Due Diligence

How Centralized Manager Records Reduce Repetition Across Teams

How central manager records turn due diligence data into stronger oversight across ODD, IDD, ESG and compliance, without forcing teams into one workflow.

Dasseti
Aug 17, 2026
Due Diligence

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To a manager, your firm is one investor. But from your side, that same relationship can sit across ODD, IDD, compliance, ESG and research teams, with each function bringing their own questions, review criteria and deadlines. When each team collects information separately, managers can receive overlapping requests, while multiple responses to the same question can introduce slight differences in wording and leave teams without a clear source of truth.

Working from one central manager record does more than cut the duplication. Each review begins with what the firm already knows, requests reach the manager in a coordinated way, and each team's input is stored centrally for the next review to build on. The result is better coordination without forcing every team into the same workflow.

One central data record with each team's own lens

A shared manager record does not mean every team must assess the manager in the same way. ODD, IDD, compliance and ESG can draw from the same underlying data while keeping their own review steps, criteria, permissions and judgement. The aim is not to blur the boundaries between teams, but to make each team’s work better informed.

For example, ODD may have already collected the manager’s ownership structure, key service providers and cybersecurity policy. Compliance can then use those source documents while conducting their own regulatory assessment. IDD can draw on the same ownership and organizational information while retaining their own assessment of the investment team, strategy and performance.

The facts can be shared whilst the judgement remains with the team responsible for the review.

Coordinated requests and a better manager experience

The benefits extend beyond internal efficiency. Because teams can see what has already been asked and answered, the firm can approach a manager as one organization rather than disjointed units. This is particularly important during onboarding, when ODD, compliance, ESG and investment teams may all be working under time pressure. Without coordination two reviewers could request the same policy, ownership information or service-provider details within days of each other.

A shared record shows teams what is already available, what remains current, and where further input or coordination is needed.

As a result, managers receive fewer, clearer requests, while internal teams spend less time reconciling responses. That creates a more consistent experience for the manager and helps improve the quality and reliability of the information returned.

A central manager record becomes more valuable over time

As different teams add new responses, findings, documents and review decisions, the record builds a fuller history of the manager relationship. Instead of leaving information across separate questionnaires, reports and inboxes, the firm retains it in one reliable source. Future reviews can then easily build on what is already known, new analysts inherit the previous context, and teams spend less time reconstructing the same information.

We explore this cycle-to-cycle value in more detail in Due Diligence Data Centralization: What Changes When It All Connects.

Because the underlying data is structured and stored against the manager or fund profile, teams can continue to find and reuse it as questionnaires and reporting requirements change, rather than it being left trapped inside one questionnaire version. This longer-term data challenge is covered in The Year 2 Problem.

Bring manager oversight into one record

A shared manager record brings ODD, IDD, ESG, compliance and research onto common ground without changing how any team works.

Book a demo with our team to see how Dasseti COLLECT helps teams review every manager you oversee from one record.

 

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