Skip to content

GP · Fund · Per DDQ

Answer a due diligence questionnaire

An institutional prospect’s DDQ comes back answered from your own documents, every answer cited, reviewed by compliance and shared through your data room.

PlanAnswer a due diligence questionnaire

  1. Save the DDQ to the fund’s documents

    Held

    Reads the prospect’s email and saves the attached DDQ to the fund’s documents once you confirm.

    API actionGP confirms

  2. Draft cited answers

    Held

    Operator splits the DDQ into questions and answers each one from your LPA, PPM, policies and past DDQs, citing the document and page.

    Operator

  3. Answer what Operator couldn’t

    Held

    You take over the questions your documents don’t answer, such as staff turnover, and write those answers yourself.

    Person

  4. Review the compliance answers

    Held

    Your compliance officer reviews the AML, conflicts and regulatory answers and approves them.

    PersonCompliance officer approves

  5. Sign off the full DDQ

    Held

    Once compliance has approved its sections, you read the full DDQ and sign it off.

    PersonGP approves

  6. Share it through the data room

    Held

    Files the answered DDQ in your library and shares it with the LPA and PPM behind one watermarked link.

    API actionGP confirms

  7. Reply on the prospect’s thread

    Held

    Operator writes a cover email with the link, and it goes out as a reply on the prospect’s thread once you approve.

    API actionGP confirms

The plan as it runs: each step waits for the one before it, and stops at its gate until the owner approves.

At a glance

Who runs it, and when

Who runs it
GP
What starts it
An institutional prospect emails a DDQ to your fund’s mailbox.
How often
Per DDQ
Vehicle
Fund

Ask Operator

Start it in a sentence

Ask Operator in chat. It drafts the plan for your fund, and nothing runs until you release it.

  • You

    Draft answers to the DDQ that just came in.

  • You

    Answer the pension fund’s questionnaire from our docs.

  • You

    Fill in the ILPA DDQ for Fund II.

The outcome

Every question has a cited answer or one you wrote, compliance and you have signed off, and the prospect has one data room link in reply.

What it proves

  • Answers from your own documents and cites the page behind every answer.
  • Hands you only the questions it couldn’t source, and you take those over.
  • Sends the AML and regulatory answers to your compliance officer before you sign off.
  • Saves, shares and sends nothing until you have approved each preview.
  • Keeps Operator’s drafting inside a spend budget.

Run it on your fund

Talk to the team about running this playbook on your own fund.

Talk to a human