How AI Is Transforming Investment Due Diligence for Asset Managers | Stan Altshuller & Monel Amin

In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Monel Amin, founder of DiligenceVault, to explore how AI is reshaping operational due diligence for institutional investors. From managing overwhelming amounts of data to streamlining workflows between allocators and asset managers, Monel explains how technology is transforming one of the most time-intensive areas of investment management. They discuss the evolution of diligence processes, the challenges of fragmented information, and how AI-powered collaboration is helping firms make faster, smarter investment decisions. If you’re looking to modernize due diligence, reduce operational inefficiencies, and improve decision-making across investment teams, this episode delivers practical insights into the future of institutional investing. Key Moments:  05:05 Discussing varying risk tolerances 08:30 Discussing data room limitations 10:02 Digitizing manager communication process 13:15 Streamlining document collaboration 17:02 Verifying facts with AI 22:16 AI and investment due diligence About the guest :  Monel Amin’s journey to founding DiligenceVault began over a decade ago while working at Citi. During her tenure, she held a pivotal role overseeing risk both as an asset manager and as an allocator. This unique vantage point allowed her to observe firsthand the complex dynamics between allocators and asset managers, particularly the due diligence process they undertake when evaluating one another. Witnessing the challenges and inefficiencies in this critical process inspired her to launch Diligence Vault, with the vision of transforming how diligence is conducted across the asset and wealth management industry. How to connect Monel:  LinkedIn: https://www.linkedin.com/in/monel-amin/ Website : https://diligencevault.com/ About the host :  Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan :  LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im Chapters (00:00:00) - The Future of Fintech & AI(00:00:58) - Monel Amin on Diligence Vault(00:06:19) - How To Manage RFPs & Due Diligence Requ(00:11:46) - Inventors vs. Managers: The Network(00:12:25) - The Advantage of Manager-Led Processes(00:14:11) - Diligence Vault: The Future of AI(00:15:03) - Does AI Improve the Due Diligence Process?(00:18:16) - WSJD Live: Asset Managers Open to AI(00:19:00) - Is There Anything That AI Should Do in Operational Due diligence?(00:23:54) - How To Get In Touch With Due Diligence Experts