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AI-powered DDQ and RFP response software designed specifically for fund managers and GPs

Dasseti ENGAGE is the only RFP solution that integrates with Nasdaq eVestment^TM for easy data sharing between platforms.

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ENGAGE QA Bank Grid View

Smart Response

Sidekick understands question intent and delivers accurate draft answers by matching to past responses and approved content, all in one click.

Smart Writer

Easily refine tone, formatting, or word count. Summarise, rephrase, or convert to third person, all within a few seconds.

Smart Docs

Automatically pull data from your latest policy documents, fact sheets or marketing materials to respond to investor requests and construct your content bank.

Chat To Doc

Search and compare policy documents, fact sheets or other source files using conversational AI, helping you verify details or pull supporting language quickly.

Respond to DDQs and RFPs quickly and easily

When DDQs or RFPs come in, automate the first response draft with AI-powered Smart Response technology. Then take time to customize and approve.

Publish new data to every investor with a single click

Update information centrally and publish to all clients easily. Save hundreds of hours on manual updates.

Keep sensitive investor information safe

Share live data with LPs via secure investor portals. See who has accessed your information, and restrict where that can be shared.

Meet your investors where they are

Dasseti ENGAGE uses AI to flex data to fit investor templates, standard DDQs, consultant databases, or Word, Excel and Chrome documents.

Manage your IR headcount

Meet increasing DDQ and RFP volumes with Dasseti ENGAGE instead of new IR hires.

Provide consistent data to every investor

Ensure high quality communications, from every team, in every location, across every asset class.

Interact with investors in real time

Drive more insightful, valuable investor communications with secure sharing in investor portals.

Manage profiles and QA Bank data in one place

Use Dasseti ENGAGE to manage profiles and QA bank data or integrate with your existing RFP software or QA bank and automate updates across all templates.

How Bennelong Scaled with Dasseti ENGAGE

Discover how Bennelong Funds Management reduced response times, improved oversight, and built a scalable framework for due diligence — all without increasing headcount. In this short video, their team shares how Dasseti Engage helped transform their approach to RFPs and DDQs.

EXPLORE THE FULL BENNELONG CASE STUDY

Work on RFPs and DDQs in the platforms you like best

In the Dasseti ENGAGE app you can use Smart Docs our new AI-powered tool to take information from approved company documents to populate new requests for information, RFPs or DDQs
Word, Excel and Chrome add-ins also make it easy to bring the power of Dasseti ENGAGE directly to the RFP or DDQ document you have received
Receive it, complete it and send it back to your investor, without leaving the original document
If you ARE maintaining a QA Bank as a central repository, you can easily push new questions or answers to the QA Bank using the add-in

Manage consultant databases with ease

Dasseti ENGAGE is the only RFP response software that integrates two ways with Nasdaq eVestment^TM for seamless data sharing between platforms
Re-use data from your profile in RFP and DDQ responses
Easily populate consultant databases with approved data from your QA Bank

LEARN MORE

Dasseti ENGAGE is built specifically for the investment management industry. Unlike general-purpose tools, it reflects the workflows, terminology, and compliance standards investment teams deal with every day.

Yes. The platform uses AI to suggest responses based on historical content, approved language, and relevant documents, dramatically reducing manual effort.

Dasseti ENGAGE includes audit trails, approval workflows, and content versioning to ensure every response is compliant, consistent, and traceable.

Yes. Dasseti ENGAGE is built with enterprise-grade security, SOC 2 Type II compliance, and uses Azure OpenAI in a closed environment with no data retention.

Dasseti ENGAGE uses embedded AI tools, including Sidekick, Smart Search, and Smart Writer, to suggest answers, extract content from documents, adjust tone and format, and support fast, compliant response generation.

Dasseti ENGAGE uniquely integrates with eVestment, enabling teams to update data once and reuse it across consultant platforms and templates.

Dasseti ENGAGE supports integrations with Outlook, SharePoint, eVestment, Salesforce, Morningstar and more. APIs allow for additional custom connections.

Responses can be tagged by company, product, strategy, or vehicle, allowing for precise filtering and AI suggestions tailored to each investor request.

By combining reusable content, AI-powered suggestions, and real-time collaboration, Dasseti ENGAGE allows teams to complete requests faster and more accurately, with fewer internal bottlenecks.

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RESPOND

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

PUBLISH

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

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

Dasseti ENGAGE

Custom Pricing

Contact us to discuss your specific requirements

AI-powered Smart Docs, Smart Response, Smart Search and Smart Writer
Nasdaq eVestment integration
Live data sharing
Update once, publish everywhere
Team workflow and oversight
Microsoft Word, Excel and Chrome plugins
CRM for investor profiles and file management
Full audit trail for compliance
Customizable report templates
Integrates with current Investor Relations software stack

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