Capital Refinery
Capital Refinery + Diligent

Board governance above. Decision integrity below.

Diligent runs board governance, entity management, and ESG/compliance reporting at the corporate-governance layer. Capital Refinery runs the IC decision integrity layer beneath it — and the two are complementary.

How they fit together

The stack governs the board. Capital Refinery governs the IC.

01

What Diligent owns

Board governance, entity management, ESG and compliance.

Strong for board portals, entity hierarchy, regulated disclosure, and committee workflow at the corporate-governance layer. The right tool for board ops and corporate compliance.

02

What Capital Refinery owns

The IC decision and the drift after it.

Lane-aware IC memo, Risk Signals graded against firm policy, source-backed numbers, IC anchor on approval, drift tracking, signed exports for board and LP.

03

Why teams run both

Diligent governs the board. Capital Refinery governs the IC decision the board is reviewing.

Board governance and IC decision integrity are different jobs. Diligent runs how the board operates. Capital Refinery makes sure the IC decisions the board reviews are defensible underneath. Two complementary layers.

The dimension Diligent doesn’t operate in

Institutional readiness measurement

Diligent solves board-meeting workflow, document distribution, and director collaboration. Capital Refinery operates a category Diligent doesn’t: institutional readiness measurement on the operating business itself — graded against the same 10-axis framework that buy-side ICs, lender credit committees, and LPs use to evaluate. The artifact carries a deterministic fingerprint and a public verification URL, which makes board materials audit-defensibly inspectable.

The two product surfaces don’t compete — they operate at different layers of the board stack. Diligent handles meeting workflow; Capital Refinery handles structural readiness measurement and decision integrity through the lifecycle. See for boards and the same-engine architecture for the dimension Diligent doesn’t address.

Keep Diligent for board ops. Add the layer that governs the IC decision.

Bring us a deal in IC prep or a position in monitoring. Same-day diagnostic pack back.

Where this leaves you

Keep Diligent if you need board-meeting workflow and document distribution. Use Capital Refinery when you need a neutral, evidence-backed readiness artifact that shows what will survive institutional review.

Capital Refinery is the institutional measurement layer. It does not replace Diligent; it sits next to it. The decision to engage is a routing decision, not a swap.

Working with an advisor or AI consultant? Use CR as the independent measurement layer via the Modernization Impact Review. Want to shape the methodology? Apply as a design partner.