Diligentsia's mission statement:
Diligentsia’s mission is to harness AI to enable cost effective corporate due diligence by SME’s, their advisors and investors.
Diligentsia is a UK company whose mission is to help companies grow faster, raise more investment, or exit, more quickly at the higher valuation with less risk. The founders have taken companies from start up, through funding to exit and IPO – we have been on similar journeys to you! Just as Seed Legals has streamlined the investment document process, and Vestd has streamlined the share issue space for smaller companies, Diligentsia does the same for the diligence process.
We can offer you the opportunity for improved portfolio returns and increased carry. What impact would Diligentsia enabling you to avoid one dud investment a year?
How can Diligentsia help PEs?
We can help PEs in the following ways.
INVESTMENT STAGE:
Early deal filtering
More efficient DD
Enables PE focus on high-value parts of DD
Shorter transaction time
More certain outcome
GROWTH STAGE:
Integrate your own metrics/reports
Include in 100-day plan – will speed it up
Ongoing DD built into monitoring
Standardization of data room index across portfolio companies
Cross-portfolio dashboard of completeness/readiness/risk
Benchmarking
Can automate & track other portfolio management checklists
EXIT STAGE:
Company permanently “exit ready”
Quicker, more certain transaction
Higher valuation of well organized clean company
Features specifically for PE firms:
A FREE dashboard if you onboard a minimum of five investee companies
Automated front-end deal qualification widget
Automated due diligence checklist creator
Automated BVCA disclosure letter schedule with completeness and risk scoring
Automated Directors' Questionnaires
Cross-client benchmarking
Please see this work video on how we can help your firm...
The best way of determining value is to quickly try our platform with the company of your choice - no commitment required...our AI generated reporting is immediate....
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FAQs
Q: Can PE firms manage multiple portfolio companies on Diligentsia?
Yes, the platform supports multiple companies under one account.
Q: Can Diligentsia’s tools be customized for specific industries?
Yes, tailored checklists and reports are available based on industry requirements.
Q: How secure is the data PE firms input?
Diligentsia uses encryption and adheres to GDPR for data security.
Q: Does Diligentsia offer tools for exit planning?
Yes, it supports exit planning with automated due diligence tools.
Q: What kind of certifications can PE firms use?
PE firms can help their companies achieve Bronze, Silver, or Gold certifications.
Q: Does Diligentsia integrate with third-party data providers?
Yes, it integrates with Companies House and LinkedIn for streamlined information gathering.
Q: Are ESG assessments included for PE firms?
Yes, ESG assessments can be conducted through Diligentsia’s ESG expansion pack.
Q: Can PE firms export data for external use?
Yes, data and reports can be exported for external audits or investors.
Q: Is customer support available for PE firm users?
Yes, dedicated 24/7 support is provided for PE clients. You can send messages and ask questions through the button at the bottom right of our website.
Q: Can Diligentsia help firms in multiple jurisdictions?
Yes, we support global operations.
Q: Is there a free trial for PE firms?
Yes, PE firms can start with a free plan to explore basic features before upgrading.
Q: What are the key benefits of using Diligentsia for PE firms?
Time saving, automated due diligence, risk reduction, and simplified compliance tracking.
Troubleshooting
Q: What should PE firms do if they encounter discrepancies in due diligence reports?
A: Diligentsia highlights discrepancies in real-time and provides tools to reconcile conflicting information efficiently.
Q: Can Diligentsia help if a portfolio company is not “exit-ready”?
A: Yes, the platform generates a tailored action plan to prepare the company for a smoother and quicker exit.
Q: What if PE firms want to include custom metrics in dashboards?
A: Currently, Diligentsia does not allow PE firms to integrate custom KPIs and metrics. Dashboard is standardized for everyone.
Q: How can PE firms deal with inconsistencies in data across portfolio companies?
A: The platform standardizes data inputs and provides validation checks to ensure uniformity across all portfolio companies.
Q: How can PE firms track the readiness of multiple portfolio companies simultaneously?
A: Diligentsia’s cross-portfolio dashboard provides a real-time overview of each company’s readiness, completeness, and risk levels.
Q: Can Diligentsia assist if a portfolio company is undergoing restructuring?
A: Yes, the platform provides tailored support for due diligence during restructuring, including updated risk assessments and checklists.
Q: What if PE firms encounter technical issues with the platform?
A: Dedicated technical support is available 24/7 to resolve any issues promptly, ensuring minimal disruption to your workflow.
Q: How can PE firms identify early-stage red flags in potential investments?
A: Diligentsia’s early deal filtering tools highlight risk indicators, enabling PE firms to avoid problematic investments early on.
Q: What if a portfolio company is reluctant to adopt Diligentsia’s tools?
A: Diligentsia offers onboarding support and training sessions to help portfolio companies understand and embrace the platform’s value.
Q: How can PE firms ensure confidentiality during due diligence?
A: The platform provides advanced access controls, ensuring that only authorized personnel can view sensitive information.
Q: Can Diligentsia support PE firms in managing ESG-related risks?
A: Yes, the platform includes ESG-specific modules to identify, track, and mitigate environmental, social, and governance risks.
Q: How can PE firms demonstrate value addition to investors using Diligentsia?
A: By leveraging benchmarking tools, risk reports, and readiness scores, PE firms can present quantifiable improvements across their portfolio.