A professional front door for diligence work.
ClientView gives clients a controlled workspace to request investigations, submit corporate entities, track progress milestones, and receive approved deliverables — without ever entering the internal investigator environment.
Clear Engagement Context from Day One
Every investigation begins with structured client, requestor, and subject context rather than an ambiguous email attachment chain.
Aurelian Gate Partners LLP
Private-markets investment and advisory organization commissioning enhanced due diligence prior to a strategic investment.
Rosalind Achterberg
Due Diligence Director — primary client contact managing engagement milestones, document submissions, and deliverable review.
- Calderton Group N.V. (Primary Corporate Subject · Netherlands)
- Henning Vaske (Controlling Shareholder / UBO · Netherlands)
- Calderton Freight B.V. (Operating Subsidiary · Netherlands)
- Vaske Familienstiftung (Holding Foundation · Liechtenstein)
- Silverstrand Maritime Ltd (Ship-Management Affiliate · Malta)
Seed Documents & Scope
- Ownership DeclarationSigned by Ilse van der Meer (CFO) · Declares 34% direct holding
- Group Structure ChartClient-prepared corporate hierarchy for Calderton Group
- Investment Rationale BriefingEngagement scope note outlining transaction parameters
Work enters shaped for immediate investigation, with explicit entity links and complete document provenance.
How Work Moves Through ClientView
A transparent 5-stage progression keeping clients informed while protecting the internal research process.
Structured Intake
Commissioning client selects diligence type, engagement parameters, and delivery timeline.
Entity Setup
Primary target, operating subsidiaries, and known beneficial owners structured into the case.
Secure Exchange
Declarations, charts, and certificates uploaded directly to the encrypted engagement file.
Milestone Tracking
Clients follow progress stages and respond to clarification requests in real time.
Client-Safe Delivery
Reviewed executive summaries and finalized reports accessed through the secure portal.
ClientView Is Not Dragonfly with Fields Hidden
A deliberate architectural boundary separating client collaboration from the internal investigative environment.
Client-Facing Workspace
What the commissioning organization accesses
- Engagement scope, parameters, and timeline
- Submitted corporate subjects and individuals
- Uploaded source materials and declarations
- High-level milestone status (Received → Delivered)
- Final approved report deliverables (Case D / E)
- Client-safe risk band ratings (Standard / Elevated)
Investigator Operating Environment
What remains strictly internal to the diligence team
- Raw analytical reasoning & investigator notes
- Finding-level evidence attachment & calibration
- Internal peer review trails and draft stages
- Source registry logistics & analyst contacts
- Unresolved internal comments and working leads
- Entity merge mechanics & cross-case data links
What Changes with ClientView
Measurable advantages for diligence practices and client organizations.
More Structured Intake
Work enters shaped for investigation with explicit entity hierarchies and verified files, eliminating missing information at kickoff.
Clearer Client Communication
Real-time milestone visibility and centralized clarification threads replace recurring status-chasing emails.
Controlled Deliverable Release
Reports undergo structured internal review before publication, ensuring clients receive only finalized, defensible work product.
A Professional Client Experience
A secure, branded portal reinforces institutional confidence and protects confidential intelligence throughout the mandate.
Two Platforms. One Investigative Lifecycle.
ClientView controls how work enters and returns to the client. Dragonfly is where investigators research, corroborate, and assemble the record. Together, they form Diligence Gateway.
See ClientView in the Context of Your Operation.
Schedule a walkthrough to evaluate ClientView alongside Dragonfly for your client engagements or enterprise compliance programs.
No self-service setup. Direct demonstration tailored to your diligence workflows.