Due Diligence & RFP Management
Send and manage due diligence questionnaires to delegates, counterparties and service providers, or manage incoming DDQs and RFPs, with AI supporting preparation, review and approvals.
Outbound DDQs · Incoming RFPs · Sender · Responder · AI assisted review
Run due diligence on others, or manage the DDQs and RFPs your own team receives. One platform, one login, either direction.
Build and deploy questionnaires, track responses, review evidence and use AI to surface incomplete answers, inconsistencies and potential risk areas before approval.
Explore Sender ResponderUpload the request, structure the questions, reuse approved responses and supporting documents, and manage review and approval before returning the completed response.
Explore ResponderFrom questionnaire creation and distribution through review, validation and audit evidence.
Create or import questionnaires, deploy them to counterparties and track completion.
Manage recurring due diligence on delegates, distributors and service providers.
Assess responses against your requirements and risk appetite, with specialist validation where needed.
Maintain the supporting evidence, approval history and audit trail, including what CP86 and CSSF Circular 18/698 require.
Prepopulates questionnaires from existing information, identifies gaps and inconsistencies, and helps prepare the evidence required for review.
Review and assess responses, apply your risk appetite and validate matters that require judgment.
Every request is brought into one workflow, with questions structured, relevant prior responses and supporting documents identified, and the completed response reviewed and approved before delivery.
The platform reads the incoming DDQ or RFP and organises the questions into a structured workspace.
AI identifies relevant approved answers and supporting documents, so your team can focus on new or exceptional questions.
Your team reviews the completed response, makes any final changes and completes the approval process before delivery.
A named Zeidler specialist you can contact directly.
