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AI-powered DDQ and RFP response software designed specifically for fund managers and GPs

 

Dasseti ENGAGE is the only RFP solution that integrates with Nasdaq eVestmentTM for easy data sharing between platforms.

 

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DASSETI ENGAGE

Streamline Investor Relations

From small GPs to the world's largest asset managers, Dasseti ENGAGE allows IR teams to deliver consistent information, fast, using the platforms investors prefer.

Respond to DDQs and RFPs quickly and easily

When DDQs or RFPs come in, automate the first response draft with AI-powered Smart Response technology. Then take time to customize and approve.

Publish new data to every investor with a single click

Update information centrally and publish to all clients easily. Save hundreds of hours on manual updates.

Keep sensitive investor information safe

Share live data with LPs via secure investor portals. See who has accessed your information, and restrict where that can be shared.

Meet your investors where they are

Dasseti ENGAGE uses AI to flex data to fit investor templates, standard DDQs, consultant databases, or Word, Excel and Chrome documents.

Manage your IR headcount

Meet increasing DDQ and RFP volumes with Dasseti ENGAGE instead of new IR hires.

Provide consistent data to every investor

Ensure high quality communications, from every team, in every location, across every asset class.

Interact with investors in real time

Drive more insightful, valuable investor communications with secure sharing in investor portals.

Manage profiles and QA Bank data in one place

Use Dasseti ENGAGE to manage profiles and QA bank data or integrate with your existing RFP software or QA bank and automate updates across all templates.

Meet your Investor Relations team challenges head on

  • The sheer volume of data flowing between managers and allocators, and GPs and LPs is hard to manage
  • Increasing headcount isn't always possible
  • Equip your team with AI tools to plug capability gaps is a smart alternative

Work on RFPs and DDQs in the platforms you like best

  • In the Dasseti ENGAGE app you can use Smart Docs our new AI-powered tool to take information from approved company documents to populate new requests for information, RFPs or DDQs
  • Word, Excel and Chrome add-ins also make it easy to bring the power of Dasseti ENGAGE directly to the RFP or DDQ document you have received
  • Receive it, complete it and send it back to your investor, without leaving the original document
  • If you ARE maintaining a QA Bank as a central repository, you can easily push new questions or answers to the QA Bank using the add-in
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Designed specifically for the investment management community

  • AI model trained on a proprietary investment RFP data set and your firm's rubric
  • Search within your own company documents
  • Fields and labels designed using investment specific language
  • Our team are investment management professions who understand your challenges and workflows

Manage consultant databases with ease

  • Dasseti ENGAGE is the only RFP response software that integrates two ways with Nasdaq eVestmentTM for seamless data sharing between platforms
  • Re-use data from your profile in RFP and DDQ responses
  • Easily populate consultant databases with approved data from your QA Bank
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DASSETI ENGAGE

Respond, publish and distribute up to date information to allocators with a single solution

RESPOND
Dasseti ENGAGE uses AI to help you respond faster and cope with increasing volumes of RFPs and DDQs

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PUBLISH
Dasseti ENGAGE allows you to publish individual data points to update consultants databases and client formats consistently and easily

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DISTRIBUTE
Dasseti ENGAGE allows you to create and distribute your standard DDQ to selected investors, or share with a wider pool, and see who has interacted with it

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Dasseti ENGAGE

Custom Pricing

Contact us to discuss your specific requirements

  • Icons (2) AI-powered Smart Docs, Smart Response, Smart Search and Smart Writer
  • Tick icon #2 Nasdaq eVestment integration
  • Tick icon #2 Live data sharing
  • Tick icon #2 Update once, publish everywhere
  • Icons (2) Team workflow and oversight
  • Icons (2) Microsoft Word, Excel and Chrome plugins
  • Icons (2) CRM for investor profiles and file management
  • Icons (2) Full audit trail for compliance
  • Icons (2) Customizable report templates
  • Tick icon #2 Integrates with current Investor Relations software stack

Related Insights

Transform the way your Investor Relations and RFP teams work

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