Keep your due diligence moving.
Changing due diligence platforms? We're here to make the transition easier.
Whether you're managing due diligence requests or responding to investor questionnaires, moving platforms shouldn't mean starting over.
Dasseti, part of Nasdaq eVestment™, can help you migrate your existing information, maintain continuity and get your team up and running with minimal disruption.
Your due diligence programme, without starting from scratch.
Moving to a new platform can feel like a significant undertaking, particularly when you have years of questionnaires, manager information and historical responses to preserve.
Our team can help you transition your existing data and workflows to Dasseti COLLECT, so you can continue managing manager due diligence and ongoing monitoring in one centralised platform.
Migration scope will depend on the information available in your export.
We can help you migrate:
- Questionnaires and DDQ templates - Preserve your existing due diligence processes and standard questionnaires.
- Historical requests and responses - Maintain access to information collected from managers over time.
- Documents and review notes - Bring supporting documentation and previous assessments into one place.
- Monitoring information - Re-establish your ongoing review processes and change alerts.
A straightforward transition, with support along the way.
1. Export your information
Download your existing questionnaires, responses and supporting data from your current provider.
2. Share it securely
Our team will guide you through the approved process for securely transferring your information.
3. Get started with Dasseti
We'll work with you to set up your workflows and migrate your historical information, helping your team continue its due diligence programme.
Responding to investor questionnaires? We can help with that too.
Dasseti ENGAGE
For investment managers and GPs, a platform change shouldn't mean losing access to valuable responses or rebuilding your content from scratch.
Dasseti ENGAGE helps you centralise approved information, manage DDQs and RFPs, and respond to investor requests more efficiently.
Our team can help you bring your existing responses into ENGAGE, so your information remains accessible and ready to reuse across future requests.
Why Dasseti?
Due diligence technology, backed by Nasdaq eVestment.
Dasseti supports institutional investors, investment consultants and investment managers across public and private markets.
With Dasseti COLLECT and ENGAGE, your team can do more than simply preserve existing information:
- Keep information in one place. Centralise manager data, documents, questionnaires and responses.
- Build on your existing history. Maintain a structured record of information that supports ongoing reviews and comparisons.
- Reduce manual work. Streamline questionnaire workflows, information collection and response management.
- Make better use of your data. Use AI-powered tools to find, analyse and work with information more efficiently.
FAQs
Can I bring my existing questionnaires and historical responses to Dasseti?
Our transition team can help assess your existing exports and identify which questionnaires, responses and supporting information can be migrated.
How long does the migration take?
This will depend on the volume and format of your existing information. Our team will review your requirements and discuss a suitable transition plan, but we want to get you up and running as quickly as possible!
Will my investment managers need to do anything?
Many of your managers already work with us. For those that don't we'll help you understand what needs to be communicated to them and how they can continue responding to your due diligence requests.
How will my information be transferred securely?
Our team will provide instructions for transferring your information through an approved secure process. You should not send confidential exports through an unapproved channel.
Can investment managers also migrate their questionnaire responses?
Yes. Our team can discuss how existing responses and approved content can be brought into Dasseti ENGAGE for use in future investor requests.
Is there a cost for migration?
Our team will explain the available transition support and any associated commercial terms.
Ready to make the move?
Whether you need to preserve your existing due diligence programme or keep responding to investor requests, our team is here to help you take the next step. Talk to our transition team to discuss your requirements.