# How Research Affiliates uses Loopio

**62%**: “Nearly doubled their automation rate to 62% in one year.”

As published on [loopio.com](https://loopio.com/case-study/research-affiliates-ddqs/), April 2023. Captured by usedby on 2026-11-07.

- Company: [Research Affiliates](https://www.usedby.ai/companies/research-affiliates.md)
- Tool: [Loopio](https://www.usedby.ai/tools/loopio.md)
- Industry: [Investment & VC](https://www.usedby.ai/companies/industry/investment-vc.md)
- Teams: Product Management, Compliance, I.T.
- Customer since (as the page says): Research Affiliates implemented Loopio's DDQ software in 2019

## 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.

Summary written by usedby from the source page, in English. The figures are those of Loopio and Research Affiliates, not ours.

> Cut redundant work and saved time by doubling their automation rate to 62% using Magic best practices.

- **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.”

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

Source: [loopio.com](https://loopio.com/case-study/research-affiliates-ddqs/), captured 2026-10-08.

## Loopio users in Investment & VC

- [HedgeServ](https://www.usedby.ai/companies/hedgeserv.md) — Confirmed
- [Goldman Sachs](https://www.usedby.ai/companies/goldman-sachs.md) — Observed

## What usedby checked

We compared the story with its live page on 2026-11-07.

- Checked: the figure 62% is printed word for word on the page, near the name of Research Affiliates.
- Checked: the passage quoted above is copied word for word from the page, near the name of Research Affiliates.
- Checked: the publication date is read from the page’s own metadata, never guessed.
- Checked: Research Affiliates uses Loopio. Confirmed line. Latest check across sources: 2026-11-07.
- Not checked: the result itself. We quote it; we did not measure it.

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Source: https://www.usedby.ai/case-studies/research-affiliates-loopio · How we check: https://www.usedby.ai/methodology