Dasseti Sidekick:

Intelligent. Embedded. Always Evolving.

Sidekick logo jpg - Edited

Sidekick is Dasseti’s AI assistant, built to work within our clients' workflows, helping teams save time, enhance quality, and unlock structured insights from day one.

Dasseti Sidekick is seamlessly embedded into COLLECT and ENGAGE fitting directly into how your team already works.

With Sidekick, AI becomes a natural part of the process, guiding tasks like data extraction, response drafting, document querying, and content refinement. What sets Dasseti apart is how these AI capabilities are woven into a platform designed for long-term insight:

This isn’t AI for the sake of AI. It’s purposeful automation that gets better the more you use it, evolving with your processes, not disrupting them.

  • Responses become structured, searchable data you can build on.
  • AI follows clear steps to deliver accurate, consistent results.
  • You’re always in control, Sidekick works quietly in the background, reducing manual effort.
  • Documents stay secure, with privacy built in from the start.

Auto-Filling DDQs Using Source Files

Dasseti COLLECT

Ask Sidekick to extract relevant information from ADV filings, policies, and manager reports, and auto-fill your DDQ drafts, ready for review and clarification.

 

LEARN ABOUT COLLECT

How it works: 

- Upload manager documents (PDF, Word, Excel)

- Sidekick extracts and maps the right data to your DDQs

- Analysts review, refine, and send for clarification

Why it matters:
Sidekick transforms source documents into structured responses, meaning you’re not just speeding up one DDQ, you’re building a searchable data trail for the future.

Draft responses to RFPs in One Click

Dasseti ENGAGE

How it works: 

- Upload or sync approved past responses

- Sidekick understands question intent and fills in the draft

- You polish or approve with minimal rework

Why it matters:
You provide faster, more consistent responses and every interaction adds to your long-term content bank, making the process more efficient over time.

Reduce time spent digging through old RFPs or internal threads. Sidekick instantly suggests answers from your approved content bank and internal documents.

 

HEAR MORE ABOUT ENGAGE

Reviewing Responses at Scale

Dasseti COLLECT

Use Sidekick to identify missing information, flag risks, and compare manager response in a fraction of the time.

 

DASSETI COLLECT

How it works: 

- Sidekick highlights missing information or inconsistencies

- Sentiment scoring flags ESG, operational, or investment risks

- Intelligent suggestions surface key follow-ups

Why it matters:
Sidekick helps you scale review with confidence, giving teams the insights they need without adding hours of manual comparison work.

Ask Your Docs Anything

Dasseti ENGAGE and COLLECT

How it works: 

- Upload manager documents (PDF, Word, Excel)

- Sidekick extracts and maps the right data to your DDQs

- Analysts review, refine, and send for clarification

Why it matters:
Sidekick transforms source documents into structured responses, meaning you’re not just speeding up one DDQ, you’re building a searchable data trail for the future.

Ask Sidekick to extract relevant information from ADV filings, policies, and manager reports, and auto-fill your DDQ drafts, ready for review and clarification.

 

INSIGHTS

Engineering Efficiency: How Dasseti’s Sidekick is Transforming Due Diligence with Integrated AI

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Your Smart AI Assistant
INSIGHTS

Smarter Due Diligence: How Asset Managers Can Leverage AI Without Losing the Human Touch

 

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AI (5)-1
WEBINAR

How AI is set to transform operational and investment due diligence 

This webinar is aimed at ODD and IDD teams within institutional investor firms.

Join us for our upcoming webinar, "Transforming Due Diligence with AI: How Dasseti is Revolutionizing the Due Diligence Process" to see how allocator ODD and IDD teams can:

  • Save hours of time spent on manual tasks
  • Identify risks and red flags fast, and at massive scale
  • Use AI to compare responses and make sense of the data based on your firm's rubric

Transform your approach to due diligence with the power of AI. Reserve your spot today for this free webinar!

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AI Webinar
INSIGHTS

Why Investor Relations teams need to embrace AI

Automation is becoming increasingly critical for investor relations teams to effectively manage the growing volume of RFPs and DDQs.

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AI in IR-1
INTERVIEW

5 Minutes with Wissem Souissi, CEO and Founder of Dasseti

 

READ THE INTERVIEW
Wissem on AI

Dasseti AI Roadmap

Our manager, institutional investor, consultant and ESG clients will benefit from Dasseti's AI development roadmap which includes multiple different applications of AI across the whole software portfolio.

If you are interested in becoming a collaborator, please get in touch.

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Transforming the due diligence process for investors, managers and consultants

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