Smart Docs for LPs Investing in GPs
Achieve unmatched due diligence efficiency by automating data extraction from manager documents to pre-fill your questionnaires. You can then send the auto-populated questionnaire to the manager to complete any gaps, ensuring both LPs and GPs stay in the loop with Dasseti’s unique AI solution.
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 with Doc:
Query a document via intuitive chat to find precise information.
Response Co-Pilot:
Quickly searches and summarizes specific response sections, improving review and reporting processes.
Make quicker, more informed investment decisions.
Dasseti empowers LPs investing in GPs by simplifying due diligence and data management. With AI-driven automation, our platform helps LPs collect, organize, and analyze critical information from GPs efficiently. By reducing manual processes and improving data accuracy, Dasseti enables LPs to make quicker, more informed investment decisions.
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 funds or managers.
Do due diligence your way
Dasseti COLLECT is fully customizable to match your own workflows.
Understand Your Managers, Funds, and Partners
Our advanced review module helps you deep dive into specific managers, third parties 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 manager data in one place
Outlook and SharePoint integrations let you track contacts, emails and shared documents.
User-friendly response portal
Managers tell our clients that the response portal is user friendly and intuitive. They can even pre-fill from previous answers.
See how our clients use Dasseti COLLECT
FEG Investment Advisors
FEG Investment Advisors uses Dasseti COLLECT to gain visibility into diversity and inclusion metrics across the manager universe