Why Dasseti’s CEO Believes Sidekick AI Will Transform Investment Workflows
At Dasseti, artificial intelligence isn’t a bolt-on. It’s a carefully integrated engine that helps investment professionals make better decisions, deepen relationships, and save time.
We sat down with Wissem Souissi, Dasseti’s Founder and CEO to understand the strategy behind Sidekick AI, why it’s more than just another assistant, and what’s coming next for AI in due diligence and investor relations.
The Right Time to Go Public
Dasseti has been building and releasing AI-powered features for nearly two years, so why bring Sidekick to the forefront now?
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“We started our AI journey around 18 or 24 months ago. But recently we can recognize that we need to formalize it into a kind of long-term and sustainable strategy, supported by robust infrastructure, thoughtful features and intuitive UX.”
“The market is much more open to AI than it was a year or two ago... and the tools we can leverage now are much stronger than before. The last, and not the least, are real client asks…we have more and more clients asking us about specific kind of needs. And yeah, we believe that with what we're delivering, we can address those needs in the best way.”
With Sidekick, Dasseti is packaging up its AI capabilities under a single name, but behind the scenes, the foundation has been years in the making.
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Real Value, Not Flashy Features
In a crowded market full of “AI-first” slogans, Dasseti’s approach is grounded.
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“At Dasseti, we approach AI as a strategic tool. It's not really a marketing topic for us.”
“The lasting value comes from an AI that will enhance the decision making and not replace it.”
“We focus on three main areas: usability, scalability, and auditability. If an AI feature doesn't improve how investors or fund managers interact with data and streamline their compliance while maintaining full traceability, it’s a no-go.”
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AI as a Core Pillar of the Platform
AI isn’t just a “Sidekick” it’s embedded across Dasseti’s long-term roadmap.
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“AI has become a core pillar of our R&D strategy, and it will remain central to our long-term vision.”
“We’ve introduced many innovative AI features to our clients, and there's still a big pipeline of exciting enhancement that we're working on.”
“We don’t want to chase every AI trend. We want to build capabilities that fit together over time.”
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What Makes Sidekick Different
Sidekick’s defining trait is that it works inside real workflows rather than around them.
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“Sidekick is workflow integrated. It operates directly within our different solutions, Collect, Engage, and the Harvest platform. Users never leave their normal workflow.”
“We use Azure OpenAI, enterprise-grade tech, with a zero data retention policy. Every response includes the source reference for audit trail purposes.”
“Most importantly, Sidekick creates structured outputs that become valuable assets over time. That helps our clients build institutional knowledge, not just get answers.”
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Evolving Roles in the Age of AI
Wissem sees AI as a force multiplier for investment teams rather than a replacement.
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“AI will fundamentally uplift these roles by eliminating routine tasks and strengthening the judgment of the users.”
“IR teams will have more time to focus on relationship building and strategic positioning.”
“AI won’t replace the investment professionals, the goal is to make them more effective.”
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A New Kind of Client Conversation
The impact of AI goes beyond efficiency, it’s influencing how clients see Dasseti as a strategic partner.
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“It’s no longer just about operational efficiency... it’s more about intelligence.”
“Clients are seeing Sidekick as a strategic differentiator, not just an efficiency tool.”
“We’re seeing deeper collaboration, more clients are coming to us with their own ideas. It’s a co-developed journey.”
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Sidekick, Summed Up
So what’s the single sentence that captures Dasseti’s approach to AI?
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“We build AI that works the way investment professionals think.”
“We don’t build features just for the sake of ticking a box. We solve specific problems our clients face daily... Our success is measured by how effectively it helps clients make better investment decisions, build stronger relationships and manage risk more efficiently.”
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Ready to see Sidekick in action?
Book a demo with our team and discover how Sidekick can help your firm scale due diligence, investor comms, and compliance.