Distribute your custom DDQs
Share your own DDQ and company or fund profiles with LPs, securely and smartly.
We don't force you to use a template or standardized format, share your own data, your way.
Do it your way with Dasseti Engage. Create your fund and company profiles and custom DDQs, the way you want. Share with your clients and wider community of LPs via secure portals.
Get full insights into who and how LPs have interacted with your content.
Distribute tailored client information smartly and securely.
Respond to DDQs and RFPs faster.
Publish up to date information in recurring client and consultant templates.
Increased scrutiny for operational risk and outsourcing, coupled with tightened regulation has increased the volume of questionnaires allocators send out. High profile failures also causes ODD to peak sporadically.
Dasseti Engage allows IR teams to respond to DDQs and RFPs faster. Using AI and automation, Dasseti Engage suggests the best-fit responses. New team members use the platform to get instant access to approved company data and a historical record of all responses.
Each investor and database has different data entry requirements. One fund may need to report across 50 different quarterly reports or databases.
Finding the right place to update information following a change is a manual process and can be extremely time consuming.
IR teams are at risk of providing inconsistent responses to allocators, when there are so many different formats and templates to update. Checking and updating hundreds of different templates is manual and time consuming, but it is not feasible to ask allocators to change their templates to suit your processes.
Dasseti Engage integrates with existing IR software to allow teams to update information once, then publish across all client templates, DDQs and databases. Our powerful AI-enabled search recognizes variants in terminology and matches the correct data.
Allocators, especially LPs often want to consume fund and manager data in a way that is familiar to them.
Sharing highly sensitive investment data via email is insecure. Other solutions such as data rooms can be a better option, but may not provide the intelligence and insights that you're looking for.
Dasseti Engage provides real time sharing, in a secure and auditable portal. You can track live access of your profiles and DDQs. See who has accessed the materials, when and for how long. Granular security settings allow you to lock down files and data to the individual level, preventing unauthorized sharing, printing or downloading.
Give your IR team the tools they need to be:
Consistent. Efficient. Scalable.
Share your own DDQ and company or fund profiles with LPs, securely and smartly.
We don't force you to use a template or standardized format, share your own data, your way.