DDQ Assistant drafts every answer from your firm's own approved responses and fund documents, shows you how confident it is and where each answer came from — and your documents never leave your computer.
macOS and Windows · 30 days free · your documents never leave your machine
You stay in the driver's seat throughout. Nothing is sent to an investor until a person has reviewed and approved it.
Add past questionnaires, policies, LPA, pitchbook and fund documents. This becomes the app's private memory — set up once, reused across every DDQ.
Drop in the investor's questionnaire as received. The app reads out every question, including multi-page tables.
Each question gets a suggested answer, a confidence level, and the exact sources it was built from. Repeat questions reuse your approved wording verbatim.
Edit anything, assign questions to colleagues, approve — then export back into the investor's original file format.
Everything you see below runs from the desktop application on your own computer or server. Screens show demo data.
Questions are extracted and triaged automatically: auto-filled from your library, generated for review, or flagged as incomplete when your documents don't cover the point.
Upload past DDQ responses, prospectus and supplements, policies and the LPA once. The app indexes them locally and keeps a categorised Q&A library that grows with every questionnaire you complete.
The app does not make things up. Each draft is built only from your past responses and materials, and shows you the passages it relied on, so you can trust what you see before you send it.
The firm maintains a documented conflicts-of-interest policy, reviewed annually by the compliance function and overseen by the Limited Partner Advisory Committee. Material conflicts require prior LPAC consent as set out in the LPA…
Route each question to an owner and a reviewer with due dates. Track open → in progress → pending review → approved.
Every edit to every answer is kept. Compare, restore, and see who changed what and when.
Answers, edits and approvals are recorded in an append-only log — nothing can be quietly altered after the fact.
Not every question arrives as a full questionnaire. The Chrome extension handles the one-offs from Gmail, Outlook on the web or any investor portal — without leaving your browser.
The extension talks only to the DDQ Assistant application running on your own computer. No analytics, no trackers, nothing sent to third parties.
This is the reason the app can touch sensitive fund material at all. It was designed for compliance teams first.
The application, your library, the search index and all answers live locally on your computer or server. There is no shared cloud database of client documents.
Your questionnaires and files stay on your machine. They are never sent to us or to any third party — the only outbound connection is the AI model API.
When AI is used to phrase an answer, names and identifying details are stripped by a local anonymisation gate before any text is sent — and restored afterwards.
Search, review, edit and export need no internet connection. Embeddings and reranking run locally with bundled models — nothing is downloaded at runtime.
Every answer, edit and approval is recorded in an append-only log. Library changes are snapshotted before any modification.
Installs like any desktop application on macOS or Windows, or on a shared server for a team. A single outbound endpoint for your IT team to allow-list.
The plans differ only in how many people can use it. Start with 30 days free, on your own documents.
No implementation fee. AI drafting runs on your own Anthropic API key, billed to you at cost.
Install it, load a handful of your past DDQs, then drop in a live one. Thirty days free, and nothing you load leaves your machine.
Questions first? Get in touch