PDF GUIDE

Designing Smarter DDQs

A practical guide for allocators looking to reduce admin, improve response quality, and make better use of data and AI.

How you design your due diligence questionnaire matters. Too many questions, and managers disengage. Too little structure, and you end up with data you can’t reuse.

This guide shares practical ways to fine-tune your DDQ process while staying in control of timing, quality, and insight.

Whether you’re building pre-investment templates or scaling post-investment monitoring, this guide is designed to help.

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Inside the guide:

  • How to structure DDQs for pre- vs post-investment workflows
  • Which question formats (yes/no, tables, uploads) deliver the best data
  • How allocator-side prefilling improves speed without losing accuracy
  • How to reduce duplication across multi-strategy requests
  • Why structured, reusable data matters more in year two and beyond

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