clients and our community, which has driven the 5 core things that we do, and will continue to do in years to come: 1.

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Diligence Framework for Blockchain

Diligence Framework for Blockchain

The Questions Du Jour in 2017: Does DiligenceVault employ blockchain technology? Does DiligenceVault offer diligence questionnaire for blockchain investing? The answer to former is Not Yet, and latter is Yes. So thought this focus on diligence for blockchain could be a nice way to close the year, especially as new investment options are knocking on the investors door. Almost all institutional investors and asset

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Optimizing Returns On A Technical Debt Portfolio

Optimizing Returns On A Technical Debt Portfolio

Technical debt is a term coined by Ward Cunningham to describe the cumulative consequences of corners being cut throughout a technology product's design and development cycle. In other words, it's the sum-total of longer term consequences of poor decisions / design choices - typically taken with the purpose of achieving rapid growth in product development and faster time to market. Valuing Technical Debt How would

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How Do You Innovate with Your Clients?

How Do You Innovate with Your Clients?

Digitization and digitalization are accelerating in the asset management industry in response to new growth strategies, differentiation strategies and margin compression. At DiligenceVault, more than three quarters of our engagements are with B2B buyers who do not have significant investment in this space, but are looking to change that. Our learning experiences from the past year have prompted this sequel to How Do Firms

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