Institutional Investors: collect and compare manager and fund data, in a fraction of the time with Dasseti Collect
- Speed up Operational Due Diligence
- Digitize Investment Due Diligence
- Monitor third parties like subadvisors
Why does your due diligence or research team need Dasseti Collect?
Get the information you need, fast
Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires.
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
Dasseti Collect is fully customizable to match your own workflows.
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 comparison helps you understand your managers and funds at a glance.
Set your data free
Flexible, branded, automatic report creation using any data point! Link directly to your CRM or database too.
Managers LOVE it
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.
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.
Get our free Best Practice Guide to Digitizing the ODD Process
Step by step guide to taking your ODD process to the next level.
One platform, many use cases
Operational Due Diligence
Investment Due Diligence
Investment Manager Monitoring
Research and Document Management
ESG and DEI Data Collection
Pre or post-investment
Enhance your operational due diligence process. Dasseti links directly to your CRM or database, automatically collecting files and scheduling emails and reminders. 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.
Make the right investment decisions
Keep investment portfolios on track by digitizing your investment due diligence process. Use Dasseti's digital platform to perform due diligence on your investment portfolio, quickly and easily. Set your own flags, scores and alerts. Compare previous responses to show only what's changed.
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 makes it easier than ever to open regular dialogue with your managers.
Centralize and standardize your qualitative investment research
Empower your analysts 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.
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 is an ideal platform for delegate oversight, initial due diligence, deep dive qualitative due diligence and ongoing due diligence.
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's due diligence platform.
Custom dashboards to display the data you need to see
ESG and Diversity, Equality and Inclusivity issues are at the top of the agenda for many investors, asset managers, private equity firms and citizens. Any data can be collected via Dasseti Collect and displayed in a custom dashboard to show emissions, diversity, or any other metric. Dasseti has digitized the ILPA DDQ which includes diversity metrics from the PRI. Or clients can design their own questionnaires to collect the specific information they need to see.
See how our clients use Dasseti Collect
Suitable for ODD, investment teams, research teams within Institutional Investors
General Partners in the Private Equity Sector looking for insights into portfolio companies
- Digitized DDQ Engine
- Fund and Manager Tracking
- Workflow and Collaboration Tools
- Review and Risk Management
- Automated Scoring and Comparison
- Analytics and Reporting
- CRM Capabilities
- Research and Document Management
Dasseti Collect +
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
- Every feature in Dasseti Collect, plus
- Dedicated Client Portal
- Private Cloud Hosting
- White labelling
- Advanced Custom Reporting Options