Next-Generation Software Platforms for the Investment Sector
Advanced automation minimizes tedious, repetitive tasks and frees up valuable resources for asset allocators 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 investment data collection and analysis toolset.
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 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 analysis tool?
Are you an LP or Fund of Funds and need to understand the impact your portfolio is making at a granular, entity level?
The world's leading investors, consultants and investment managers/GPs
Get our free Best Practice Guide to Digitizing the ODD Process
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?
Dasseti Collect helps you get the most out of your data
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Accelerate operations
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Scale effortlessly
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Gain deeper insights
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Automate manual processes
90% reduction in time spent creating questionnaires
Create or ingest DDQs at lightning speed and accelerate the DDQ process.
Dasseti Collect natural language processing to power the smartest investment-specific search tool in the market.
From 100 to 1,000 DDQs
Collect data from a small group of fund managers or scale to thousands of managers, with a few clicks.
Automate the DDQ process and free up time to manage risks better.
Analyze the specific data that matters to you
Select the data points that mean the most to you and present them via powerful custom analytics dashboards.
Collect everything, view what you need in a way that makes sense to you. Export to graphs, charts and tables in custom reports to share and discuss.
Automated flagging, scoring and comparison
Beat the avalanche of files and let Dasseti Collect do the hard work.
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.
- Reuse data from consultant databases, client templates and standard DDQs
- Centralized Response Bank - Single Source of Truth
- Smart Response Auto-Suggestions
- Team Workflow and Oversight
- Microsoft Word, Excel, Chrome plugins and editors
- Investor Profiles with File Management
- Full Audit Trail
- Customizable Report Templates
- Word, PDF and Excel document scraping
- Secure LP Portals
Dasseti Collect
Allocators and Consultants
Streamline data collection and analysis and make safer investment decisions
- Digitized DDQ Engine
- Fund and Manager Tracking
- Research and Document Management
- Workflow and Team Collaboration Tools
- Review and Risk Management
- Automated Scoring and Comparison of Periodic Responses
- Advanced Analytics and Reporting in a Few Clicks
- CRM Capabilities
- Automated Flags, Reminders, Warnings
Dasseti ESG
ESG and Sustainability Teams
Get in touch to discuss your requirements
Dasseti ESG
- Industry Standard Templates
- Custom Metric Selection
- Metric Collection at Scale
- Data Aggregation
- Holdings Data Management
- Benchmarking
- Proxy Data Solutions Available through Partners
- GPs - Direct Data Collection from Portfolio Companies
- LPs and Fund of Funds - Holdings Level Data Collection and Management
- APIs for Integration with Other Platforms
- Workflow Management