Dasseti

Collecting and reviewing DDQs, RFPs, and ESG questionnaires across dozens of managers is one of the most time-intensive operational tasks facing investment teams at family offices and allocators. Dasseti addresses this by providing two purpose-built platforms: COLLECT, for allocators and asset owners conducting due diligence on managers and funds, and ENGAGE, for asset managers and GPs responding to investor information requests. The platforms are backed by Nasdaq Ventures and were founded in 2018 by Wissem Souissi, whose prior roles at Moody's Analytics, BlackRock eFront, and Nasdaq eVestment shaped the product's focus on structured data workflows rather than generic document management.

The distinguishing feature is Dasseti Sidekick, an AI assistant embedded directly into both platforms. Rather than operating as a background process, Sidekick surfaces its reasoning explicitly: every suggested DDQ answer includes a source reference traceable to approved content, uploaded policy documents, or past responses. For allocators using COLLECT, Sidekick can extract data from ADV filings and manager reports to auto-fill DDQ drafts, flag inconsistencies, and apply sentiment scoring for ESG or operational risks. For managers using ENGAGE, it drafts RFP responses from a maintained QA bank and integrates bidirectionally with Nasdaq eVestment for consultant database updates.

Key capabilities across both platforms include:

• Custom and industry-standard DDQ questionnaire templates
• AI-assisted response drafting with full source attribution
• Secure investor portals with access tracking
• Word, Excel, and Chrome add-ins for responding within received documents
• ESG data collection at GP, fund, and holding level via the Harvest module
• Integrations with Salesforce, Morningstar, Snowflake, SharePoint, and eVestment

Pricing is not publicly disclosed and requires direct engagement. The platform is designed for institutional allocators, asset managers, and consultants rather than single-family offices conducting light-touch manager review, which is worth considering before a demo.

• Collecting and managing DDQs and RFPs from investment managers
• Responding to investor DDQs and RFPs with AI-assisted drafting
• Operational due diligence tracking and risk monitoring
• ESG data collection and reporting across private markets portfolios
• Publishing and distributing standardized manager data to consultant databases
• Reviewing and comparing manager responses at scale

• Dasseti Sidekick AI assistant embedded in COLLECT and ENGAGE
• Auto-fill DDQ drafts from uploaded manager documents (PDF, Word, Excel)
• QA bank for reusable, approved RFP and DDQ response content
• Secure investor portals with access tracking and restricted sharing
• Word, Excel, and Chrome add-ins for in-document response workflows
• Sentiment scoring for ESG, operational, and investment risk flagging
• Harvest module for private markets ESG data aggregation at GP, fund, and holding level
• Bidirectional Nasdaq eVestment integration for consultant database updates
• Full audit trail with content versioning and approval workflows
• Knowledge Base for querying across synced internal and external document sources

Built for Investment Teams, CIO / Investment Office, Fund Managers.

Most of the features can be customised

24-hour global support desk; dedicated customer success teams and account managers