Next-Generation Software Platforms for the Investment Sector
AI and advanced automation minimizes tedious, repetitive tasks and frees up valuable resources for asset allocators, consultants and managers
Are you gathering and analysing data?
Are you performing operational or investment due diligence? Are you monitoring a third-party delegate or sub-advisor? Or are you troubleshooting within your portfolio?
Dasseti COLLECT is an award-winning, AI-powered operational and investment data collection and analysis solution.
Are you responding to DDQ or RFPs from investors and struggling to keep your data consistent?
Do you spend a lot of time managing RFPs and DDQs, or completing information in consultant databases?
Dasseti ENGAGE is an AI-powered Investor Relations toolset that helps you deliver consistent, high quality investor and consultant communications, fast.
Do you need to collect and analyze large amounts of primary ESG metrics across your private market investments?
Are you an ESG lead within a GP looking for an effective ESG data collection and reporting tool?
Are you an LP or Fund of Funds and need to understand the impact your portfolio is making at a granular, entity level?
Dasseti ESG is the software for you.
The world's leading investors, consultants and investment managers/GPs
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Step by step guide to taking your ODD process to the next level.
Are fund selectors sitting on a vast data treasure trove?
How can AI help you gain instant insights on your data to make more informed decisions?
Which Dasseti platform is right for you?
Dasseti ENGAGE
Fund Managers and GPs
Streamline Investor Relations and use Dasseti ENGAGE to automate DDQ and RFP responses, share data across all client templates and distribute LP data in a secure portal.
- AI-powered for speed and efficiency
- Easily populate RFPs, consultant databases, client templates and standard DDQs
- Use a Q&A Bank or search for approved responses in company documents, or previous responses
- Team Workflow and Oversight
- Microsoft Word, Excel, Chrome plugins and editors
- Investor Profiles with File Management
- Full Audit Trail
- Customizable Report Templates
- 2-way Nasdaq eVestmentTM integration
Dasseti COLLECT
Allocators and Consultants
Streamline due diligence data collection and analysis and make safer investment decisions
- AI-powered file interrogation allows you to pre-fill questionnaires from manager documents
- Digitized DDQ Engine
- Fund and Manager Tracking
- Research and Document Management
- Workflow and Team Collaboration Tools
- AI-powered Review and Risk Management
- Automated Scoring and Comparison of Responses
- Advanced Analytics and Reporting in a Few Clicks
- Automated Flags, Reminders, Warnings
Dasseti ESG
ESG and Sustainability Teams in private markets investment firms
- Industry Standard Templates
- Custom Metric Selection
- Metric Collection at Scale
- Data Aggregation
- Holdings Data Management
- Benchmarking - EDCI and Clarity AI
- Proxy Data Solutions - Clarity AI
- GPs - Direct Data Collection from Portfolio Companies
- LPs and Fund of Funds - Holdings Level Data Collection and Management through GPs
- APIs for Integration with Other Platforms
- Workflow Management