More efficient use of staff time, faster turnaround and greater compliance to regulations with increased accuracy

Automate the quarterly due diligence questionnaire report process

The economic crisis has brought about an increased focus on the due diligence process. Firms want more information and data on your investment process and on a more frequent basis. You already run a quarterly “fire drill,” pulling together all of the data, information and analysis that is necessary to provide to the sponsors, data vendors and other parties you work with in all of their various required formats. On top of that if you have multiple portfolio strategies, along with multiple firms to whom you must supply data, you know it is a stressful drain on resources. To help our clients better manage this due diligence headache, we have developed QuestionnaireHub™. 

QuestionnaireHub™ is a secure, web-based application that helps consolidate all of your data-gathering needs, store the results and allow you to provide the information to your users in the formats they require. We have combined all of the questions from the major sponsor programs, so you answer each question only once. The QuestionnaireHub can then generate all the documents the sponsors are expecting in their predefined formats. It is an easy, accurate, secure and repeatable quarterly process. Our global service bureau supports initial data uploading, getting added to the system is quick and easy, and you own your data. You can easily copy forward or roll the previous quarter’s data, as well. We also have dash boards that help you manage the process through out the cycle.

In addition, with your data now securely stored in one database you can leverage this for meeting other needs. We have add an CFI sample RFP response as an example of how the QHub can help meet all of your data needs.

For the QuestionnaireHub brochure Click Here.

To learn more or see the QHub in action, contact: