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How Research Affiliates uses Loopio

ConfirmedVendor case study · Checked Nov 7, 2026
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The use case: how Research Affiliates deploys Loopio

Research Affiliates' small product management team uses Loopio to answer due diligence questionnaires (DDQs). Its Magic automation tool fills in answers from a central library, and subject matter experts and compliance review and comment in the same space. They also keep common FAQs about their investment strategies in the platform.

More reported results

Figures published in Loopio’s case study. They are not independently measured by usedby.

1,362

Maintains a lean, accurate library of 1,362 entries for DDQs and investment FAQs.

6

Works on best-in-class answers to complex DDQs with 6 contributors.

In the customer’s words

Loopio makes the DDQ process a lot less painful, quicker to do, and helps us avoid redundant work.
Thomas Verghese, Senior Analyst, Research Affiliates — Source

Loopio users in Investment & VC

Companies in the same sector, with public evidence.

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More stories

Go straight to the source

Based on Loopio’s published case study. We check the public evidence; the results are reported by the vendor.

loopio.com
Source published
Apr 6, 2023
Last checked
Nov 7, 2026
loopio.comCaptured Loopio case study about Research AffiliatesOpen source capture
What the story claims, and what we checked

What we compared with the page.

  • The figure: 62%Checked

    Printed word for word on the page, near the name of Research Affiliates.

  • The passage quoted aboveChecked

    Copied word for word from the page, near the name of Research Affiliates.

  • The publication dateChecked

    Read from the page’s own metadata, never guessed.

  • Research Affiliates uses LoopioChecked

    Confirmed line.

  • The result itselfNot checked

    We quote it; we did not measure it.

Cut redundant work and saved time by doubling their automation rate to 62% using Magic best practices.
From the page. loopio.com