Castle Hall's suite of DiligenceProfessional analytical factors identify the existence of over 90 noteworthy OpsData factors at the manager and fund level
Castle Hall's DiligenceHub platform helps clients turn diligence into data, and use analytics on data to drive new diligence actions.
Castle Hall is pleased to introduce DiligenceProfessional OpsData Analytics – a series of over 90 noteworthy operational data analytical factors flagging key data points with respect to the investment management company or the investment fund, such as absence of dedicated chief compliance officer, short operating history, side-pocket provisions in the fund offering terms, no written valuation policy, and more.
OpsData Analytics flags can located through the Fund-level Analytics tab on any Fund Page, or within the downloadable OpsData or OpsReview report pdf.
These analytical factors will also be available for assessment across your entire portfolio using View Analytics or Filter Analytics through the DiligenceHub Analytics page.
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.