Dasseti launches RFP platform

Dasseti has launched an RFP tool, Dasseti Engage, aimed at improving investment manager RFP processes with secure automatic prefilling and sharing capabilities.

GPs can make use of prefilling options for speedy RFP and DDQ completion, in addition to creating and sharing live DDQ profiles with LPs through a secure portal. There are granular security settings available with the ability to track opened and viewed documents.

Responses are auto-suggested using natural language processing based on previous answers, while AI-enabled search features are able to identify industry-related terminology used by LPs.

The tool can sit alongside other RFP tools, CRMs and Q&A banks for a more complete extraction of data. It is possible to use Microsoft Word, Excel, Outlook and SharePoint plugins to facilitate document collaboration.

In addition, through Dasseti’s partnership with Nasdaq eVestment, GPs can make detailed assessments, compare data and improve reporting. 

“Meeting investor and consultant demands for data has traditionally been time-consuming and laborious, and often results in missed opportunities or team burnout. The industry needs a solution that does more than just store questions and answers,” commented Wissem Souissi, CEO and founder of Dasseti.

He added: “Current solutions range from adding more people to the team or investing in new technology, neither of which has addressed the problem, until now – Dasseti Engage is the solution that the industry has been waiting for.”

The platform launch follows Dasseti’s series-A financing led by Nasdaq Ventures in Jan 2023.