We take the security of your data seriously. For this reason we ask that each time you login to our platform we can check that it is really you logging on by sending a confirmation text to your phone, or to your authenticator, or to your email address. This is called the 2 -Factor Authentication(2FA). You can choose which source to verification use in your User Profile.

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2-minute Test From Dashboard is a test to quickly demonstrate the power of the platform. For users that have registered onto the platform, the test can be found in your Core Workspace on your Company Dashboard. It consists of 29 questions tailored to your company/industry, a bespoke report, a test certificate and free KPI Report for your company. The test can also be accessed directly from the Diligentsia web home page without any need to register until the end of the test (if the visitor wishes to create a FREE account and store the test report and KPI report).

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2-minute Test From Home Page is a test to quickly demonstrate the power of the platform. For users that have registered onto the platform, the test can be found in your Core Workspace on your Company Dashboard.

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The process where the Diligentsia account owner adds a new company to the platform through the Company Index. Advisor and investor Diligentsia account owners in Portfolio Pro can also add their companies to their Advisor Client Index and Investor Portfolio Index respectively. (Emails are then sent to the company’s designated contact (normally the CEO) for authorization.

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An owner can add multiple companies to a Company Index and create a group designate each a parent, subsidiary or associated company within the group. This can be done either from the “Add Group” function on the Company Index, or the “Group Info” button within Company Settings. The platform cannot currently designate sub-subsidiaries.

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A user of the Diligentsia platform with admin rights.

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An owner on the Diligentsia platform has admin rights is able to access functionality such as being able to delete a company in Company Settings, set up other companies, and add users or change their user permissions.

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A third-party professional advisor, such as an accountant or lawyer, who wishes to work with the company, and who may either be invited onto the platform by the already registered/created company, or who can create client companies on the Advisor Client Index within the Portfolio Pro module. We have built a separate module for advisors.

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The Diligentsia platform uses generative AI – Microsoft Bing, Google Bard and Open AI’s Chat-GPT.

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The Diligentsia platform records changes in each module into an Audit Log so that you can see what changes have been made, when and by whom.

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An associated company is a company where a parent owns between 20% and 49% of a second company.

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The Business Audit module assists a company to undertake a review of each of the twenty sections of the Folder Structure; there are 10 questions in each section – bespoke to the company’s activities, objectives (investment ready, growth ready or exit ready), state of development (pre-revenue, post-revenue early stage and mature) and industry.

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In the Benchmarking module, you can compare your performance against comparable businesses on our platform. Advisors can compare across their client companies, and investors across their portfolios. You can compare by module or by section.

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When you complete various modules, we use an algorithm to merge your completeness score and risk scores into one overall score. If you perform well enough you can gain a Diligentsia unaudited bronze, Silver or Gold certificate. Bronze certification suggests that your company has reached a self-audited stage of having the basic corporate information in place within your company. As you complete more modules and improve your completeness and risk scores, you can progress from silver certification to gold certification. If you wish, you can ask your accountant or lawyer to complete our checklists in Diligentsia Pro Plus, and you can receive a third-party audit certificate to show third parties.

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Companies registered under the Diligentsia Pro plan can work towards bronze (basic), silver (potentially investible) and gold (sophisticated) unaudited self-certification. They can also apply for Diligentsia Pro Plus if they want third party audited certification. The concept behind this is that companies can hold out their degree of investment/exit readiness to investors and purchasers.

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Client Benchmarking is the benchmarking of companies against each other within a portfolio – whether in terms of total completeness and/or risk, or within each section within the Folder Structure.

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The Advisor Client Index view is used by advisors to monitor their client portfolio of companies on one page. From here, users authorized to see a particular company can click through to that company’s Company Dashboard.

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This is the main dashboard for an individual company which displays all the modules, whether they have been activated, and the completeness scores and risk scores for each module. You can also shortcut to modules reports, company settings etc. and see what additional features would be unlocked were you to upgrade to the next plan. Think of it as your control center.

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The Company Index view is used by companies to monitor all the companies (if a group) on one page. From here, users authorized to see a particular company can click through to that company’s Company Dashboard.

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We want to bespeak our platform to your objectives to make it more valuable for you. As part of the picture we build, we ask you when you add your company on the platform to choose from three objectives for the company to improve its performance – “investment ready”, growth ready” or “exit ready”.

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We have created a Company Settings module where all the core information about your company, its various settings is centralized in one place for you to access and control your use of the platform. This includes UK Companies House registered information about the company, subscription and billing information, its address and website etc. It also enables control of which colleagues can access which modules on the platform​.

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The completeness score is calculated on each module in real time as you complete it so that you (and third parties if you authorize them) can see the extent to which you have completed all the questions/sections of a module. The degree of completeness is an important component in the certification process. You can always return to a section to complete it further.

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We refer to Diligentsia's file storage as the Data Repository, which includes the ability to sync with your cloud storage on platforms like Dropbox, Sharepoint, or Drive. This process involves two steps:

1. Initially, you connect your Diligentsia Data Repository to your chosen cloud provider, creating a duplicate Diligentsia folder structure, known as your Data Room.

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2. Subsequently, you can sync your Diligentsia Data Repository with your Data Room. For Dropbox and Sharepoint, you can also copy files from your cloud folders to your Data Room, and these changes will sync back with the Diligentsia Data Repository. Please note that this functionality is not available with Drive due to Google's restrictions.

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The Core Workspace is the core area of your Company dashboard containing your key modules in your plan – Company Settings, 2-Minute Test, Data Repository, Business Audit and Certification modules.

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The Diligentsia file storage module is at the core of our platform. Diligentsia Lite has 20 sections. Diligentsia Pro has 160 subfolders within the 20 sections. Our data repository module is where you centralize all your company’s key corporate files. We take you through a checklist process of uploading your key files. Or you can use the Diligentsia Filing Assistant and dump/import all your folder/files into it, and we can automatically allocate hundreds of files into the various folders for you. You can move files/copy files, and we have a de-duper feature. This module has audit logs, completeness scoring and data repository reporting. You can also create and connect and sync a backup Data Room with your existing cloud provider.

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There are a number of reports relating to the Data Repository - including a list of files in the the repository, the file manager and audit logs.

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This is the list of sections which collectively make up the Data Repository. It consists of a core set of sections (20 for Diligentsia Lite). In Diligentsia Pro, there are over 160 subsections, plus user-defined sections and expansion pack sections.

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We duplicate the Diligentsia folder structure within your chosen cloud provider, naming it your Data Room. You can then sync your Diligentsia Data Repository with your Data Room. Currently, we support connections to Drive, Sharepoint, and Dropbox, with plans to expand this list.

If you already have a Data Room from providers like Seedlegals, iDeals, Datasite, or Ansarada, our Diligentsia Filing Assistant can automatically organize your existing data room folders and files into our comprehensive Data Repository structure, including 20 sections in our Diligentsia Lite plan and 160 subfolders in our Diligentsia Pro plan.

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It could be that the same file has been uploaded to different places in within the Diligentsia platform. Sometimes this is desirable – for example a Director’s CV could be stored in several places on the platform. Our Diligentsia Filing Assistant sometimes deliberately files the same file in several different folders within the Data Repository. Our deduper function searches across the platform, identifying not only duplicate files, but also different versions of the same filename, and bring these all together into a module for you to review, and deduplicate (or move or copy). This feature can be found within the Data Repository.

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The Due Diligence Checklist Module allows anyone, having input only a 5 pieces of information, to automatically create a sophisticated due diligence checklist on any company. It will be bespoke to take into account the company itself, its industry, its objectives and its stage of development. You can choose 20/50/100 question checklists and in addition add up to five of your own questions to the checklist. This is primarily aimed at investors but can be used by advisors undertaking Know Your Customer (“KYC”) checks, or companies looking to merge or acquire.

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This is an AI bot which enables you to dump all the folders and files you want to import into our Diligentsia Data Repository with our assistant, and it will automatically allocate your files within our folder structure. You can then move files/copy files and use our deduper if you want to amend the allocation. We allocate based upon your file names, not the file contents (we don’t look inside your files). This feature makes it easy for you to take data room files from elsewhere and put them into our Data Repository with minimal effort. As with all our modules, there is an Audit Log and reporting.

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Diligentsia Free is our plan on which users trying us out via the 2-minute test from the dashboard (as opposed to the dashboard 2-minute test) are started. Under this plan you get to keep your 2-Minute Test report and FREE bonus KPI report. You can then upgrade from this plan subsequently. For more information on our plans, please see Diligentsia Plans & Pricing.

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Diligentsia Lite is our entry level plan with access to Data Repository and Business Audit. For all its features please see Diligentsia Plans & Pricing.

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The Diligentsia Portfolio Pro plan is designed for advisors and investors. Under this plan, we provide a FREE dashboard and additional monitoring functionality, automated due diligence checklist building and portfolio benchmarking. For more information on this plan, please contact us here.

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The Diligentsia Pro Plan is our most popular plan. More comprehensive that the Diligentsia Lite plan, it which opens up a bunch of additional modules and more sophisticated bespoke AI reporting and certification. For all its features please see Diligentsia Plans & Pricing.

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The Diligentsia Pro Plus plan is designed for companies requiring third party auditing of their Diligentsia certification. For more information on this, please contact us here.

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Investors want to know the details and backgrounds of the key people they invest in. They frequently ask management directors (and sometimes senior managers) to complete a set of questions around their history, any criminal convictions, court judgements etc. Diligentsia has created an Expansion Pack module to automated this process to make it speedier for everyone involved. We pre-populate some of the fields from Companies House etc, and enable the company to manage the process, with completeness and risk reporting etc. Satisfactorily completing this module is a requirement for gold certification.

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Some investors require an Environmental, Social & Governmental (ESG) assessment prior to investment. Whilst this subject is covered in the Business Audit, we have a created an expansion pack module with 100 questions to diligence this area of your business in more detail. The module uses AI to tailor it to your particular industry and company. This additional module can be accessed via your Company Dashboard.

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Exit Ready is one of three company objectives from which you select when you first register a company. We then bespeak the platform to maximise its relevance to your company. You can change your objective in Company Settings (coming soon).

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Diligentsia has created a number of additional modules, some of which you may require for your business and its circumstances, some of which you won’t. They can be purchased as needed and added to your subscription plan. You will require a Pro subscription to access these additional modules. You can find out more on on each one currently available on your Company Dashboard. We have more planned. There are Function Expansion Packs and Industry Expansion Packs.

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This feature enables you to see what files are contained in a particular section of the Data Repository or Expansion Pack. You can copy/move/edit/delete files and you can see where the file originated if it was synced from elsewhere or was pre-populated, from, for example, Companies House.

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The core of the Diligentsia platform is the Diligentsia Folder Structure. This contains the central filing cabinet sections e.g. Key investor documents, legal, insurance, financial etc. Each section has a folder within the data Repository. In Diligentsia Lite there are 20 sections, whilst in Diligentsia Pro there are roughly 140 sub-folders (and even sub-sub folders so that you can better organize more information. The folder structure can best be viewed in your Data Repository. Having a common folder structure across your companies saves everyone lots of time.

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Function Expansion Packs are expansion pack modules that assist with reviewing and receiving recommendations on functional aspects of your business – such as software development processes, or activities around Environmental, Social and Governmental.

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When you complete various modules, we use an algorithm to merge your completeness score and risk scores into one overall score. If you perform well enough you can gain a Diligentsia unaudited Bronze, Silver or Gold certificate. Gold certification suggests that your company has reached a self-audited stage of having sufficient corporate information in place within your company to be regarded “sophisticated” although we do not guarantee this in any way and an investor must undertake his own due diligence. As you complete more modules and improve your completeness and risk scores, you can progress to gold certification. If you wish, you can ask your accountant or lawyer to complete our checklists in Diligentsia Pro Plus, and you can receive a third-party audit certificate to show third parties.

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Diligentsia’s platform enables you to add all the companies in your group (if you have a group), to the platforms. You can designate one company a parent, and other companies as subsidiary to it (more than 50% share ownership) or associated to it (between 20% and 49.9%).

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Growth Ready is one of three company objectives from which you select when you first register a company. We then bespeak the platform to maximize its relevance to your company. You can change your objective in Company Settings (coming soon).

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Industry Expansion Packs are expansion pack modules that assist with reviewing and receiving recommendations in relation to your business sector – such as insurance or retailing. We create bespoke packs for any of the over 700 industry sectors.

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Investment Ready is one of three company objectives from which you select when you first register a company. We then bespeak the platform to maximize its relevance to your company. You can change your objective in Company Settings (coming soon).

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Within the Diligentsia platform, an “investor” could be an angel investor, angel network, venture capital group (“VC”), private equity group (PE”) or a debt lender. We have an investor module with a bunch of features created to add value to their activities. Our investor dashboard is FREE if an investor adds a minimum of 5 companies to it in order to diligence or monitor them.

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The Diligentsia Platform has three core modules – company module, advisor module, investor module. We have an investor module with a bunch of features created to add value to their activities. Our investor dashboard is FREE if an investor adds a minimum of 5 companies to it in order to diligence or monitor them.

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Key Performance Indicator (“KPI”) reporting is a FREE bonus KPI Report in which we provide you with our view of the top ten KPIs that you can use to monitor your business performance against, and review on a quarterly basis. In time you will be able to benchmark your company’s performance with other companies on the platform and slice a dice by size, stage of development. and industry.

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All advisors are required to undertake Know Your Customer “KYC” checks on new clients. We have created an automated module to facilitate and track this process. You can find it on the Advisor Client Index.

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This is one of three stages of development from which you select when you first register a company. We then bespeak the platform to maximize its relevance to your company. A mature company is one which is probably long-standing and profitable. You can change your objective in Company Settings (coming soon).

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Within the Diligentsia platform the first person to create an account and add their company is designated the company “owner”, with full admin privileges. The owner can then invite additional team members and designate them additional owners, or “users” and within the User Management section of that company’s Company Settings, determine which areas of the platform and functionality each user can have.

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If your company part of a group of companies, on the Diligentsia platform you can designate the topco as the “parent” and others as subsidiary (where parent owns 50% or more) or associated (where parent owns 20% to 49.9%).

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We have a number of subscription plans for companies at every stage of development, their advisors and investors. More information, and the opportunity to purchase and /or upgrade can be found here…Subscriptions & Billing.

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The Investor Portfolio Index view is used by investors to monitor their investee company portfolio of companies on one page. From here, users authorised to see a particular company can click through to that company’s Company Dashboard. There are also a number of additional modules of specific interest to investors accessed via this dashboard e.g. diligence checklist creation module, benchmarking module.

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Post-Revenue Early Stage is one of three stages of development from which you select when you first register a company. We then bespeak the platform to maximise its relevance to your company. A post-revenue early-stage company is one which is sometimes referred to as ready for Series A investment. You can change your objective in Company Settings (coming soon).

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Our mission is to make life easier for you on the Diligentsia platform. Where we can, we pull in information from third party sources to prepopulate sections of the Data Repository, Directors’ Questionnaires and Company Settings etc. For example, we pull as much information as we can from Companies House and automatically populate the platform for your review. Files pulled from different sources are shown in different colours in the File Manager so that you can see their origin. Everything is logged in the Audit Log for each module.

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Pre-revenue is one of three stages of development from which you select when you first register a company. We then bespeak the platform to maximize its relevance to your company. A pre-revenue company is one which is sometimes referred to as ready for seed investment. You can change your objective in Company Settings (coming soon).

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The Risk Score is calculated on each module in real time as you complete it so that you (and third parties if you authorize them) can see the degree of risk exposure your answers provide. The degree of risk is an important component in the certification process. You can always return to a section to complete or update it further as you undertake improvements and rectification of weaknesses within a section.

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When you complete various modules, we use an algorithm to merge your completeness score and risk scores into one overall score. If you perform well enough you can gain a Diligentsia unaudited Bronze, Silver or Gold certificate. Silver certification suggests that your company has reached a self-audited stage of having sufficient corporate information in place within your company to be “investible” although we do not guarantee this in any way and an investor must undertake his own due diligence. As you complete more modules and improve your completeness and risk scores, you can progress to gold certification. If you wish, you can ask your accountant or lawyer to complete our checklists in Diligentsia Pro Plus, and you can receive a third-party audit certificate to show third parties.

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Some investors require a more detailed assessment of your company’s I.T. infrastructure and practices prior to investment. Whilst this subject is covered in the Business Audit, we have a created an expansion pack module with 100 questions to diligence this area of your business in more detail. The module uses AI to tailor it to your particular industry and company. This additional module can be accessed via your Company Dashboard.

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A subsidiary company is one where its parent company owns 50% or more of its shares. You can create a group of companies via the Company Index.

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Synchronization (“Sync”) is the process of synchronizing two file stores so that they mirror/duplicate each other – in the case of the Diligentsia this occurs most often with the “Sync All” and section “Sync” buttons in the Data Repository which sync files to a Data Room. This includes reverse sync, where files added to the Data Room are duplicated and mirrored in the Data Repository.

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Synchronizing two file stores so that they mirror/duplicate each other – in the case of the Diligentsia this occurs most often with the “Sync All” and section “Sync” buttons in the Data Repository which sync files to a Data Room. This includes reverse sync, where files added to the Data Room are duplicated and mirrored in the Data Repository. Under this feature the whole of the Folder Structure is synced, rather than just one section.

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Your User Profile module can be accessed via the left-hand sidebar, and is the place where we store all relevant information about you as a user, including email contact address, passwords, telephone number, 2-factor authentication settings, profile picture, LinkedIn link etc.

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Within the Diligentsia platform the first person to create an account and add their company is designated the company “owner”, with full admin privileges. The owner can then invite additional team members and designate them additional owners, or “users” and within the User Management section of that company’s Company Settings, determine which areas of the platform and functionality each user can have. Each user has an account created in their name, and their user settings can be found in their User Profile. Their permissions can be changed via User Management with Company Settings.

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This is the process from the diligentsia.co.uk website home page where a user logs into the platform. Their login is verified via 2-Factor authentication, the settings of which can be added/edited via your User Profile.

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We have provided an account owner the tools to invite/add additional users to the platform. Some account owners will wish to limit an individual user to only part of the file index e.g. limit access to HR records or Director information. The settings and permissions are contained in the User Management section of the Company Settings.

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This is the process from the diligentsia.co.uk website home page where a visitor to the site sets up an account on the platform for the first time. They may be an owner who comes to the site to set up a company and then invite additional users to register onto the platform to access that Company (or Group). The process of registration and setting up your company is free.

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This is the process that occurs at the end of the process whereby a visitor to the platform completes the 2-minute test and wishes to store the results on the platform for their company. They may be an owner who comes to the site to set up a company and then invite additional users to register onto the platform to access that Company (or Group).

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This is the process that occurs where an account owner invites additional users to register themselves as a user on the platform.

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Is normal practice for an investor to ask for directors and or/company warranties in relation to their investment. We have simplified and standardised the process with the creation of a function expansion pack which replicates the British Venture Capital Association (“BVCA”) standard disclosure letter. More information on this module can be found here - Warranty Disclosure Schedule.

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