Resources
Alternative Investment Firm Achieves 80% Efficiency Gain with CENTRL’s Agentic AI Platform, Response360
A US-Based Investment Firm achieved an 80% increase in efficiency across underwriting and reporting functions, transforming previously manual workflows into automated, streamlined processes. Turnaround times were reduced from days to hours, enabling faster decision-making and improved responsiveness to stakeholders.
Large Global Alts Firm Sees 70% Increase in Response Times Using CENTRL’s Response360
A global alternative investment firm transformed its manual, fragmented RFP/DDQ process by adopting CENTRL’s agentic AI platform, Response360. By digitizing over 30 questionnaires, building a centralized Answer Library, and leveraging Smart Response for automated verbatim matching, the firm achieved 60–70% faster response times and greater consistency. The result was a scalable, audit-ready workflow that reduced SME fatigue and improved visibility across the organization.
Rethinking Communication in the Age of AI
Investor expectations for speed, accuracy, and transparency are reshaping how alternative investment firms communicate and operate. AI is helping managers meet these demands by automating repetitive tasks like due diligence responses, enabling faster, more consistent, and data-driven communication. Success, however, will depend on domain-trained AI systems, disciplined data management, and strong human oversight to ensure accuracy, compliance, and trust.
How AI Is Reshaping Due Diligence and Manager Selection
October's NY Alternative Investment Roundtable brought together leading allocators, managers, and innovators to discuss one of the most consequential shifts in investment management today: how artificial intelligence is transforming due diligence and manager selection. During this panel discussion, we explored how investors are evolving in an AI-augmented future. Read more about the key takeaways from the event.
Financial Services Firm Accelerates Response Efficiency with Response360
Large financial services firm leverages Response360 to design and implement custom workflows that streamline their internal review and compliance requirements, resulting in improved collaboration and greater accuracy.
Moving Beyond Legacy Content Management: The Mindset Shift That Unlocks True Response Automation
Firms have long relied on legacy content management systems that promised efficiency but fell short of supporting the complexity and collaboration required in modern due diligence and client response workflows. True transformation comes not just from adopting AI-powered automation, but from rethinking how teams capture, maintain, and share institutional knowledge across functions.
Key Takeaways from 2025 GAIM Ops West
The 2025 GAIM Ops West agenda was packed with conversations about AI and its impact on the investment management industry. The driving message? AI is no longer a futuristic concept; it has become a strategic imperative across the investment office. Here are our key takeaways from this year’s conference.
Will Due Diligence Questionnaires Survive the AI Revolution?
The world of investment management is changing faster than ever. Investor expectations are rising, regulations are tightening, and asset managers are diversifying across strategies, geographies, and vehicles. In this evolving landscape, one question looms large: will traditional DDQs survive the AI revolution?
CENTRL and AIMA: Leveraging AI to Transform Client and Prospect Communication
This webinar examines how AI is transforming communication between managers and clients, particularly in alternative and private asset management, where delivering direct, personalized insights is essential. AI not only reduces costs and enhances efficiency but also drives growth and improves ROI.
CENTRL Announces New AI-Powered Reporting & Research Assistant To Provide Greater Insights For Better Decision Making
CENTRL launched its new AI-powered Guided Report Builder and Interactive Research Assistant, designed to transform due diligence data into actionable intelligence for faster, more informed decision-making. The release enables firms to uncover trends, detect anomalies, compare managers, and generate board-ready reports and executive summaries with ease. By centralizing data and delivering real-time insights, CENTRL equips investment, risk, and compliance teams to collaborate more effectively, scale efficiently, and enhance oversight.
The Future of DDQ/RFP Responses in Asset Management: Why Change is Inevitable
The rising complexity of DDQs and RFPs has exposed the limits of outdated, manual response processes and generic drafting tools. Asset managers face three persistent challenges—keeping answer libraries current, digitizing non-standard questionnaires, and ensuring compliance-approved, consistent responses. To overcome these bottlenecks, the next generation of platforms must deliver agentic, domain-trained intelligence with dynamic content libraries, advanced ingestion tools, and compliance-first workflows, transforming diligence into a competitive advantage rather than a burden.
Why Intelligence and Insights from Your Due Diligence Data Is the Next Competitive Edge for Asset Owners
Asset owners are sitting on untapped diligence data that often gets filed away instead of being leveraged for strategic advantage. By transforming this static information into intelligence through structured workflows, analytics, and AI-powered tools like a Research Assistant, firms can uncover trends, detect anomalies, and generate actionable insights in real time. Ultimately, turning diligence into intelligence empowers asset owners to improve efficiency, reduce risk, and gain a sustainable competitive edge.
AI Research Assistant - Data Sheet
CENTRL’s Research Assistant can uncover answers and insights directly from centralized data, eliminating the need for manual searches. Teams can analyze information across managers, partners, and documents to identify trends, anomalies, and comparisons. This streamlined workflow accelerates access to insights, strengthens oversight, and boosts collaboration and productivity across investment, risk, and compliance teams.
Guided Report Builder - Data Sheet
CENTRL’s AI-powered Reporting gives teams full control over creating executive-ready reports, transforming due diligence data into actionable intelligence. With generative workflows, customizable templates, and flexible data selection, firms can quickly uncover insights, detect trends, and highlight anomalies across managers, assessments, and documents. The result is faster, more accurate decision-making, board-ready outputs, and 360° visibility into diligence activity.
North American Public Pension Enables AI to Automate Investment Due Diligence Processes with CENTRL's DD360
A rapidly expanding North American Public Pension Plan overcomes the challenge of efficiently selecting external fund managers. Facing the need to deploy substantial capital without overburdening staff or adding resources, they sought a solution to streamline their investment due diligence process with CENTRL’s DD360.
Rewriting the Playbook: How AI is Driving Revenue, Efficiency, and Strategic Focus in Asset Management
Explore how AI-powered solutions are transforming DDQ/RFP response process into a strategic advantage. Asset managers are increasingly turning to AI to unlock capacity, improve submission quality, and capture more revenue opportunities. Real-world examples from both boutique and global firms highlight the cost of inaction and the measurable ROI of AI adoption. As AI reshapes the expectations around responsiveness and efficiency, firms that fail to adapt risk falling behind.
Consulting Firm for Financial Entities Saves Hundreds of Man Hours, Says Human Error is Out the Door with CENTRL's DD360
A cybersecurity and GRC (governance, risk, and compliance) consulting firm for financial entities has transformed its operations by adopting CENTRL's DD360 platform. Initially struggling with manual, time-consuming, and error-prone processes, the firm sought a more scalable and efficient solution. CENTRL's DD360 platform was chosen for its customization capabilities, ease of use, and scalability, enabling the firm to automate workflows, significantly reduce man-hours, and virtually eliminate human error.
Breaking Through the Institutional Barrier: How GPs Approaching $1B AUM Can Meet LP Expectations Without Diligence Debt
As GPs scale toward the $1B AUM mark, they inevitably enter a new arena of capital raising—one that involves a more structured, resource-intensive, and higher-stakes set of expectations from institutional LPs. This transition can be transformative, but only if GPs prepare for the operational and diligence rigor that accompanies institutional interest. This blog highlights three key areas of focus.
Journey to Discovery: How One Investment Firm Found a Smarter Way to Manage DDQs
Hear more about CENTRL’s own John Tarver’s recent conversation with a US-based investment firm that finally said enough is enough. They had reached their limit with outdated content, disconnected workflows, and too much manual effort. Enter Response360, CENTRL’s powerful AI platform for respondents. Read more about their journey here.
Reimagining Due Diligence: Benefits of Using AI to Create Best-in-Class Investment Reports
Due diligence teams often rely on a labor-intensive approach to compile reports. One of the biggest challenges is collecting and analyzing data from multiple sources. But by automating key parts of the due diligence process, AI can significantly reduce the time required to generate reports—from weeks to hours. Read more here.
CENTRL INTELLIGENCE: 1Q 2025 Investment Management Conference Recap
We kicked off the year sponsoring and attending some of the most important Investment Management industry events. Here’s a recap of themes and trends we see making an impact in 2025.