Since 2007, Castle Hall has worked with institutional investors, fund of funds, family offices and endowments and foundations worldwide to conduct operational due diligence on their behalf.
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.
OpsReview is Castle Hall’s flagship onsite due diligence process, delivering a comprehensive diligence assessment of each manager and fund. OpsReview provides detailed due diligence coverage for material manager allocations, higher risk managers and more complex asset classes.
ODD used to be about the "report", prepared when a new manager was onboarded, and then potentially refreshed every 2-3 years. This legacy approach to ODD has now been superceded by active, ongoing manager monitoring.
OpsMonitor offers investors a consistent, auditable monitoring platform, capturing changes at the manager and fund level intra year.