AI

Respond to DDQs and RFPs Faster with AI on Dasseti’s Free Platform

Save hours on investor questionnaires. Dasseti’s free portal uses AI to reduce manual work, complete requests faster, and ensure compliant submissions.

Dasseti
Aug 5, 2025
AI Investor Relations

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Investor requests, RFPs, and recurring DDQs keep piling up - and the deadlines don’t wait. For many managers, responding accurately and on time can eat into days of work. But it doesn’t have to.

Dasseti’s free RFP and DDQ response platform includes AI-powered tools that help managers handle questionnaires faster and with less effort. Here’s how you can reclaim your time without cutting corners.

Don’t Start from Scratch

When a new DDQ or RFP arrives, chances are you’ve answered many of those exact questions before. Instead of starting from scratch, use Dasseti’s Use Previous Answers feature to surface responses from past questionnaires in seconds.

Copy previous answers individually, or insert answers in bulk, then filter for “Unanswered” to focus only on the new questions.

Search Smarter, Not Harder

Hunting through old files for the right wording is a time sink. Dasseti’s Smart Search scans every response your firm has provided on the platform and suggests the best match - so you can:

  • Drop in a previous answer with one click
  • Generate a first draft when no match exists
  • Chat with AI to refine or summarize text without leaving the platform

Let AI Do the Heavy Lifting

Dasseti Sidekick brings automation to the next level:

  • Summarize & Formalize – Condense a long narrative or turn bullet points into a polished paragraph directly inside your response field.
  • Chat with Document – Upload files like your ADV Part 2, policy documents, or ESG reports, and ask specific questions; get instant answers without scrolling through pages.
  • Autofill Entire Questionnaires with AI – Use your historical requests or upload up to 20 reference documents to populate a full RFP or DDQ in minutes.

Need to respond to requests received outside Dasseti - like custom Word or Excel templates, consultant portals, or email?

Upgrade to Dasseti ENGAGE and use Sidekick AI across any request, not just those received through the Dasseti platform.

LEARN MORE

 

Built-In Security

Efficiency is important, but not at the expense of security. Dasseti’s AI ensures:

  • Zero data retention – Files are destroyed immediately after processing.
  • No model training – Your data never leaves the secure environment.
  • Enterprise-grade infrastructure – Powered by Azure OpenAI for compliance and control.

Hundreds of managers already use these tools to streamline responses securely.

Start saving hours on your next DDQ. If you’re already responding on Dasseti and are not yet enabled for AI tools, get in touch to get started.

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Want to see these features in action - and a look at what’s coming next?

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