DDQ AND RFP RESPONSE SOFTWARE

Improve Investor Relations

 

Respond to any DDQ or RFP from any investor 

Draw from a centralized bank of responses to answer any DDQ or RFP from any investor, faster and with greater accuracy, no matter what platform they use to deliver the questionnaire.

Duplicating effort

You probably receive multiple requests for the same or similar information from investors.

Team collaboration

It can be difficult to collaborate efficiently across front, middle and back offices.

Outdated responses

Are you maintaining the latest company data and giving consistent responses?

Response deadlines

How do you meet DDQ and RFP response deadlines without impacting core business activities?

Wasting valuable resources

Don't waste specialist investor relations resource on manual, repetitive tasks.

Specialized responses are labour intensive

Custom responses can take up to 18 hours to complete.

Key person risk

Company knowledge is often held by a single individual. Without them responding in a timely manner is impossible.

Internal ownership

Who takes ownership of responding to DDQs and RFPs? It's not always clear cut.

DASSETI ENGAGE

Respond, publish and distribute up to date information to allocators with a single solution

RESPOND

Dasseti Engage helps you respond faster and cope with increasing volumes of RFPs and DDQs

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PUBLISH

Dasseti Engage means you can publish data to update all templates and client formats consistently

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DISTRIBUTE

Dasseti Engage allows you to distribute your standard DDQ to selected investors, or share with a wider pool, and see who has interacted with it

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DATA SHEET

Dasseti Engage: Manager and GP investor relations software

Give your IR team the tools they need to be:

Consistent. Efficient. Scalable.

Dasseti Engage

Custom Pricing


  • Tick icon #2 Secure investor portals
  • Icons (2) Centralized response bank
  • Tick icon #2 Live data sharing
  • Icons (2) Smart Response auto suggestion
  • Tick icon #2 Powerful investment-specific search engine
  • Tick icon #2 Update once, publish everywhere
  • Icons (2) Team workflow and oversight
  • Icons (2) Microsoft Word, Excel and Chrome plugins
  • Icons (2) CRM for investor profiles and file management
  • Icons (2) Full audit trail for compliance
  • Icons (2) Customizable report templates
  • Icons (2) Word, PDF and Excel document scraping
  • Tick icon #2 Integrates with current Investor Relations software stack
  • Tick icon #2 White labelled investor portals available on request
FAQ

Need clarification?

I've used Dasseti to respond to investor requests in the past. Is this the same platform?

No, although it is similar. If you have been invited to use Dasseti by an investor in the past, you will be familiar with the Dasseti Manager Portal. Dasseti Engage is a brand new platform which takes the Manager Portal a step further. With Dasseti  Engage you can maintain responses in a centralized bank, respond to ANY investor request and collaborate with your team members using the platform.

How does Dasseti Engage speed up the response process?

Dasseti Engage uses Natural Language Processing to search across any previous response that has been uploaded to the platform. It then suggests the best fit response with details of last use, author etc.

Maintain a Q&A bank if you want to, or let Dasseti do the hard work.

When DDQs or RFPs come in, you can respond in Word, Excel, or your Chrome browser using our powerful plug ins. Dasseti Engage suggests the most accurate response based on your own parameters and gives you a head start to complete the response quickly and consistently. 

Team collaboration tools allow you to assign questions and maintain oversight over the response workflow, to monitor progress.

How do I access Dasseti Engage?

Dasseti Engage is a cloud-based software app that can be accessed via any web browser.

Try it for free on a supported trial, invite your colleagues and then easily switch to a paid account.

Request a free trial

How much is Dasseti Engage?

Dasseti is priced on an annual basis, per user according to your specific use case. Please get in touch to discuss pricing.

Request Pricing

Transform your DDQ and RFP response process