PRODUCT

Smart Docs for GPs Investing in Portfolio Companies

Automate template population and data extraction, freeing GPs from manual data collection. Focus on analysis and speed up internal reviews with less portfolio company involvement.

FEATURES

More of what Dasseti AI can do 

Smart Docs is complemented by a whole host of other AI features:

Smart Writer:

Transforms draft notes into polished write-ups for reporting.

Smart Summarization:

Summarizes text with set character limits to produce concise paragraphs.

Chat to Doc:

Query documents via intuitive chat to find specific data points.

Response Co-Pilot:

Quickly searches and summarizes specific response sections, improving review and reporting processes.

Discover our other AI Features for further audiences 

BACK TO INNOVATION CENTRE

More time focusing on growth and value creation.

Dasseti supports GPs investing in portfolio companies by automating data collection and simplifying management reporting.

With our AI-powered platform, GPs can efficiently gather and analyze essential data from portfolio companies, reducing manual entry and improving reporting accuracy. This streamlined approach allows GPs to spend less time on administrative tasks and more time focusing on growth strategies, portfolio performance, and value creation.

Get the information you need, fast

Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires.

Never miss another warning sign again

Set your own pre-defined flags and alerts to track risks within portfolio companies

Do due diligence your way

Dasseti COLLECT is fully customizable to match your own workflows.

Understand your portfolio companies and funds

Our advanced review module helps you deep dive into specific portfolio companies or funds.

Automated Scoring and Comparison

See how the portfolio looks at a glance, with customizable, automated scoring and comparison.

Analytics and Reporting

Fully customized, automatic report creation in any format. Linked directly to your CRM or database.

All your portfolio company data in one place

Outlook and SharePoint integrations let you track contacts, emails and shared documents.

User-friendly response portal

The response portal is user friendly and intuitive. Your portfolio companies can even pre-fill from previous answers.

CLIENT CASE STUDIES

See how our clients use Dasseti COLLECT

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AXA

AXA uses Dasseti COLLECT to effectively monitor its multi-asset portfolio

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FEG Investment Advisors

FEG Investment Advisors uses Dasseti COLLECT to gain visibility into diversity and inclusion metrics across the manager universe

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End to end, AI-powered due diligence software designed exclusively for the investment sector