Why Dasseti’s AI Sidekick Is Smarter Than Just “Using ChatGPT”

We’re still being asked: “Why can’t we just use ChatGPT for this?”

On the surface, it’s a reasonable question. But when you dig into what institutional investors and managers actually need, from structured, auditable outputs to bulletproof data governance, generic AI tools just don’t cut it.

Dasseti Sidekick was built specifically for the investment industry. It’s not a bolt-on, not an experiment, and definitely not a chatbot wrapped in enterprise clothing. Sidekick is your AI assistant inside Dasseti COLLECT and ENGAGE, designed to enhance regulated workflows, automate complex reviews, and generate decision-ready insights at scale.

Here’s how Sidekick goes beyond generic AI tools:

It Works Where You Work

With generic AI tools, you’re constantly toggling between tools, pasting content, and managing version control. Sidekick lives inside your existing workflows.

• In COLLECT, Sidekick automates everything from ADV review and document scraping to response validation and risk scoring.

• In ENGAGE, it helps GPs and IR teams respond faster and more accurately to DDQs, RFPs, and consultant databases, directly within the platform.

The result? Zero context-switching. No cleaning up AI output. And no chance of an outdated version slipping into a response.

It Understands Investment Language

Generic AI tools are built for broad use cases. Sidekick speaks the language of due diligence, operational risk, ESG metrics, regulatory filings, and investment governance.

It’s built to handle:

• Complex fund structures and asset class nuances

• Governance documentation and investor expectations

• Peer group comparisons and year-on-year trend analysis

Because Sidekick understands the context behind the content, it answers questions and delivers insight.

It's Secure by Design

Sidekick runs on Azure OpenAI, with zero data retention, full SOC 2 Type II compliance, and client-dedicated instances. Your data never trains third-party models, never crosses clients, and never leaves a secure environment.

Compare that with generic AI tools or other public AI platforms, where data is processed in shared environments with unclear retention policies. That’s a dealbreaker for anyone handling sensitive investor information.

You See the 'Why', Not Just the 'What'

Generic AI tools give you an answer. Sidekick shows its work.

Outputs includes:

• Source citations

• Confidence scores

• Traceable links to original content

• Version history and structured context

That means you’re never left guessing how a conclusion was reached. It’s AI that supports your expertise, not one that replaces or hides from it.

It Builds Institutional Memory

With generic AI tools, every interaction is disposable. Sidekick structures and stores every response, building a live dataset across funds, managers, periods, and requests.

That gives you:

• Consistent messaging and formatting across teams

• Year-over-year comparability in responses and risk reviews

• Searchable, structured records for audits, reporting, and benchmarking

Sidekick turns your past work into a strategic asset, not just a one-off answer.

Bottom Line: General AI Is a Starting Point. Sidekick Is the Solution.

Generic AI asks you to do the heavy lifting, building workflows, ensuring security, validating responses, and managing outputs.

Sidekick is already doing it.

It’s powering due diligence and investor communication for some of the world’s largest asset owners and managers. And it’s evolving fast, bringing new capabilities like agentic workflows, sentiment analysis, and predictive benchmarking.

If you’re still thinking about using ChatGPT for institutional workflows, ask yourself:
Can they really meet the expectations of your LPs, regulators, or investment committee?

Ready to see how Sidekick fits your workflows?

Whether you're handling manager due diligence, DDQ responses, or investor communications, Sidekick can help you scale faster, without compromising accuracy, security, or control.

Reach out to the Dasseti team to learn how Sidekick is already helping leading allocators and GPs work smarter.