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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 like Smart Docs, Response Co-Pilot, and Smart Writer empower your team to work smarter and faster, saving time and effort.

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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CLIENT CASE STUDIES

See how our clients use Dasseti COLLECT

Axa 5

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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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
INSIGHTS

The Basics of any Due Diligence: Remember these three steps

Discover the essential steps of due diligence in investment decision-making and how technology can streamline the process for investors and asset managers.

By Aurelien Poulet, Head of Client Solutions

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ON-DEMAND WEBINAR

Due Diligence - Doing things differently

Dasseti's CEO is joined by due diligence experts from perfORM Due Diligence Services as they discuss the future of due diligence for investors, managers and consultants.

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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.

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Dasseti ODD Best Practice Guide

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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