Castle Hall

NOT ARTIFICIAL INTELLIGENCE.
DILIGENCE INTELLIGENCE.

For over 20 years, Castle Hall has supported institutional investors with independent, decision-grade due diligence across the alternative investment industry.
Today, we combine deep expertise with intelligent technology to deliver faster, more consistent insight across the full diligence lifecycle.

WHO WE ARE

Castle Hall is a leading independent provider of operational due diligence, supporting allocators and asset managers globally.

With more than 10,000 diligence reviews completed, we bring structure, consistency, and clarity to complex investment decisions - across hedge funds, private equity, private debt, and real assets.
Our approach is built on independence, proven frameworks, and a clear objective:


to deliver diligence you can rely on.

THE REALITY OF DUE DILIGENCE TODAY

Due diligence has never been more important, or more complex. The challenge is no longer access to information. It’s turning that information into clear, decision-ready insight.
80%
of managers have operational gaps 
they are not aware of
Allocators are moving diligence earlier in the investment process
Research is becoming faster, but often less reliable
Teams are under increasing pressure to do more, with less
What we do
We support clients across the full due diligence lifecycle, from early-stage research through to full operational diligence and ongoing monitoring.

Our work is designed to remove friction, reduce uncertainty, and support better decision-making at every stage.

FOR ALLOCATORS

We help institutional investors assess risk, validate operations, and make confident investment decisions.

  • Full operational due diligence – OpsReview
  • Access to ~2000 ODD library - DiligenceLibrary
  • Accelerated early-stage screening through verified data – DDX Verification
  • Manager and service provider research - KYGP, KYSP
  • Portfolio monitoring and ongoing oversight – DiligenceProfessional

FOR MANAGERS

We help fund managers understand and strengthen their operational standing, and communicate it clearly to investors.

  • Independent operational assessments – DDX Benchmark
  • Peer benchmarking and gap analysis
  • Pre-emptive diligence preparation
  • Verified outputs to support investor conversations – DDX Verification
  • Increased confidence throughout fundraising

FOR SERVICE PROVIDERS

We support firms across the investment ecosystem in assessing counterparties and strengthening their positioning.

  • Counterparty and client due diligence
  • Market benchmarking and positioning
  • Ongoing monitoring and risk visibility

The Full Diligence Cycle

We deliver due diligence through a combination of expert-led reviews and technology-enabled platforms.

Operational due diligence

  • Full operational due diligence reports (OpsReview)
  • DDX Verification - standardised, shareable diligence outputs
  • DDX Benchmark - independent operational assessments and peer comparison

DDX: due diligence exchange

A centralised platform for accessing and sharing diligence data across managers, funds, and service providers.

  • Search across thousands of entities
  • Standardised, verified information
  • Faster, more efficient early-stage screening

DILIGENCEPROFESSIONAL

A portfolio monitoring and diligence management platform for institutional investors.

  • Centralised reporting and document repository
  • Portfolio-wide risk visibility
  • Ongoing monitoring and oversight

DILIGENCEINTELLIGENCE

Next-generation research and intelligence capabilities designed to support faster, more structured early-stage diligence.

Built on Castle Hall’s analytical frameworks and expertise, DiligenceIntelligence will deliver clear, decision-ready outputs - without the noise.

DUE DILIGENCE. SOLVED.

01
Independent
No conflicts, no bias
02
Proven
20+ years of operational due diligence expertise
03
Comprehensive
Full lifecycle coverage
04
Consistent
Structured frameworks and repeatable methodologies
05
Technology-enabled
Improving speed without compromising quality

Get in touch

Whether you’re evaluating a new investment, preparing for fundraising, or strengthening your diligence processes — we can help.
MONTRÉAL
1080 Côte du Beaver Hall

Suite 904

Montréal, QC

Canada

H2Z 1S8


+1-405-465-8880
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© 2026 Castle Hall. All rights reserved.