New Research

2026 State of Operational Due Diligence Automation

Benchmark report reveals how leading allocators save 90% of DDQ time with AI automation. Based on survey of 150+ pension funds, endowments, and fund-of-funds.

  • Time allocation breakdown by firm size and automation level
  • ROI calculations and payback periods for automation investments
  • Implementation roadmaps from early adopters
  • Case studies from $45B pension fund and $8B endowment
73%
Still use manual
DDQ processes
40hrs
Average time per
fund review
300%
Increase in AI
adoption (YoY)
150+
Institutions
surveyed

What You'll Learn

Comprehensive insights from the largest survey of institutional allocators on ODD automation

Time Allocation Analysis

Detailed breakdown of where teams spend their time: 45% on PDF extraction, 35% on questionnaire drafting, 20% on review & compliance.

Automation by Firm Size

Adoption rates vary dramatically: $10B+ firms (45% automated), $1-10B firms (22%), and <$1B firms (8%). See where you stand.

ROI & Payback Periods

Real data on investment returns: average 6-12 month payback, 90% time savings, and 0.5-1.0 FTE equivalent in capacity gains.

Implementation Roadmap

Step-by-step guidance from early adopters: foundation building (months 1-2), automation deployment (3-4), optimization (5-6).

Peer Case Studies

Real examples: $45B pension fund cut DDQ time by 87%, $8B endowment increased manager review capacity by 40%.

2026 Predictions

Industry outlook: 50% of $1B+ allocators will automate by end-2026, competitive advantages, technology evolution.

"This research provides the industry benchmarks we've been waiting for. Essential reading for any allocator considering automation."

— Chief Investment Officer, Large Public Pension Fund

Perfect For

Heads of Manager Research

Strategic insights for building automated workflows and scaling manager selection capabilities.

Due Diligence Analysts

Practical guidance on automation tools that eliminate manual work and improve accuracy.

Chief Investment Officers

Business case data and competitive benchmarks for evaluating automation investments.

Ready to Transform Your Due Diligence Process?

See how automation could work specifically for your organization