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AI-powered DDQ and RFP response software, built for asset managers and GPs

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

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DASSETI ENGAGE

Investor Communications at Scale, with Consistency and Control 

From the world's largest asset managers to growing GPs, Dasseti ENGAGE allows IR, RFP, and Client Services teams to deliver consistent information, fast, from a single source of approved content.

One source of truth for consistent communications

Centralize firm, strategy and fund-level content in one place. Manage profiles, QA bank data, live data points, previous responses and documents so teams can find and use the right information with confidence.

Keep every consultant database aligned and up to date

Manage and align approved narratives, Q&A items and live data points across consultant databases from one controlled source. Update once, then keep messaging accurate, current and consistent across every relevant record.

AI-assisted first drafts, governed by your content

Use Dasseti Sidekick to generate strong first drafts from approved answers, previous responses and source documents. Your team stays in control with review, refinement and approval before anything is shared.

Work where your team already works

Respond to investor requests directly in Word, Excel, Outlook and investor portals. Complete and return each one in the format it arrived in, drawing on approved content without switching between systems.

Governed, secure and auditable

Protect sensitive investor information with controlled access, secure sharing, approval workflows and audit trails. Track what was used, reviewed, approved and shared across every response.

Built to absorb rising request volumes

Handle increasing DDQ, RFP, consultant database, and ad hoc investor requests without adding more manual coordination. Standardize repeatable work so teams can focus on higher-value investor communication.

 

Curious how much time and revenue you could reclaim? Try our ROI calculator to see what it could mean for your firm.

Dasseti Sidekick: the AI assistant purpose-built for investor relations and client service teams.

Keeping every answer consistent and controlled gets harder as teams, regions and asset classes multiply. Equip your team with Dasseti Sidekick to support accurate and consistent responses at scale.

Smart Response
Sidekick understands question intent and delivers accurate draft answers by matching to past responses and approved content, all in one click.

Smart Writer
Easily refine tone, formatting, or word count. Summarize, rephrase, or convert to third person, all within a few seconds.

Smart Docs
Automatically pull data from your latest policy documents, fact sheets or marketing materials to respond to investor requests and construct your content bank.

Chat With Docs
Search and compare multiple policy documents, fact sheets or other source files using conversational AI, helping you verify details or pull supporting language quickly.

How Bennelong Scaled with Dasseti ENGAGE

Discover how Bennelong Funds Management built a scalable framework for due diligence - reducing response times and strengthening oversight across their RFP and DDQ process.

In this short video, their team shares how Dasseti ENGAGE helped transform the way they respond to investors.

EXPLORE THE FULL BENNELONG CASE STUDY

Integrations

Office 365
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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 FAQs

Who is Dasseti ENGAGE designed for?

Dasseti ENGAGE is built specifically for the investment management industry. Unlike general-purpose tools, it reflects the workflows, terminology, and compliance standards investment teams deal with every day.

Can Dasseti ENGAGE pre-populate RFPs and DDQs?

Yes. The platform uses AI to suggest responses based on historical content, approved language, and relevant documents, dramatically reducing manual effort.

How does Dasseti ENGAGE support compliance?

Dasseti ENGAGE includes audit trails, approval workflows, and content versioning to ensure every response is compliant, consistent, and traceable.

Is Dasseti ENGAGE secure?

Yes. Dasseti ENGAGE is built with enterprise-grade security, SOC 2 Type II compliance, and uses Azure OpenAI in a closed environment with no data retention.

How does Dasseti ENGAGE use AI to enhance responses?

Dasseti ENGAGE uses embedded AI tools, including Smart Search and Smart Writer, to suggest answers, extract content from documents, adjust tone and format, and support fast, compliant response generation.

How does Dasseti ENGAGE help manage consultant database updates?

Dasseti ENGAGE uniquely integrates with Nasdaq eVestmentTM, enabling teams to update data once and reuse it across consultant platforms and templates.

What integrations are available with Dasseti ENGAGE?

Dasseti ENGAGE supports integrations with Outlook, SharePoint, Nasdaq eVestmentTM, Salesforce, Morningstar, and more. APIs allow for additional custom connections.

How does Dasseti ENGAGE handle product-specific responses?

Responses can be tagged by company, product, strategy, or vehicle, allowing for precise filtering and AI suggestions tailored to each investor request.

How does Dasseti ENGAGE reduce response times?

By combining reusable content, AI-powered suggestions, and real-time collaboration, Dasseti ENGAGE allows teams to complete requests faster and more accurately, with fewer internal bottlenecks.

Related Insights

Dasseti ENGAGE

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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

Transform the way your Investor Relations and RFP teams work

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