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:
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 And no chance of an outdated version slipping into a response.
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.
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.
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.
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.
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?
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.