Institutional Investors: collect and compare managers and funds data, in a fraction of the time

Speed up Operational Due Diligence
Digitize Investment Due Diligence
Monitor third parties like service providers and subadvisors

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DASSETI COLLECT

Why does your due diligence or research team need Dasseti COLLECT?

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.

Really understand your managers, funds and third parties

Our advanced review module helps you deep dive into specific managers, third parties or funds.

Data at your fingertips

Automated scoring and comparison helps you understand your managers and funds at a glance.

Set your data free

Flexible, branded, automatic report creation using any data point! Link directly to your CRM or database too.

Manager-friendly

Managers tell our clients that the response portal is user friendly and intuitive. They can even pre-fill from previous answers.

All your manager data in one place

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

DASSETI COLLECT FOR PRIVATE MARKETS

Are you, like many other institutional investors, increasing allocations to private markets?

Dasseti COLLECT is the best way of getting reliable data directly from GPs on their operations or the underlying entities.

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INSIGHTS

The Basics of any Due Diligence: Remember these three steps

Discover the essential steps of due diligence in investment decision-making and how technology can streamline the process for investors and asset managers.

By Aurelien Poulet, Head of Client Solutions

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Aurelien
ON-DEMAND WEBINAR

Due Diligence - Doing things differently

Dasseti's CEO is joined by due diligence experts from perfORM Due Diligence Services as they discuss the future of due diligence for investors, managers and consultants.

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BEST PRACTICE GUIDE

Get our free Best Practice Guide to Digitizing the ODD Process

Step by step guide to taking your ODD process to the next level.

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Dasseti ODD Best Practice Guide
DASSETI COLLECT

One platform, many use cases

  • Operational Due Diligence

  • Investment Due Diligence

  • Investment Manager Monitoring

  • Research and Document Management

  • Delegate Oversight

  • Monitoring Sub-Advisors

  • ESG and DEI Data Collection

Pre or post-investment

Enhance your operational due diligence process. Dasseti COLLECT links directly to your CRM or database, automatically collecting files and scheduling emails and reminders. Monitor progress and tag communication with your managers. Add rules, flags and scoring. Collaborate with colleagues and gain deep insights into responses with real-time analytics.

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Make the right investment decisions

Keep investment portfolios on track by digitizing your investment due diligence process. Use Dasseti COLLECT to perform due diligence on your investment portfolio, quickly and easily. Set your own flags, scores and alerts. Compare previous responses to show only what's changed.

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Gain complete and continual visibility into your portfolio of managers

Regular, consistent monitoring of investment managers is essential for investors, investment consultants and other asset owners.

Dasseti COLLECT makes it easier than ever to open regular dialogue with your managers.

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Centralize and standardize your qualitative investment research

Empower your analysts, investment teams and risk and compliance teams with rich data that can be compared and analyzed as easily as quantitative data. Bring order and efficiency to investment research with a solution that flexes to fit your specific workflows.

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Maintain visibility and control over delegates

Regulators are beginning to pay closer attention to the delegation of investment management functions. In Luxembourg and Ireland particularly, there is specific guidance on how managers are expected to maintain oversight of a delegate or counterparty. Dasseti COLLECT is an ideal platform for delegate oversight, initial due diligence, deep dive qualitative due diligence and ongoing due diligence.

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Ensure sub-advisors meet expectations

Sub-advisors bring specific expertise and track record to support an investment portfolio. Ensure you have the very latest profiles across your sub-advisor landscape with Dasseti COLLECT, the leading due diligence platform.

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Custom dashboards to display the data you need to see

ESG and Diversity, Equality and Inclusivity issues are at the top of the agenda for many investors, asset managers, private equity firms and citizens. Any data can be collected via Dasseti COLLECT and displayed in a custom dashboard to show emissions, diversity, or any other metric.

Dasseti can help you collect the data you need for multiple frameworks and reporting templates including ILPA, AIMA, ACC, GRI, EDCI, CSRD, SFDR and SEC Climate-Related Disclosures and many others.

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CLIENT CASE STUDIES

See how our clients use Dasseti COLLECT

Axa 5

AXA

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

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FEG

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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Investor-1

Dasseti COLLECT

Suitable for ODD, investment teams, research teams within Institutional Investors
or
General Partners in the Private Equity Sector looking for insights into portfolio companies

  • Icons (2) Digitized DDQ Engine
  • Icons (2) Fund and Manager Tracking
  • Icons (2) Workflow and Collaboration Tools
  • Icons (2) Review and Risk Management
  • Icons (2) Automated Scoring and Comparison
  • Icons (2) Analytics and Reporting
  • Icons (2) CRM Capabilities
  • Icons (2) Research and Document Management
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Dasseti COLLECT for Consultants

Suitable for investment consultants, OCIOs, due diligence consultants looking for tools to help them make informed investment decisions and speed up client reporting


Contact us to discuss your exact requirements

 

  • Tick icon #2 Every feature in Dasseti COLLECT, plus
  • Icons (2) Dedicated Client Portal
  • Icons (2) Private Cloud Hosting
  • Icons (2) White labelling
  • Icons (2) Advanced Custom Reporting Options
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End to end due diligence software designed exclusively for the investment sector

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