Enhancing Manager Oversight: Allocator Tools for Smarter DDQ Review

Automating Oversight with Dasseti COLLECT

Dasseti COLLECT gives allocators the tools to manage deadlines and reminders at scale, without needing to chase every step.

• Set it once: Allocators can define response deadlines at the questionnaire level or per recipient
• Reminders on autopilot: Automated reminders can be scheduled before or after the deadline – no manual chasing required
• Grace periods or hard stops: Choose whether to allow late responses (useful for monitoring), or cut off on time (essential for RFPs)

AI-enhanced workflows also power progress tracking and risk alerts – helping you spot unusual responses automatically and prioritize where to focus.

These features don’t just improve workflows – they send a clear signal to managers about your expectations, without requiring constant back-and-forth.

Flagging, Scoring, and Focused Review

Once responses start coming in, the challenge shifts to review. Not every answer requires the same level of attention – and yet many allocators still review every DDQ linearly, from start to finish.

Dasseti COLLECT helps you prioritise with:

• Automated flagging: Highlight outliers or missing answers based on logic rules you define
• Custom scoring tools: Assign internal scores to key questions to guide investment committee discussions
• At-a-glance dashboards: See what’s complete, overdue, or requires escalation across your entire pipeline

The result is less time reviewing what you already know – and more time focusing on what actually changed.

Structured Workflows Make Data Review Smarter

Platforms that simply digitise the questionnaire don’t solve the review problem. If data is still locked in static documents, it can’t be sorted, benchmarked, or searched in any meaningful way.

Because Dasseti is data-first, every response is structured, searchable, and AI-enabled. You can:

• Search across questionnaires for a specific risk or KPI
• Benchmark responses over time or across peer groups
• Create exception views to triage your pipeline

It’s a more strategic way to manage oversight – especially when juggling multiple managers, strategies, and timelines.

Workflows That Scale Without Extra Admin

The goal of allocator tech isn’t to replace judgement, it’s to amplify it. By reducing admin burden, platforms like Dasseti COLLECT free up time for teams to focus on the high-value parts of due diligence: assessing risk, identifying gaps, and supporting investment decision-making.

With structured, automated workflows, your DDQ program doesn’t just run smoother – it scales.