Our Process

Our Vetting Process Ensures Qualified Services Providers

Our application process begins with a comprehensive review of your statement of work, ensuring alignment with our standards.

We conduct meticulous reference checks to guarantee that only the most qualified service providers are included in our directory.

Explore Our Process
01

Application & Review

Our application process begins with a comprehensive review of your past work, ensuring alignment with our standards. We conduct meticulous reference checks to guarantee that only the most qualified service providers are included in our directory.

Statement of Work Reviews

Reference Checks

 Screenshot of Proladex’s multi-step application form on step 2 of 7, titled “Company Overview,” showing a progress bar, input fields for Company Name and firm website (with “http://” prefix), an optional “Number of Employees” dropdown, an optional “Office Locations” text area, and Back/Next navigation buttons.
02

Scorecard Development

Our scorecard creation process is designed to ensure that every service provider is evaluated based on the category and industry. This tailored approach guarantees that investment professionals find the best fit for their specific needs.

Scorecard Creation

Category & Industry

03

Search Results

Proladex Search allows users to easily find vetted service providers. With detailed vendor profiles and performance metrics, making informed decisions has never been simpler

Populated by Vendor Scorecard

Profile Review

Display of the Proladex Vendor Directory with categories and filter options showing a list of vendors to select from.
Proladex opportunities page showing a list of Investment Professionals posted jobs/contracts looking for third-party service providers.
04

Review & Engagement

At Proladex, we prioritize direct communication between users and service providers. Our RFP tool allows you to engage with multiple firms seamlessly

Communication & Vendor Engagement