Client Success & Growth Manager

DiligenceVault is a financial technology company that has developed a comprehensive, two-sided digital diligence platform for the investment management industry. Founded in 2014, the company addresses the historically manual, cumbersome, and document-heavy process of due diligence. The platform serves a global ecosystem of institutional and wealth investors, asset allocators, and asset managers, facilitating a more efficient, data-driven approach to decision-making. By digitalizing and automating workflows, DiligenceVault empowers its users to streamline manager research, operational due diligence, ESG data collection, and regulatory compliance. The platform supports a wide array of investment strategies, including ETFs, mutual funds, hedge funds, and private markets.

The core of DiligenceVault's offering is its ability to centralize and structure vast amounts of data, transforming it from static documents into actionable insights. For investors and allocators, this means significantly reducing the time spent on manual data collection and analysis, allowing for a greater focus on strategic evaluation. For asset managers, the platform provides tools to manage RFP and DDQ responses, centralize investor content, and collaborate effectively as a team, ultimately delivering a more responsive and modern experience to their clients. With backing from strategic investors like Goldman Sachs and a user base of over 70,000 across more than 15,000 firms, DiligenceVault is a key player in the digital transformation of the investment management landscape. The company maintains a global presence with teams in major financial hubs such as New York, London, Singapore, and India, ensuring comprehensive support for its international clientele.