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.
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.
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.
Respond, publish and distribute up to date information to allocators with a single solution
Dasseti Engage helps you respond faster and cope with increasing volumes of RFPs and DDQs
Dasseti Engage means you can publish data to update all templates and client formats consistently
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
- Secure investor portals
- Centralized response bank
- Live data sharing
- Smart Response auto suggestion
- Powerful investment-specific search engine
- Update once, publish everywhere
- Team workflow and oversight
- Microsoft Word, Excel and Chrome plugins
- CRM for investor profiles and file management
- Full audit trail for compliance
- Customizable report templates
- Word, PDF and Excel document scraping
- Works in harmony with current Investor Relations software stack
- White labelled investor portals available on request