Organize and analyze your investment portfolio data
A digital platform that streamlines GP due diligence, de-risks the investment portfolio and ensures compliance with a full audit trail

Reduce the risk of investing in private markets
Speed up time to collect the data you need to assess and compare GPs and funds. Minimize investment risks and stay compliant.
Email Integration
Seamless integration with Outlook allows you to search, manage and organize emails and attachments effortlessly.
Document Scraping
Ingest and use the data from any document, in any format. Remove the need for manual data input with Natural Language Processing.
ESG Dashboards
Collect and analyze ESG and diversity data separately in custom portals. See the data that matters to you, sliced or diced across funds, asset classes or GPs.
Data Room Integration
Automate data collection from GP data rooms to manage and analyze it in the Dasseti platform.
Questionnaire Engine
Create questionnaires from scratch, use best practice templates or ingest pre-filled responses. Simple, intuitive and customizable.
Data Tracking
Set up pre-defined flags and alerts to track risks within portfolio cos, funds or GPs.
Workflows and Collaboration Tools
Fully customizable to match your own processes. Allocate tasks, track activities and progress. And see a full audit trail.
Review and Risk Management
Review only the data you want to see in the fully customizable review module.
Automated Scoring and Comparison
Review your portfolio at a glance, with customizable, automated scoring and comparison features.
Analytics and Reporting
Fully customized, automatic report creation in any format. Linked directly to your CRM or database.
Response Portal
The response portal is user friendly and intuitive. Portfolio companies or GPs can pre-fill from previous answers or drag and drop where required.
CRM and Document Management
Outlook and SharePoint integrations let you track contacts, emails and shared documents. Enrich your data.
Get our free Best Practice Guide to Digitizing the Due Diligence Process
Step by step guide to taking your due diligence process to the next level.
What to ask when conducting due diligence on private equity funds
One platform, many use cases
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Portfolio Monitoring
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Data Aggregation
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Document Management
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Email Storage
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Meeting Oversight
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ESG and DEI Data Collection
Gain complete and continual visibility into your portfolio
Dasseti provides a frictionless, intuitive portal for portfolio companies to provide the information you need on a regular basis.
Securely share your live DDQ or profile
Dasseti works in harmony with standard workflows and practices in private markets. Robust, secure portals allow sharing, with full viewer analytics.
Identify gaps, centralize and standardize your research documents
Empower your team with highly organized research documentation. Bring order and efficiency with a digital solution that flexes to fit your specific workflows.
Store and search emails with ease
Capitalize on the rich data stored in emails by tagging certain words, names or phrases and automatically copying to fund or portfolio company files.
Maintain oversight of board and advisory meetings
Schedule meetings, pull board reports together with a few clicks and visualize investment data using custom charts and graphs.
Visualize your portfolio's ESG and diversity position
Use industry standard templates like the PRI and ILPA DDQs or collect any data point from portfolio companies using the Dasseti questionnaire builder. Slice and dice the results in a custom dashboard.

Dasseti Collect
General Partners (GPs)
Get visibility into your portfolio companies and enhance LP communications
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Portfolio Co and Fund Tracking
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ESG and DEI Data Collection
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Secure LP Portals
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Workflow and Collaboration Tools
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Automated Scoring and Comparison
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Advanced Analytics
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CRM
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Research and Document Management

Dasseti Collect
Limited Partners (LPs)
Streamline the data collection and analysis process. Enhance relationships with your GPs.
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Data Room Integration
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Fund and GP Tracking
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Workflow and Collaboration Tools
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Review and Risk Management
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Automated Scoring and Comparison
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Analytics and Reporting
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CRM
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Research and Document Management
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ESG and DEI Data Collection