Manage every investor request from first ask to final submission using a single coordinated workflow. 

Assign Owners

For questions that require a subject matter expert to weigh in:

1. On the suggested response, click Assign 
2. Select the User to assign to (they must already be added as a user to appear in this list)
3. Add a Note with any needed context
4. Click Save 

Manage assigned questions 

Users assigned to questions will be notified via email and provided a direct link to a view of only the questions applicable to them to review and approve responses. 

Additionally, the Filter by Assignee drop-down on the request can be used to identify who is assigned to which questions. 

Response approval audit trail

As each suggested response is approved, an approval audit trail is established in two places: 

1. A label under the approved response with the approver's name 
2. On the Notes tab of the approved response with the approver's name and timestamp

Monitor request progress

The Requests dashboard arms your team with a consolidated view of all fundraising, operational, and ESG requests across your organization and provides the ability to track ongoing progress. View and track details related to the request such as: Investor, Fund, Owner of the DDQ, Reviewer of the DDQ, completion Progress, and Due Date. 

Export and share

1. Once all answers have been approved, click the ⋮ icon to choose your export option and send the completed questionnaire back to investors
2. Click Mark Complete on the DDQ request

Once completed, the request will move under the Precedent Library on the Completed Requests tab. All answers used in the completed request help to refine your evolving answer bank for future requests as well.