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

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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

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Why Did We Adopt Microsoft Azure?

Why Did We Adopt Microsoft Azure?

When we started building our SaaS platform in mid-2014, it was clear that we were going to the cloud. As many of you contemplate hosted offerings, the path we traveled may be of interest for you. Following extensive research and discussions around architecture customization and control, security considerations, and ROI, we concluded that our time was better spent building a platform that addresses key

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The Rise of Integrated InvestTech

The Rise of Integrated InvestTech

Almost one year ago we published our first blog on InvestTech. Over the past year we have seen significant development in this dynamic space. The universe has consolidated as some firms have been acquired, others have merged, and a few have ceased operations. Salient strategic transactions include: Blackstone, CPPIB and GIC form a consortium to acquire 55% of Thomson Reuters finance & risk business

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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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