Dasseti Analytics

Measure What Matters.

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Collect Analytics: From Due Diligence to Real-Time Oversight 

Dasseti COLLECT transforms every data point - from manager questionnaires to monitoring data - into meaningful analytics you can act on. Dashboards are fully customisable, so you can visualise the metrics that matter most to your organization.

Questionnaire Analytics

See progress, completion, and insights in real time.

What was once a static questionnaire becomes a measurable insight with COLLECT analytics. 

  • Measure completion rates and overall progress.
  • Compare questionnaire volume and turnaround over time.
  • Drill into specific questions or managers to uncover deeper insights.

  • Identify where follow-ups are needed.

Understand your outreach, identify trends, and show efficiency across your due diligence process.

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Third-Party & Exposure Analytics

Get instant visibility into risk and exposure.

Analytics let you instantly visualise exposure to specific markets, counterparties, or events, so you can make informed decisions faster. 

  • Filter and segment your data for instant visibility.
  • Monitor real-time risk across your manager universe.
  • Drill down by regulator, geography, or entity to see exactly who’s affected.

When things change quickly, COLLECT helps you see with clarity. 

Turn Data into Decisions
See how COLLECT Analytics can help you monitor risk, track progress and make faster, data-backed decisions

ENGAGE Analytics: Turn Every Request into Insight 

Our built-in, customizable analytics give you the clarity to demonstrate business impact and highlight team efficiency, all in one place. See the metrics that matter most to your organization, helping you respond faster while understanding 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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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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