Due Diligence Questionnaire (DDQ) Response demo
Every investor DDQ drafted from approved answers and fund documents, each answer cited, checked against what every investor was told before, with changed facts approved by the CCO. 1:34
What the demo shows
Drafts cited answers to investor and client DDQs (AIMA, ILPA) for IR and compliance
Eight agents read the investor's DDQ in any format and draft every answer, reusing approved answers first and citing fund documents for the rest. A lineage agent compares each draft with what every investor was told before, fact by fact, and a checker agent re-reads the sources on its own and guards side-letter confidentiality. A fact-watch agent reopens answers when a hire, a policy or a register changes, and a look-back agent finds answers already sent that became untrue and drafts corrections. The CCO approves changed facts once, with both versions in front of them, and investor relations signs the DDQ.
Transcript
- Due Diligence Questionnaire Response drafts cited investor DDQ answers for IR and compliance.
- Managers answer hundreds of DDQs a year.
- One stale answer can cost an allocation.
- Harrogate Pension sends a 212-question ILPA DDQ.
- The intake agent maps it in minutes.
- Agents reuse 171 approved answers, cite the rest, and flag 9 facts that moved.
- The lineage shows what each investor was told, the new draft at the right.
- Calder State heard two key persons in 2025.
- A march higher made it three.
- A checker agent rereads the agreement on its own and agrees.
- The look-back agent finds Aldermore heard two after the change and drafts a correction.
- Compliance Officer Amir Sala approves with a reason.
- Every open DDQ updates.
- Every answer is cited, signed, and logged, then written into Harrogate's workbook.
- A draft in minutes, signed in days, and no investor told two different stories.
- Build on Botminds, agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.