Get a clear view of your portfolio companies
- Collect data directly from portfolio companies
- Gather and analyze ESG data
- Display data in interactive dashboards
- Meet disclosure requirements
- Create custom client report templates
Engage more effectively with your LPs
- Automate RFP responses
- Create and share custom DDQs
- Reach a wider LP audience
- Improve client communications
- Fundraise more effectively
Dasseti Collect for GPs
There has never been an easier way to collect data directly from your portfolio companies, before sharing easily with LPs. Dasseti Collect is designed specifically for the investment sector. We know that one size doesn't always fit all.
Collect and analyze ESG and diversity data from your portfolio companies. See the data that matters to you and your LPs, sliced or diced across sectors, companies or funds.
Create data-driven reports using the qualitative data collected directly from portfolio companies. Templates speed up recurring reports.
Collect and report on ESG metrics across your portfolio companies as directed by SFDR and other regulatory requirements.
Ingest and use the data from any document, in any format. Remove the need for manual data input with Natural Language Processing.
Create questionnaires from scratch, use best practice templates or ingest pre-filled responses. Share a simple link with your portfolio companies.
Fund and Portfolio Company Data Tracking
Set up pre-defined flags and alerts to track risks within funds or companies.
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.
The response portal is user friendly and intuitive. Portfolio companies 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 full visibility of your portfolio companies to share with clients and regulators
Dasseti Engage for GPs
Streamline investor relations and client services with Dasseti Engage.
Dasseti Engage allows private equity investor relations and client services teams to delivery consistent information, fast, using the platforms LPs prefer.
Respond to DDQs and RFPs quickly and easily
When DDQs or RFPs come in, automate the first response draft with Smart Response technology. Then take time to customize and approve.
Create and share your custom DDQ
Create your custom DDQ and share it securely with your own clients and a wider pool of LPs if you choose to.
Keep sensitive investor information safe
Share your live data with LPs via secure investor portals. See who has accessed your information, and restrict where that can be shared.
Work in the way your LPs prefer
Dasseti Engage can work with your LPs systems and preferred data formats. No need to ask clients to change their systems to meet your needs.
Manage your client team headcount
Meet increasing DDQ and RFP volumes with Dasseti Engage instead of new hires.
Provide consistent data to every LP
Ensure high quality communications, from every team, in every location.
Interact with LPs in real time
Drive more insightful, valuable LP communications with secure sharing via LP portals.
Manage profiles and standard company data in one place
Use Dasseti Engage to manage profiles and standard company data or integrate with your exiting RFP software or QA bank.
Respond, publish and distribute up to date information to LPs with a single solution
Dasseti Engage helps you respond faster and cope with increasing volumes of RFPs and DDQs
Dasseti Engage means you can publish data to update all templates and client formats consistently
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
Dasseti Launches Unique Software to Help Investment Manager RFP and Investor Relations Teams Win More Mandates
General Partners (GPs)
Get the data you need from your portfolio companies. Share quickly and securely with your LPs.
- ESG and DEI data collection
- Create Data-Driven ESG Reports
- Portfolio Company Tracking
- Data Room Integration
- Workflow and Collaboration Tools
- Customizable Scoring and Comparison
- Advanced Analytics
- Research and Document Management
- Custom LP Reporting
- Regulatory Reporting
General Partners (GPs)
Respond to LP requests for data. Share your custom DDQ securely, smartly and with a wider audience of LPs.
- Centralized Response Bank
- Smart Response Auto Suggestion
- Live Data Sharing
- Powerful Investment-Specific Engine
- Update Once, Share Everywhere
- Team Workflow and Oversight
- MS Word, Excel, Chrome, Outlook Plugins
- Custom Report Templates
- Full Audit Trail
- Document Scraping