Endowment teams address traditional due diligence challenges with Dasseti COLLECT
Safeguarding the future of the institution with secure investments is paramount. Dasseti COLLECT is a digital due diligence solution that allows endowment teams to collect and analyze data from external managers and funds with ease.
Common due diligence challenges facing endowment teams
Data overload
With a lot of data coming into the ODD team in different formats and from different sources, it can be hard to keep track.
Missing information
Without flagging and alerts, data collection may be incomplete or formatted incorrectly. Important disclosures could be missed.
Time consuming
The DDQ process can be lengthy and complex, multiplied as the number of managers increases.
Data accuracy issues
Manual data collection processes may not be as accurate as required.
Maintaining an audit trail
With manual processes, it can be difficult to maintain a clear audit trail that may be needed in the event of a review or investigation.
Key person risk
Over time, ODD processes become heavily dependent on specific individuals in the ODD team, which poses a risk of key person dependency.
Complex portfolios
As allocator portfolios become more complex, it becomes harder to initially review and continually monitor managers at an ever increasing pace.
Repetitive tasks
Regular ODD exercises can be repetitive and tedious, with ODD teams scouring and comparing documents for changes.
Latest insights
How can university endowment investment teams take portfolio monitoring and governance to the next level?
Can smaller university endowments emulate the Ivy League institutions with forward-thinking technology?
Dasseti COLLECT was designed to meet the needs of endowment investment teams
Designed and built by investment sector professionals who understand the challenges faced by endowment teams at institutions like yours.
Dasseti COLLECT is more than a simple due diligence platform and offers research management, CRM, advanced analytics and risk management tools that will ensure you have the right information to hand, can meet regulatory and ethical requirements and uphold donor obligations.
Dasseti COLLECT is feature rich
DDQ Engine
Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Simple, intuitive and customizable.
Fund and Manager Data Tracking
Set up pre-defined flags and alerts to track risks within funds or managers.
Workflows and Collaboration Tools
Fully customizable to match your own processes. Allocate tasks, track activities and progress. And see a full audit trail.
Review and Risk Management
Make short work of reviews with AI-enabled review features
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 to your CRM or database.
Manager Portal
The manager response portal is user friendly and intuitive. Managers can pre-fill from previous answers or drag and drop where required.
CRM and Document Management
Outlook and SharePoint integrations let you track contacts, emails and shared documents to enrich your data.
Need clarification?
What is Dasseti COLLECT?
Dasseti COLLECT is a powerful cloud-based digital platform that uses AI and automation to help your team perform due diligence and manager monitoring at scale.
Do you work with university endowment investment teams?
Yes, Dasseti has a number of university endowment investment clients. If you'd like to know more get in touch and we can run through the benefits to institutions like yours.