Dasseti ENGAGE: Platform Overview

Dasseti ENGAGE is a purpose-built platform designed for Investor Relations (IR) teams to efficiently manage, respond to, and report on investor information requests.

Whether handling recurring Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs), or ad hoc investor queries, Dasseti ENGAGE streamlines the end-to-end response process—ensuring consistency, accuracy, and efficiency across all investor communications.

At its core, Dasseti ENGAGE enables structured collaboration, centralized content management, and full visibility across the response lifecycle.

Key Capabilities of Dasseti ENGAGE

Centralized Content Management (Q&A Bank)

Dasseti ENGAGE provides a centralized Q&A Bank to manage and reuse investor-facing content.

• Organize content using multi-level folder structures (up to 5 layers) for better hierarchy and navigation

• Maintain a single source of truth across all responses

• Import, export, and manage content across folders

• Apply tags and structured organization for efficient reuse

Efficient Request Management (DDQs, RFPs, and Ad Hoc Requests)

The platform enables teams to manage investor requests with speed and clarity.

• Respond using Smart Search, Autofill, or manual input

• Assign questions to team members and track progress through workflows

• Monitor deadlines and response status across all Requests

• Benefit from improved performance in Requests list and folder views, ensuring faster load times

Advanced Search, Sorting, and Filtering

Dasseti ENGAGE enhances how users find and reuse content.

• Use Smart Search and Autofill with enhanced sorting options:

  • Semantic Match (default)

  • Last Modified Date

  • Last Reviewed Date

  • Answer Usage

• View key metadata (e.g., last modified, reviewed date, usage) directly in search results

• Apply improved filters with clearer visibility when active

• Quickly identify the most relevant and up-to-date responses

  

 

Improved Data Import and Content Creation

Dasseti ENGAGE simplifies content creation and updates.

• Import QA Bank content from Word and Excel with improved mapping accuracy

• Use Answer IDs (Answer Keys) for more reliable data handling during imports

• Create and manage records via Excel, Word, and Outlook add-ins

• Link products and tags during content creation for better structure

Workflow and Collaboration Tools

Dasseti ENGAGE supports structured team collaboration.

• Assign Assignees and Reviewers to manage responses

• Use Review & Approval workflows to ensure content quality

• Track progress using workflow statuses (e.g., With Assignee, In Progress, Approved)

• Maintain visibility and accountability across teams

 

Customizable Reporting and Output

Dasseti ENGAGE enables consistent and professional outputs.

• Export responses in Excel, Word, or PDF formats

• Generate structured outputs for investor submissions

• Reduce manual formatting and improve presentation quality