Support: (617)-439-7310 Sales: (877)-700-1921 Request a Demo
Support: (617)-439-7310 Sales: (877)-700-1921 Request a Demo

Due Diligence

Ledgex Systems is transforming the way asset managers, fund of funds, endowments and foundations (E&F), family offices, pensions and consultants manage their portfolios, make investment decisions and meet investor demands. The powerful Ledgex Platform combines portfolio management and accounting, manager research and due diligence, liquidity management and investor reporting into a single platform.

Ledgex Due Diligence allows firms to more effectively manage the complete manager due diligence process by standardizing and uniformly recording the quantitative and qualitative due diligence information gathered on a manager.

Due Diligence Features

  • Standardize and quantify firm-wide judgments on prospective and invested managers using Ledgex’s customizable due diligence scoring system
  • Collect, aggregate and report on quantitative and qualitative due diligence data in a consistent format to methodically guide evaluation and selection
  • Conduct peer analysis of key review factors among peer managers
  • Easily define and oversee due diligence follow-up procedures and processes for research analysts and monitoring managers
  • Track due diligence call notes and track task management

Learn more about the other Ledgex modules:


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