DASSETI ENGAGE

Managers and GPs: Meet the new Investor Relations tool that will save hundreds of hours

  • Free up time to build stronger relationships with investors.
  • Speed up communications and deliver a consistent message to investors.
  • Update data once, share all over. 
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Dasseti Engage IR Software Thoughts

Meet 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.

Providing your current team with tools to plug capability gaps is a smarter alternative.

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 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 flexes 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 exiting RFP software or QA bank and automate updates across all templates.

DATA SHEET

Dasseti Engage: Manager and GP investor relations software

Give your IR team the tools they need to be:

Consistent. Efficient. Scalable.

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Dasseti Engage Overview
DASSETI ENGAGE

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

RESPOND

Dasseti Engage helps you respond faster and cope with increasing volumes of RFPs and DDQs

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PUBLISH

Dasseti Engage means you can publish data to update all templates and client formats consistently

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DISTRIBUTE

Dasseti Engage allows you to 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

  • Tick icon #2 Secure investor portals
  • Icons (2) Centralized response bank
  • Tick icon #2 Live data sharing
  • Icons (2) Smart Response auto suggestion
  • Tick icon #2 Powerful investment-specific search engine
  • 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
  • Icons (2) Word, PDF and Excel document scraping
  • Tick icon #2 Works in harmony with current Investor Relations software stack
  • Tick icon #2 White labelled investor portals available on request
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Transform the way your Investor Relations and RFP teams work

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