Investor data request overload
Risk of missing requests or deadlines
Lengthy response process
Lack of collaboration
No traceability or audit trail
Messy back and forth Q/A interactions
Streamlined data submission process
Tailored and organized data sharing
Real time monitoring of processes and timelines
Faster response to investor requests
Centralized repository of questions and answers
Enhanced team collaboration
Improved compliance and transparency
Improved communication with investors
DDQ’s and responses submitted are stored within the same place, accessible and downloadable any time.
Assign sections and questions internally to team members.
Streamline the response process using previous responses or export/ import using Excel.
Real time visibility
Real time visibility on the team’s progress with responses.
Request clarifications on specific questions directly through the platform.
Monitor and receive alerts related to response deadlines.
Keep track of who submitted ”what” data to which investor ”when”.
Analyze how quick the team is responding to investor requests.