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Institutional Investors: collect, analyze, and compare manager and fund data faster with AI-powered automation.

Digitize your:
-  Operational Due Diligence
-  Investment Due Diligence
-  Manager and Third Party Monitoring

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COLLECT Questionnaires Responses

Dasseti COLLECT leverages cutting-edge AI to streamline workflows, automate data extraction, and enhance the accuracy of insights.

Key AI features empower your team to work smarter and faster, saving time and effort.

INTRODUCING DASSETI SIDEKICK

Dasseti COLLECT now comes with Sidekick, your embedded AI assistant built specifically for due diligence workflows. From extracting data from manager documents to reviewing responses at scale, Sidekick helps you move faster, gain deeper insights, and build a structured foundation for long-term analysis.

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Smart Docs

Automatically pull key information from ADV filings, policies, and reports to pre-fill DDQs or create manager profiles, no copy-paste required.

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Chat With Doc

Use natural language to query uploaded documents directly. Compare responses, check facts, and surface key data in seconds.

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Response Review Tools

Sidekick highlights missing information, flags contradictions, and scores sentiment across operational, or investment responses.

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Clarification Suggestions

Get intelligent follow-up question prompts based on Sidekick’s analysis of manager responses, so you can save time without losing rigour.

FORM ADV

Connected with key industry data providers like eVestment for asset and fund data, as well as Salesforce for CRM synchronization.

Our expanding integrations ensure a smooth flow of data across platforms. Plus, our Form ADV solution simplifies regulatory reporting by seamlessly incorporating relevant data.

BENEFITS

Why does your due diligence or research team need Dasseti COLLECT?

Get the information you need, fast

Create questionnaires using templates, ingest pre-filled forms, and use AI tools to extract and populate data in minutes.

Never miss another warning sign again

Set your own pre-defined flags and alerts to track risks within funds or managers.

Do due diligence your way

Fully customize Dasseti COLLECT to match your workflows, with AI tools to enhance precision and speed.

Really understand your managers, funds and third parties

Our advanced review module helps you deep dive into specific managers, third parties or funds.

Data at your fingertips

Automated scoring and AI powered comparison tools helps you understand your managers and funds at a glance.

Brand your reports and outputs

Flexible, branded, automatic report creation using any data point. Link directly to your CRM or database too.

User-friendly response portal

Managers tell our clients that the response portal is user friendly and intuitive. They can even pre-fill from previous answers.

All your manager data in one place

Outlook and SharePoint integrations let you track contacts, emails and shared documents.

KEY FEATURES

One platform, many use cases

  • Operational Due Diligence

  • Investment Due Diligence

  • Investment Manager Monitoring

  • Research and Document Management

  • Delegate Oversight

  • Monitoring Sub-Advisors

  • ESG and DEI Data Collection

Pre or post-investment

Enhance your operational due diligence process. Dasseti COLLECT links directly to your CRM or database, automatically collecting files and scheduling questionnaires, emails and reminders.

Use AI to interrogate documents and compare responses.

Monitor progress and tag communication with your managers. Add rules, flags and scoring. Collaborate with colleagues and gain deep insights into responses with real-time analytics.

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Make the right investment decisions

Keep investment portfolios on track by digitizing your investment due diligence process. Use Dasseti COLLECT to perform due diligence on your investment portfolio, quickly and easily. Set your own flags, scores and alerts. Use AI to interrogate documents and easily compare previous responses to show what's changed.

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Gain complete and continual visibility into your portfolio of managers

Regular, consistent monitoring of investment managers is essential for investors, investment consultants and other asset owners.

Dasseti COLLECT makes it easier than ever to maintain regular dialogue with your managers. Send regular requests for information and use AI to easily compare responses.

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Centralize and standardize your qualitative and quantitative investment research

Empower your analysts, investment teams and risk and compliance teams with rich data that can be compared and analyzed as easily as quantitative data.

Bring order and efficiency to investment research with a solution that flexes to fit your specific workflows.

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Maintain visibility and control over delegates

Regulators are beginning to pay closer attention to the delegation of investment management functions. In Luxembourg and Ireland particularly, there is specific guidance on how managers are expected to maintain oversight of a delegate or counterparty. Dasseti COLLECT is an ideal platform for delegate oversight, initial due diligence, deep dive qualitative due diligence and ongoing due diligence.

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Ensure sub-advisors meet expectations

Sub-advisors bring specific expertise and track record to support an investment portfolio. Ensure you have the very latest profiles across your sub-advisor landscape with Dasseti COLLECT, the leading due diligence platform.

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Custom metric collection, aggregation and analysis

Dasseti ESG has been designed to support ESG metric collection, aggregation and analysis for LPs, Fund of Funds and GPs investing across the private markets.

Dasseti ESG helps firms to collect the data needed for multiple frameworks and reporting templates including ILPA, AIMA, ACC, GRI, EDCI, CSRD, SFDR and SEC Climate-Related Disclosures and many others.

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Integrations

CLIENT CASE STUDIES

See how our clients use Dasseti COLLECT

AXA

 

AXA                              

AXA uses Dasseti COLLECT to effectively monitor its multi-asset portfolio.                                                       

 

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FEG

FEG Investment Advisors

FEG Investment Advisors uses Dasseti COLLECT to gain visibility into diversity and inclusion metrics across the manager universe.

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FAQ

How does Dasseti COLLECT reduce manual effort in the ODD/IDD process?

You can digitize and send questionnaires in minutes, automate reminders, flag risks in responses, and populate reports, all while centralizing emails, documents, and meeting notes in one place.

Can the platform pre-fill responses using previous data or uploaded documents?

Yes. Dasseti COLLECT uses Smart Docs to extract structured data from PDFs, Word files, and ADV filings. Responses can be pre-filled and verified, reducing responder fatigue and improving data consistency.

Is Dasseti COLLECT secure enough for sensitive manager data?

Absolutely. Dasseti COLLECT uses Azure OpenAI with zero data retention, SOC 2 Type II compliance, and has been penetration-tested and approved by global allocators.

Can I compare managers across years or peer groups?

Yes. Dasseti COLLECT structures all collected data so you can run comparisons across time periods, strategies, or risk indicators, with embedded analytics and customizable dashboards.

How does Dasseti COLLECT support Form ADV monitoring?

The Form ADV suite automatically tracks and highlights changes, flags risks, and centralizes fund-level data in one dashboard with customizable alerts.

What happens after responses are collected, can we generate reports easily?

Yes. You can automate the creation of investment or ODD reports using the Smart Writer tool, directly pulling from structured responses and source documents to build IC-ready or stakeholder reports.

Why not just use ChatGPT or another LLM to review DDQs and documents?

Generic AI tools aren't built for due diligence. Dasseti COLLECT’s Sidekick AI is embedded into the full workflow—auto-populating DDQs, flagging inconsistencies, linking answers to profiles, and generating audit-ready outputs with traceable sources.

We’re building our own internal AI assistant. Why should we still consider Dasseti COLLECT?

Dasseti’s AI is already live, trusted by institutional allocators, and deeply embedded in due diligence workflows. Building your own means taking on security, compliance, and maintenance challenges that Dasseti already solves at scale.

How is Sidekick AI different from other “AI-first” platforms?

Sidekick is “data-first.” It doesn’t just respond to one-off prompts. It powers workflows, scales across recurring reviews, and integrates with ADV filings, scoring models, and risk dashboards - built for real-world due diligence, not just chat.

DASSETI COLLECT FOR PRIVATE MARKETS

Are you, like many other institutional investors, increasing allocations to private markets?

Dasseti COLLECT is the best way of getting reliable data directly from GPs on their operations or the underlying entities.

DISCOVER HOW WE HELP
ON-DEMAND WEBINAR

Designing Better DDQs - Practical Tips for Allocators

How allocators can streamline due diligence, improve data quality, and make better use of AI - without overwhelming managers or losing control of the process.

Hosted by Aurelien Poulet, Head of Client Solutions, and Fiona Sherwood, CMO

WATCH NOW
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INSIGHT

How Allocators Can Optimize DDQs for Better Responses

How allocators can design due diligence questionnaires that improve manager engagement and generate cleaner, more usable data.

READ NOW
BEST PRACTICE GUIDE

Get our free Best Practice Guide to Digitizing the ODD Process

Step by step guide to taking your ODD process to the next level.

Dasseti ODD Guide 2025 cover

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Latest News and Insights

Investor-1

Dasseti COLLECT

Suitable for due diligence teams within asset owners, consultants and asset managers to assess and monitor external managers and third parties

  • Icons (2) Digitized DDQ Engine
  • Icons (2) Fund and Manager Tracking
  • Icons (2) Workflow and Collaboration Tools
  • Icons (2) Review and Risk Management
  • Icons (2) Automated Scoring and Comparison
  • Icons (2) Analytics and Reporting
  • Icons (2) CRM Capabilities
  • Icons (2) Research and Document Management
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Dasseti COLLECT for Consultants

Suitable for investment consultants, OCIOs, due diligence consultants looking for tools to help them make informed investment decisions and speed up client reporting


Contact us to discuss your exact requirements

 

  • Tick icon #2 Every feature in Dasseti COLLECT, plus
  • Icons (2) Dedicated Client Portal
  • Icons (2) Private Cloud Hosting
  • Icons (2) White labelling
  • Icons (2) Advanced Custom Reporting Options
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End to end due diligence software designed exclusively for the investment sector

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