Diligently

A blog by DiligenceVault

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Attitudes & Latitudes: Notes from the Tech Side of Investment Management

The investment management industry is known, from the outside, for many things. In a few words: high stakes and important work, high-performing individuals, and long but...

Data Disintermediation: The Gift that Keeps on Giving!

The investment management industry runs on data. Organizations build their businesses around carefully constructed, disciplined processes of collecting and analyzing information that are designed to give...

When Diligence Goes Digital

Defining the Digital Diligence Moment: When the investment management industry no longer depends on emails, multiple Word documents, and PDFs to exchange diligence information, and instead...

Delivering in the Experience Economy

Future economic growth lies in the value of experiences and transformations--good and services are no longer enough. Joseph Pine of Columbia and James Gilmore of UVA...

Building a Data Legacy for Your NextGen

Given the significant investments of time, talent and money in the ecosystem around data, there’s no question that data is poised to be one of...

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...

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...

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...

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...

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...

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...

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,...

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