Dasseti

Happy 4th July to all our clients, partners and colleagues!

It was an absolute pleasure to be part of the New York CAIA Association Chapter summer drinks last night! Thank you Victoria Zhu, Liz Grogan, Heather Gentile and the wider CAIA team.

Great company and some super sushi at Sushi Lab. A lovely way to kick off the summer!

Thank you Alternatives Watch!

Dasseti adds $4.3m to its Series A round Dasseti is planning to grow its AI and ESG capabilities following another $4.3 million in financing via a Series A extension round led by Nasdaq Ventures.

Something for due diligence teams to think about over the weekend...

We interviewed our Head of Client Services, Aurelien Poulet, to get his thoughts on questionnaire design when planning due diligence.
He shares the importance of considering the respondents when designing a DDQ. Making it easier for them leads to improved response rates and higher quality data.
Check out the first part of a mini series: Top tips when creating DDQs
https://hubs.la/Q02zZgQd0

Top Tips for Due Diligence Teams When Creating DDQs - Part 1 Aurelien Poulet explains why due diligence teams should take care when designing DDQs. Designing DDQs with the responding managers in mind will help drive better completion rates and ultimately achieve better quality data.

We are delighted to announce that Dasseti has raised a further $4.3 million in Series A extension financing, led by Nasdaq Ventures. The Series A extension increases Dasseti’s total Series A financing to $10.3 million.

Dasseti's CEO and Founder Wissem Souissi said "With our latest round of financing, Dasseti will continue to build on the success we have seen with our AI and ESG features. We know that we have an exciting and unique proposition for investors in private markets and believe 2024 is a pivotal year for our business. Ensuring our COLLECT due diligence and ENGAGE RFP platforms provide clients the best possible experience and functionality is our top priority."

Read the full release here https://hubs.la/Q02zFjvc0

We are very happy to announce that June Johnson has joined the Dasseti marketing team as Product Marketing Manager!
June has a wealth of marketing experience from roles spanning the investment management sector and will be a strong addition to the team.

Earlier today we were pleased to announced that Bennelong Funds Management has selected Dasseti ENGAGE to streamline its RFP and DDQ response process. The Australian asset manager will use our software to rapidly deliver consistent, high- quality data to investors.
Bennelong joins a growing number of asset managers in Australia and New Zealand that are using our software to drive efficiencies.
Read the release here https://hubs.la/Q02x24nr0
If you would like to know more about our solutions, get in touch.

Last week's webinar with panelists from and Apollo Global Management, Inc. provided strong insights into the challenges facing GPs and LPs when integrating ESG into their strategies or operations.

The main challenges emerged as:

#1 The lack of available data
#2 Lack of drive internally
#2 Lack of tools/technology
#3 Lack of clarity on value or outcomes

When combining the lack of technology and data with the lack of drivers and clarity, it is not surprising that many individuals feel stuck.

With Dasseti's unique technology and Nasdaq's expert advisory services, we can help you remove blockers and start your ESG journey.

If you missed the webinar, register here https://hubs.la/Q02wwjyD0 to watch the replay then get in touch to discuss next steps.

Last chance to register. Webinar Thursday May 2, 12:00 ET / 17:00 BST / 18:00 CET

Speakers from Dasseti, Nasdaq ESG Advisory and Apollo will be discussing the ESG Disclosure Trends Impacting Private Markets on a webinar tomorrow at 12pm ET.

Our speakers Evan Crowley, Steve Vargas and Zack Morgan will be bring three different perspectives together for an important conversation about integrating ESG considerations into business and strategic objectives, best practice and the disclosure trends that firms across the private markets should be aware of.

Register now at https://hubs.la/Q02vGsyy0

Dasseti | Nasdaq ESG Webinar Join Dasseti in our upcoming webinar, where our expert panelists discuss ESG disclosure trends and impacts for private markets. 

Meet the dedicated investment management RFP and DDQ response tool for fund managers and GPs.

Dasseti ENGAGE delivers consistent RFP and DDQ responses that get the results you want:
🌟 A solution that guides the process from start to finish
🌟 Drive best practice across the organization
🌟 Automate workflows and approvals for peace of mind

Respond, publish and distribute up to date information to allocators and consultants with a single solution. Contact us for a demo: https://hubs.la/Q02tslNL0

Will you be attending SimCorp's 2024 Global Summit in London this week?
If so, reach out to meet up with our CEO Wissem Souissi and Sales Director for the region, Tim Mapley.

Dasseti brings unique specialist data collection, analysis and reporting capabilities to enhance your SimCorp software stack. We are leaders in the field of Operational Due Diligence, Investment Due Diligence and ESG data collection and aggregation.

ESG factors are fundamental pillars that shape resilience and long-term value creation. While public companies have been subject to increasing scrutiny and regulatory demands for ESG disclosure, private companies often operate under the misconception that ESG is optional or irrelevant to their operations. However, the reality is quite the opposite.

Join us on Thursday, May 2nd at 12pm ET for a webinar on the topic: ESG Disclosure Trends Impacting Private Markets.

Moderator is Nasdaq's Head of ESG Advisory Steve Vargas, and he will be joined by Zack Morgan from Apollo Global Management, Inc. and Dasseti's Evan Crowley to discuss topics including recent developments in SEC climate rulings, CSRD requirements, and the impact of California climate bills SB 253 and 261 on private companies.

Register here: https://hubs.la/Q02sJWrG0

Day two at . Did you catch the breakout session "Investor Engagement: Create content that resonates with new LPs"? Dasseti's Louise V***a, CAIA was a panelist alongside fellow industry experts discussing the data LPs want and the data that is most valuable to different investor types.

If we missed you yesterday, stop by our booth today!

The Private Equity International's Investor Relations, Marketing & Communications Forum in NY is underway! Come say hi to Fenton FitzPatrick, Liron Mandelbaum and Louise V***a, CAIA at our booth.

Very happy to announce that Colmore has partnered with Dasseti to power post-investment services, and a new ESG Monitor service for LP clients!
Read the full story here

Colmore partners with Dasseti to power LP post investment and ESG managed service data collection Colmore, from Preqin, announced its partnership with Dasseti to power post investment and environmental, social and governance (ESG) managed service data collection for its Limited Partner (LP) clients.

We’re at the 35th Sub-Advised Funds Forum in New York today and tomorrow. Don’t miss the opportunity to connect with Liron Mandelbaum and Brian Duddy if you are looking for a more effective way to monitor your sub-advisors.

Dasseti COLLECT helps you:

🏁 Automate data collection
🏁 Identify and review risks quickly
🏁 Leverage workflows, task allocation, and audit trails
🏁 Generate insightful reports and leverage CRM integration
🏁 Make it easy for sub-advisors to provide information through a user-friendly portal

We are pleased to announce that ORC, a leading provider of advisory services to the institutional investment sector, has selected Dasseti to underpin cutting edge ongoing manager monitoring services.
Read the full announcement here. https://hubs.la/Q02s38X10

Liron Mandelbaum and Christopher Ryan had a great time yesterday at the sixth annual FEG Investment Advisors Hockey Classic. It's a great event supporting the Cincinnati Ice Breakers Sled Hockey Team and we're a proud sponsor for the third year in a row.

Dasseti ESG for GPs has been designed for the private equity sector, to allow GPs to easily collect the metrics they need from portfolio companies. Our solution allows you to:

🌎 Easily collect key metrics directly from companies
🌍 Leverage built-in data validation
🌏 Benchmark performance via industry partnerships
🌍 Simplify the process for portfolio companies

By centralizing and organizing raw data, you'll gain visibility into your portfolio's real-time ESG progress. Make informed decisions and demonstrate your sustainability commitment with ease.

Reach out to our team to discuss your challenges today.

Dasseti ESG for GPs Dasseti ESG for GPs has been designed for the private equity sector, to allow GPs to quickly and easily collect the metrics they need from portfolio companie...

April is very busy for the Dasseti team - we're hitting the road again as returning sponsor of Private Equity International's Investor Relations, Marketing & Communications Forum in New York. If you're attending next week don't miss the panel with Louise V***a, CAIA and the discussion about Investor Engagement: Create content that resonates with LPs.

Stop by our booth and say hi to Liron Mandelbaum and Fenton FitzPatrick and they will be happy to share how Dasseti Engage drives efficiencies for RFP teams.

Dasseti is attending the 35th Sub-Advised Funds Forum in New York City at the Harvard Club. Our team on the ground Liron Mandelbaum and Brian Duddy are looking forward to conversations about the future of due diligence, and we are eager to hear your insights about this year's topics. We look forward to an exciting and productive event!

Fenton FitzPatrick, Louise V***a, CAIA and Levi Andrews are at Foundation Research Associates Mastering Client Services and RFPs for Institutional Investors conference in New York. Stop by our booth to learn how you can reduce time on IR related tasks and spend more time building relationships!

Looking to drive efficiencies for your RFP team? Dasseti Engage allows teams to deliver consistent information, fast, using the platforms investors prefer.

➡️ The only solution that integrates with eVestment so you can share profile data in RFPs and DDQs
➡️ Al powered Smart Search helps you find the right data, fast
➡️ Work across your favorite platforms with Microsoft add-ins

Get in touch for a demo and see how Dasseti Engage can help your business improve investor relations.

Mastering Client Services and RFPs for Institutional Investors kicks off next week at the Harvard Club of New York. Meet our team onsite and Louise V***a, CAIA is speaking on one of the panels: Tactics to Combat High Volumes of RFPs. See you there!

Will you be attending AIMA - The Alternative Investment Management Association's Singapore Annual Forum at Marina Bay Sands tomorrow - 20th March?
Reach out to our CEO Wissem Souissi or Sales Director APAC Connor Quinn who will be in attendance.

Hear what our Head of Client Solutions, Aurelien Poulet has to say about the use of AI in Asset Management in a recent talk with our CMO, Fiona Sherwood.

Q&A on the use of AI in Asset Management Discover how AI is transforming Asset Management with insights on adoption, benefits, and concerns. Learn how Dasseti's platform leverages AI for efficient responses and mitigates data privacy risks.