Dasseti Analytics

Measure What Matters.

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Engage Analytics: Turn Every Request into Insight 

Our built-in analytics give you the clarity to demonstrate business impact and highlight team efficiency in one place. Helping you respond faster while showing you the bigger picture.  

Business Growth at a Glance

See where you’re winning and why. 

Every request adds up to a bigger story. With Engage analytics you can: 

  • Track submission volumes and win rates to prove success.
  • Break down opportunities by client type, region, or asset class to see where new business is coming from.
  • Monitor pipeline status - won, lost, or in progress - to keep growth visible at every stage.

Demonstrate how requests translate into business wins. 

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Efficiency and Team Performance

Work smarter, deliver faster. 

Engage also shines a light on how your team is operating: 

  • Spot trends over time to show how much more you’re handling compared to last year. 
  • Track completion times to highlight faster turnaround and efficiency gains. 
  • Use user-level reporting to see who’s doing what, and balance workloads more effectively. 

Prove that your team isn’t just winning more, you’re doing it with greater efficiency. 

See how Engage analytics can help your team win more, faster.

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.

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.

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.

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.

Inside Dasseti: AI Vision & Product Thinking

INSIGHTS

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

Dasseti’s Head of Product, Arjun Patel, unpacks the design principles behind Sidekick, and why this tool goes far beyond standard generative AI integrations. 

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Your Smart AI Assistant
WEBINAR

On-demand: AI-powered solutions for fund managers

Our in-house experts walk you through how Sidekick can enhance efficiency, reduce manual tasks, and ensure consistency in every response.

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INSIGHTS

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

How Dasseti's AI-powered tools help asset managers streamline RFP and DDQ processes while still preserving the human element.

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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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