Make sure your funds, managers and GPs measure up
Dasseti Collect is a digital due diligence and monitoring platform that helps you automate operational and investment due diligence.
Equip manager selection teams with the tools they need to compare managers quickly but thoroughly.
Ensure your members' investments are safe with regular and thorough due diligence throughout the lifecycle of the investment.
To Overcome Common Due Diligence Challenges
Data and document overload
Keep all your research in one place for easy access and version control.
Maintain a full audit trail and greater transparency across the organization.
Complex investment strategies
Adapt due diligence processes dynamically across managers and asset classes.
Repetitive and time consuming
Automate repetitive manual processes to speed up quarterly or annual monitoring.
Get our free Best Practice Guide to Digitizing the Due Diligence Process
Step by step guide to taking your due diligence process to the next level.
One platform, many use cases
Operational Due Diligence
ESG and DEI Data Collection
Single Source of Truth
Streamline your ODD process
Send questionnaires with ease and automate the tagging, flagging and alerts as the responses come in.
Set up workflows that mean your team follow a consistent process for every ODD exercise.
Scale your ODD operations with ease with Dasseti Collect.
Visualize your portfolio's ESG and diversity position
ESG and Diversity, Equality and Inclusivity issues are at the top of the agenda for policyholders and regulators but it can be hard to find the data you need, particularly in private markets.
Dasseti Collect for ESG allows you to collect any data point using the Dasseti questionnaire builder, then analyze and display in a set of custom dashboards. Or use industry standard templates like the ILPA DDQ which includes diversity metrics from the PRI.
Gain complete and continual visibility into your portfolio
Regular, consistent monitoring of funds, GPs and managers is time consuming and repetitive.
Dasseti Collect automates the monitoring process and allows you to scale operations effortlessly. Document scraping, auto comparisons, smart matching and custom workflows cut admin time in half and provide full visibility across portfolios.
Identify gaps, centralize and standardize your research documents
Empower your portfolio managers and analysts with highly organized research documentation.
Combine meeting notes, DDQs and market research in a single platform for easy viewing and custom reporting.
Bring order and efficiency with a platform that flexes to fit your specific workflows.
Seamlessly import documents from other systems and data rooms using robust APIs
Dasseti works in harmony with standard workflows and practices. Robust, secure APIs allow integration with other platforms and data rooms, allowing you to ingest data from multiple sources to view and analyze in the Dasseti Collect platform.
Maintain oversight of board and advisory meetings
Schedule meetings, pull board reports together with a few clicks and visualize investment data using custom charts and graphs.
Generate reports with a few clicks. Share your ESG scores, based on data points you have collected directly from managers and GPs. Prepare for manager monitoring meetings, with the latest DDQ responses, showing risks and flags. Assist compliance teams with time stamped data on products, managers, pay, regulatory action, gender diversity or any data point you choose.
Dasseti is packed with useful tools
APIs and Integration
No more flicking between platforms. Allow your systems to talk to each other with custom APIs.
Fund, Manager and GP Data Tracking
Set up pre-defined flags and alerts to track risks within funds, GPs or managers.
GP and Manager Portal
GPs and managers can respond quickly and easily to your data requests in a web-based portal. We make it easy for them to pre-fill from previous answers or drag and drop where required.
CRM and Document Management
Outlook and SharePoint integrations let you track and manage contacts, emails and shared documents. Enrich your research and diligence data for a holistic view.
Workflows and Collaboration Tools
Build digital workflows and approvals processes that match the way your business works. Allocate tasks, track activities and progress. And see a full audit trail.
Review and Risk Management
Review managers and funds in a fully customizable review module.
Automated Scoring and Comparison
See how your portfolio looks at a glance, with customizable, automated scoring and comparison features.
Analytics and Reporting
Create branded reports in minutes. Linked directly to your CRM or database.
Get a clear picture of your managers, GPs and funds