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Diligence Vault
Overview
Diligence Vault is a software company based in the United States, founded in 2014, that specializes in document intelligence solutions for the financial services sector. With a workforce of 51 to 200 employees, the company focuses on enhancing operational efficiency and data management within asset management and investor relations. Their recent publication, the "2025-26 Global Manager Survey Insights," highlights key industry trends, emphasizing the need for a transition from traditional document management systems to more dynamic, AI-ready infrastructures. The report reveals that a significant portion of the industry still relies on outdated methods, such as shared drives and Word documents, which hampers productivity. Diligence Vault advocates for the adoption of standardized data practices to improve workflow velocity and facilitate better engagement with allocators. The company is committed to providing tools that enable firms to evolve from manual processes to a more integrated, data-driven approach, positioning themselves as a resource for organizations seeking to navigate the complexities of fundraising and investor engagement in a rapidly changing landscape.