Dasseti ESG logo

Dasseti ESG

by Dasseti · Since 2019
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorDasseti
Year launched2019
StatusActive
Location368 9th Ave, 6th Floor, Suite 110, New York, New York 10001, US
Countries servedGlobal
Languages9
IntegrationsN/A
Free tierN/A
Free trialN/A
Contact salesYES

About Dasseti ESG

Dasseti ESG by Dasseti is a specialised software solution built to streamline environmental, social and governance (ESG) data collection, aggregation and analysis for investment professionals, particularly those involved in private markets and institutional investing.

Dasseti ESG by Dasseti is a specialised software solution built to streamline environmental, social and governance (ESG) data collection, aggregation and analysis for investment professionals, particularly those involved in private markets and institutional investing. As part of the broader suite of investment tools offered by Dasseti, it is designed to help limited partners (LPs), general partners (GPs), fund of funds, asset managers and other stakeholders capture reliable ESG data at scale, benchmark that data against industry frameworks, and support reporting obligations across a wide range of regulatory and voluntary standards. Its key purpose is to drive clarity and efficiency in ESG investment workflows while helping firms meet growing stakeholder expectations around sustainability and impact. This positioning makes it a valuable tool in the context of investment decision‑making, risk management and investor reporting in an era where ESG considerations are increasingly central to capital allocation strategies.

Pros & Cons

Pros
  • It cuts through the soul-crushing manual data entry that usually bogs down investment and compliance teams.
  • Having one single source of truth for your QA bank stops different departments from sending conflicting answers.
  • The software bridges the gap between allocators and managers, making the whole data exchange feel way less clunky.
  • Integrating ESG tracking directly into the workflow makes hitting those annoying regulatory reporting deadlines much easier.
  • Its AI actually understands the dense, technical language of investment docs instead of just providing generic text.
Cons
  • The sheer amount of features might feel a bit overwhelming for smaller teams who just need simple tools.
  • To get the best out of the AI, you’ll likely need to spend significant time front-loading your data.
  • Relying heavily on automated DDQ filling could lead to a "set it and forget it" mindset regarding accuracy.
  • The platform's high-end, specialized nature probably comes with a price tag that doesn't suit boutique firms.
  • If your internal data is currently a mess, cleaning it up for the system will be a major chore.

Features

Key features

Sidekick AI Assistant

This embedded AI tool automates repetitive tasks like auto-filling Due Diligence Questionnaires (DDQs) and drafting complex investor responses to increase team scalability.

Dual-Sided Workflow Optimization

The platform provides dedicated modules (COLLECT and ENGAGE) that serve both asset allocators performing research and managers responding to data requests.

Harvest ESG Data Aggregation

This specialized feature allows users to collect and analyze private market sustainability metrics at the GP, fund, and holding levels for regulatory reporting.

Centralized QA Bank

A structured repository for asset managers that stores verified content to ensure consistent messaging across all RFPs and investor communications.

Industry-Standard DDQ Integration

Users can access pre-built industry-standard questionnaires or create fully customized versions to monitor specific portfolio risks.

eVestment Data Connectivity

The software streamlines workflows by linking eVestment data directly to RFP responses, eliminating the need for duplicate data entry.

Additional features

Dasseti Sidekick

An AI-powered assistant that can query complex documents and draft responses to improve speed and accuracy.

Dasseti COLLECT

A platform designed for asset owners and consultants to automate the collection and assessment of manager data.

Dasseti ENGAGE

A response management tool that helps IR and RFP teams deliver accurate data to investors in a fraction of the time.

Harvest ESG Module

A dedicated tool for aggregating and tracking private market ESG metrics and impact progress.

Auto-fill Functionality

A smart feature that uses existing data banks to automatically populate answers in DDQs and RFPs.

Custom Questionnaire Builder

A flexible tool that allows allocators to design bespoke questionnaires tailored to their specific investment criteria.

Portfolio Risk Monitoring

Features that enable teams to track and visualize potential risks that could impact investment portfolios.

Centralized Content Management

A managed approach to storing and reusing content to prevent fragmented workflows and inconsistent messaging.

Third-Party Deep Dives

Tools that facilitate granular research into managers, specific funds, or associated third-party entities.

SEC Form ADV Module

A specialized component designed to handle and analyze SEC regulatory filings within the due diligence process.

Automated Data Aggregation

The ability to pull fund and holding level data directly from various sources across private market portfolios.

Reporting and Analytics

Tools that generate insights from collected data to inform better investment decision-making.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
9
Interface languages
12
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchJapaneseChinese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇨🇭CHF🇸🇪SEK🇳🇿NZD🇸🇬SGD🇭🇰HKD

No reviews yet

Be the first to drop a review

Alternatives to Dasseti ESG

SecondSTAX logo

SecondSTAX

SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…

Grow For Me logo

Grow For Me

Grow For Me is a productivity platform from Grow For Me that supports agricultural decision-making.…

Tynka Global logo

Tynka Global

Tynka Global is an investment platform from Tynka Global that helps users find businesses to…

Opus logo

Opus

Opus is a digital asset management software from DMA Mauritius that focuses on organizing and…

LandHive logo

LandHive

LandHive is a land management software from LandHive that provides tools for managing land assets…

ISTARI logo

ISTARI

ISTARI is a data analytics platform from InSync Analytics that supports advanced data insights. It…

Spot something wrong or outdated?

Suggest a correction — a reviewer verifies every change.

Often compared with Dasseti ESG

Compare any two tools →
SecondSTAX logo
SecondSTAX
Investment Management
0.0
Grow For Me logo
Grow For Me
Investment Management
0.0
Tynka Global logo
Tynka Global
Investment Management
0.0
Opus logo
Opus
Asset Management
0.0