SHARING A STANDARD DDQ

Update and Distribute Live Data Points to Investors

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I want to create and maintain my own standard DDQ then share it with selected investors

Dasseti ENGAGE provides managers and GPs with a platform to create a completely bespoke standard DDQ that can be shared with any investor. Custom branded, secure investor portals offer great insights to how investors are interacting with your content.

One size doesn't always fit all

We don't dictate what your standard DDQ should contain. That's up to you. We just help you keep it secure and share it intelligently.

Wow your investors

With custom branded investor portals that provide a high quality, tailored and seamless experience for your clients.

See who is looking at your content

Don't put your investor materials out and hope for the best. See exactly who is opening and reading your content.

Lock down your content

Granular security settings mean you can prevent unauthorized access to your content and stop it falling into the wrong hands.

DASSETI ENGAGE

Respond, publish and distribute up to date information to allocators with a single solution

RESPOND
Dasseti ENGAGE uses AI to help you respond faster and cope with increasing volumes of RFPs and DDQs

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PUBLISH
Dasseti ENGAGE allows you to publish individual data points to update consultants databases and client formats consistently and easily

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DISTRIBUTE
Dasseti ENGAGE allows you to create and distribute your standard DDQ to selected investors, or share with a wider pool, and see who has interacted with it

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Dasseti ENGAGE

Custom Pricing

Contact us to discuss your specific requirements

  • Icons (2) AI-powered Smart Search and Smart Response
  • Tick icon #2 Nasdaq eVestment integration
  • Icons (2) Centralized content library
  • Tick icon #2 Live data sharing
  • Tick icon #2 Update once, publish everywhere
  • Icons (2) Team workflow and oversight
  • Icons (2) Microsoft Word, Excel and Chrome plugins
  • Icons (2) CRM for investor profiles and file management
  • Icons (2) Full audit trail for compliance
  • Icons (2) Customizable report templates
  • Icons (2) Word, PDF and Excel document scraping
  • Tick icon #2 Integrates with current Investor Relations software stack
  • Tick icon #2 White labelled investor portals available on request
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FAQ

Need clarification?

I've used Dasseti to respond to investor requests in the past. Is this the same platform?

No, although it is similar. If you have been invited to use Dasseti by an investor in the past, you will be familiar with the Dasseti Manager Portal. Dasseti ENGAGE is a brand new platform which takes the Manager Portal a step further. With Dasseti  ENGAGE you can maintain responses in a centralized bank, respond to ANY investor request and collaborate with your team members using the platform.

How does Dasseti ENGAGE speed up the response process?

Dasseti ENGAGE allows you to create and maintain a Question and Answer bank quickly and easily. 

When DDQs or RFPs come in, you can respond in Word, Excel, or your Chrome browser using our powerful plug ins. Dasseti ENGAGE suggests the most accurate response based on your own parameters and gives you a head start to complete the response quickly and consistently. 

Team collaboration tools allow you to assign questions and maintain oversight over the response workflow, to monitor progress.

How do I access Dasseti ENGAGE?

Dasseti ENGAGE is a cloud-based software app that can be accessed via any web browser.

Try it for free on a supported trial, invite your colleagues and then easily switch to a paid account.

How much is Dasseti ENGAGE?

Dasseti is priced on an annual basis, per user according to your specific use case. Please get in touch to discuss pricing.

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Transform your DDQ and RFP response process

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