Explore our Fund Advisory solutions

Fund Advisory

We manage the data so you can focus on the investments.

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Performing diligence and monitoring activities for your portfolio typically involves multiple data requests, manual data collection and aggregation, and data exchanges through spreadsheets and email chains. This resource-intensive, time-consuming, and fragmented process can lead to inefficiencies, a high risk of human error, and a lack of control and oversight.

At the center of Stout’s portfolio valuation and monitoring process is Drivr, our AI-powered portfolio intelligence platform. Built by valuation professionals with input from fund CFOs, risk teams, and auditors, Drivr is the engine behind our valuation and portfolio monitoring process, and the reason we can work faster while increasing rigor and transparency. With Drivr, we compress your valuation timeline, saving you time and effort while enabling you to scale. What took weeks can take days and what took days can take hours, enabling you to spend your time on other portfolio matters.

Drivr

Benefits

Efficiency

Drivr’s automated process results in an integrated workflow and a clean, normalized database with actionable data, helping you manage your business and track your external partners.

Integration of Industry Best Practices

Drivr’s platform provides a documented process for performing diligence and monitoring activities. Stout’s professionals collaborate with you to refine your processes to ensure they incorporate industry best practices.

Security

A comprehensive set of policies, practices, and technologies ensures that your data is safe, secure, and accessible only by authorized parties. This includes data encryption in motion and at rest, multi-factor authentication, annual SOC 2 reviews, and semi-annual vulnerability testing by an external information security firm.

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Features

Several modules are available with Drivr Powered by Stout:

Drivr Diligence^SM simplifies the digital diligence processes with intelligent response evaluation, cross-functional collaboration, and strong process management. It facilitates secure global data exchange between investors, managers, and service providers through proprietary and industry-standard questionnaires. The platform is customizable to fit any manager’s strategy and information needs, including support for common templates from AIMA, ILPA, and SBAI.

Drivr Library^SM makes it easy to respond to information requests by extending Drivr Diligence’s smart tools to handle all requests received by investment managers, regardless of source, form, or content. It offers an on-demand service desk providing a turn-key solution that uses the manager’s existing knowledge library. New content is created effortlessly from industry due diligence questionnaires and proprietary responses for immediate use by colleagues.

Drivr Credit^SM provides an easy solution for credit professionals to monitor fund financing agreements and covenants. Drivr’s centralized data management and intuitive alert system enable quick and smooth digital monitoring. Real-time alerts and analysis are displayed in a flexible dashboard with interactive fund profiles, including performance analysis, custom data fields, peer groups, and indexes.

Drivr Research^SM combines Form ADV and other public filings for investment managers, private funds, and all major service providers into an easy-to-navigate research and monitoring service. It presents regulatory information in user-friendly profiles, making it easy to find and review important details, including current updates and up to six years of history. All data is integrated with Drivr Diligence^SM workflows.

Drivr Audit^SM enables digital audit confirmation processes for all private investment types, such as fund interests, private equity positions, and credit holdings. It supports fully digital and email attachment-driven processes with automated reconciliations to expected values and documentation of any differences. The platform can also be used for internal attestation processes and other complex financial statement items and is fully branded for both auditor and internal audit clients.