Streamlining Borrower Engagement: Less Noise, More Insight
Over the past few months I've engaged with a range of private credit firms, ranging from 1bn to over 100bn in AUM, and one central theme continues to...
Digitize your:
- Operational Due Diligence
- Investment Due Diligence
- Manager and Third Party Monitoring
Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires.
Set your own pre-defined flags and alerts to track risks within funds or managers.
Dasseti COLLECT is fully customizable to match your own workflows.
Our advanced review module helps you deep dive into specific managers, third parties or funds.
Automated scoring and comparison helps you understand your managers and funds at a glance.
Flexible, branded, automatic report creation using any data point. Link directly to your CRM or database too.
Managers tell our clients that the response portal is user friendly and intuitive. They can even pre-fill from previous answers.
Outlook and SharePoint integrations let you track contacts, emails and shared documents.
Dasseti COLLECT is the best way of getting reliable data directly from GPs on their operations or the underlying entities.
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
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.
Step by step guide to taking your ODD process to the next level.
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.
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.
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.
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.
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.
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.
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.
FEG Investment Advisors uses Dasseti COLLECT to gain visibility into diversity and inclusion metrics across the manager universe
Over the past few months I've engaged with a range of private credit firms, ranging from 1bn to over 100bn in AUM, and one central theme continues to...
I was a panelist on a webinar last week with other private markets focused FinTech vendors where we discussed the transformative impact of technology...
The financial services industry in Australia is facing a significant regulatory shift with the upcoming implementation of the Australian Prudential...
Contact us to discuss your exact requirements