Stonehaven Streamlines Due Diligence with Intelligo’s Interactive AI-enabled Platform

Intelligo has turned the old school way of performing background checks on its head for good. With an emphasis on AI powered technology enablement, our easy to use platform offers quick, cost effective solutions for any business who needs to uncover red flags at the speed of the market. Today we’re digging into Intelligo's seamless user experience, collaboration tools, and business optimizations with our client, Brian Gaffney of Stonehaven. Brian recently sat down with Capital Allocators for a podcast interview where he unpacked how Intelligo’s unique technology has helped Stonehaven streamline their process, saving time and money on unnecessary resourcing while bolstering the Stonehaven brand’s pillars of success. 

Benefiting from his background in public accounting at large banks like Credit Suisse and Deutsche Bank and internal auditing at Blackstone, Brian sees the big picture and brings his understanding of institutional level controls, risk management, and governance practices to Stonehaven. He’s currently the head of due diligence and mandate management at Stonehaven, vetting clients through a process he was tasked with evolving, troubleshooting and improving since he took the position. 

Describing due diligence as one of the former “chokeholds” in their process, Brian set out to uncover inefficiencies, condensing something that used to take four to six weeks to around five days. That is where Intelligo was able to help. By avoiding traditional authorization from the DD target, which is not required for all Intelligo background checks, Stonehaven and Intelligo save time and resources and can hit the ground running, ensuring deals are closed and opportunities are vetted before they go cold or are lost to a competitor. 

Beyond saving valuable time, Brian highlights the benefits of working with Intelligo, breaking it down to four of Intelligo’s core advantages that have greased the wheels in Stonehaven’s processes, effectively loosening the chokehold with our usability, credibility, scalability, and customization.

Superior User Experience Intelligo’s easy to navigate dashboard is the antidote to painfully pouring over 40 page documents to find relevant data. This is especially handy when reports are shared out to colleagues unfamiliar with the due diligence landscape and language and simply need the brass tacks of the report presented to them in a clear and concise way. 

Tech Enabled Research He also mentions the broad scope of data an Intelligo report generates, scrubbing the infinite galaxy of public data and organizing everything in an easy to digest report without missing a relevant detail that could often be overlooked. By pulling in all sources, social accounts, litigation, and education, in one easy to navigate place, Stonehaven is able to get a credible and fact checked due diligence report that doesn’t miss a beat while keeping the information neat and accessible. 

Scalability and Upgrades Brian goes on to explain the incredible advantages of Intelligo’s scalability, with the option to upgrade his search on a case by case basis at any time, whenever he feels the need to go deeper or get an analyst to further interpret the data. This saves Stonehaven from allocating budget and resources to DD that may exceed or fall short of the actual need, year to year. Intelligo also benefits Stonehaven by providing its services at a reasonable price. For the 50-60% off background checks that don’t generate any flags, Brian prefers to use Intelligo’s Automated report, and can move forward confident that due diligence has been performed. And for the remaining cases, he’s able to upgrade to tech enabled analyst reviewed reports where he sees fit. 

Team Collaboration Another perk Brian utilizes is the customization abilities Intelligo provides. He is able to downgrade a red flag to yellow or upgrade a yellow flag to red, depending on the risk appetite of each specific client. He also meets with the Intelligo team monthly, receiving updates on new features, providing feedback to help improve the service and interpreting any data he needs a hand combing through or another set of expert eyes on. 

Thanks to Intelligo, Brian has effectively transformed Stonehaven’s due diligence processes, instilling more confidence in their clients, while saving valuable time and money. Explore Intelligo’s full suite of services and gain efficient resourcing, usability, credibility, scalability, and customization for your business today. Sign up for your free demo and check out the full podcast episode where Brian shares more details around his success with Stonehaven and Intelligo.