Looking for ways to collect data from portfolio companies or respond faster to LP requests for information?

Designed specifically for the investment sector, Dasseti has two solutions that are ideally suited to meet your data challenges

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GP solutions
DASSETI COLLECT FOR GPS

Get a clear view of your portfolio companies' ESG credentials with Dasseti ESG Collect

  • Collect data directly from portfolio companies
  • Compare variable ESG data more easily
  • Display data in interactive dashboards
  • Meet disclosure requirements
  • Create custom client report templates
DASSETI ESG COLLECT
DASSETI ENGAGE FOR GPS

Engage more effectively with your LPs and win more mandates with Dasseti Engage

  • Automate RFP responses
  • Create and share custom DDQs
  • Reach a wider LP audience
  • Improve client communications
  • Fundraise more effectively
DASSETI ENGAGE
DATA SHEET

Dasseti for GPs

Check out our solutions for GPs in this two page overview

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Dasseti GP Overview

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.

ESG Dashboards

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.

Client Reports

Create data-driven reports using the qualitative data collected directly from portfolio companies. Templates speed up recurring reports.

Regulatory Reporting

Collect and report on ESG metrics across your portfolio companies as directed by SFDR and other regulatory requirements.

Document Scraping

Ingest and use the data from any document, in any format. Remove the need for manual data input with Natural Language Processing.

Questionnaire Engine

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.

Response Portal

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.

DASSETI COLLECT FOR GPS

Get full visibility of your portfolio companies to share with clients and regulators

INSIGHTS

The challenges of ESG data collection in private markets

INSIGHTS

Why Investor Relations teams need to embrace AI

INSIGHTS

Dasseti Wins Best ESG Solution Provider Award for 2023

NEWS

Diligend Rebrands as Dasseti, Announces Series A Financing Led By Nasdaq Ventures

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.

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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GP

Dasseti Collect

General Partners (GPs)

Get the data you need from your portfolio companies. Share quickly and securely with your LPs.

  • Icons (2) ESG and DEI data collection
  • Tick icon #2 Create Data-Driven ESG Reports
  • Icons (2) Portfolio Company Tracking
  • Icons (2) Data Room Integration
  • Icons (2) Workflow and Collaboration Tools
  • Icons (2) Customizable Scoring and Comparison
  • Icons (2) Advanced Analytics
  • Icons (2) CRM
  • Icons (2) Research and Document Management
  • Icons (1) Custom LP Reporting
  • Icons (1) Regulatory Reporting
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Engage

Dasseti Engage

General Partners (GPs)

Respond to LP requests for data. Share your custom DDQ securely, smartly and with a wider audience of LPs.

  • Icons (2) Centralized Response Bank
  • Icons (2) Smart Response Auto Suggestion
  • Icons (2) Live Data Sharing
  • Icons (2) Powerful Investment-Specific Engine
  • Tick icon #2 Update Once, Share Everywhere
  • Tick icon #2 Team Workflow and Oversight
  • Tick icon #2 MS Word, Excel, Chrome, Outlook Plugins
  • Tick icon #2 Custom Report Templates
  • Tick icon #2 CRM
  • Tick icon #2 Full Audit Trail
  • Tick icon #2 Document Scraping
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Making data visible in private markets

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