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

Diligend Collect

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.


One platform, many use cases

  • Portfolio Monitoring

  • Data Aggregation

  • Document Management

  • Email Storage

  • Meeting Oversight

  • 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. 

Private Equity Manager

Dasseti Collect

General Partners (GPs)

Get visibility into your portfolio companies and enhance LP communications

  • Icons (2) Portfolio Co and Fund Tracking
  • Icons (1) ESG and DEI Data Collection
  • Tick icon #2 Secure LP Portals
  • Icons (2) Workflow and Collaboration Tools
  • Icons (2) Automated Scoring and Comparison
  • Icons (2) Advanced Analytics
  • Icons (2) CRM
  • Icons (2) Research and Document Management

Dasseti Collect

Limited Partners (LPs)

Streamline the data collection and analysis process. Enhance relationships with your GPs.

  • Icons (2) Data Room Integration
  • Icons (2) Fund and GP 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
  • Icons (2) Research and Document Management
  • Icons (1) ESG and DEI Data Collection

Get visibility into private market investments