In an ever more sophisticated governance, risk and compliance environment, OpsDiligence provides a powerful set of diligence tools which can be applied to every external fund, account and manager relationship in a portfolio.
OpsDiligence is Castle Hall's suite of Operational Due Diligence services, designed to provide institutional allocators and intermediaries with flexible diligence solutions to be deployed at each stage of the investment lifecycle - Screen | Onboard | Monitor.
OpsDiligence offers a comprehensive suite of diligence tools across 3 Steps:
With Castle Hall, investors can conduct consistent, evidenced and auditable due diligence across all external asset manager relationships - irrespective of asset class.
Powered by DiligenceHub, our award winning online diligence platform, OpsDiligence allows in-house diligence staff to move up the value chain. Using Castle Hall to gather core diligence data, internal staff can provide oversight, focus on exceptions, and engage with managers in higher quality discussions.
OpsDiligence includes:
- DiligenceExpress - Form ADV Free, and Reputational Diligence - Public Records Review & Monitoring
- DiligenceExchange
- DiligenceProfessional
We hope the DiligenceHub Help Center will provide quick answers to your questions as you as you begin to use the app. Please browse the articles at your convenience - and, of course, feel free to send a support ticket or live chat with our team if you have questions at any time.