DDQ Software

DDQ Automation

AutoRFP.ai drafts due-diligence responses from your trusted, synced documentation — every answer cited, reviewed on a compliance cycle, and kept private — so IR and InfoSec teams respond faster and win more commitments.

Dramatically Reduce DDQ Response Time

Investment firms using AutoRFP.ai complete complex DDQs up to 70% faster than manual methods. Our AI analyzes questions instantly, pulls from your approved content, and generates accurate responses in seconds. What once took weeks now takes days or even hours.

Create Efficiencies in Your DDQ Process

AutoRFP.ai recognizes similar questions regardless of phrasing, automatically pulling the most recent approved responses from your connected library. Respond in 50+ languages so IR teams can focus on investor relationships instead of document management.

Maintain Consistency Across All Investor Communications

AutoRFP.ai ensures you never send conflicting information to different investors. The platform automatically tracks historical responses, flags inconsistencies, and maintains a single source of truth for all DDQ answers, dramatically reducing compliance risks.

Cited from your approved answers

Every answer grounded in trusted content

Due-diligence questionnaires, drafted from your approved answers

AutoRFP.ai drafts each due-diligence response from your approved sources — governance policies, sub-processor registers, audit reports — and shows exactly where every claim came from, so investors and reviewers can trust the answer.

  • Drafted only from approved content
  • Sources and a Trust Score on every answer
  • Flags low-confidence questions instead of guessing

Synced from your documentation

Sync every source — and trust the best answer

Search every connected system and trust the best answer

Connect SharePoint, Confluence, Notion, Drive and more. AutoRFP.ai keeps your documentation in sync, searches it all by meaning, scores each match for trust, and selects the single best, fully-cited answer.

  • Federated search across every connected system
  • Always pulls the most recent approved content
  • No manual library maintenance

Trusted & compliant by design

Built for answers you can stand behind

Due diligence demands content that is current, reviewed, and private. AutoRFP.ai keeps your sources synced, your answers on a review cycle, and your data exclusively yours.

Sources, synced and trusted

Your documentation stays continuously in sync, so every cited response is drawn from current, approved content — never a stale copy.

Compliance review, on a cycle

Answers move Draft → In review → Approved with a named reviewer, then auto-recheck on a schedule so nothing drifts out of date.

Private by default

Your data is never used to train AI models. ISO 27001 certified, SOC 2 Type II audited, with regional data residency.

Compliance research

Keep every answer current with live context

Pull live compliance context into a response

When a DDQ asks about evolving regulations, the Project Agent pulls live compliance context, maps it to your controls, and drafts a grounded answer — flagging anything that needs a human review.

  • Live regulatory and data-residency context
  • Mapped to your existing controls and evidence
  • Open items flagged for compliance review

Bring any format in

Respond to anything

AutoRFP reads PDFs, Word docs and Excel files and extracts every requirement automatically.

Once we've setup your account, you can start your DDQ automation for RFPs, RFIs, RFQs, DDQs, Security Questionnaires and more instantly, no matter their format.

  • Auto-detect questions in ILPA Excel templates and multi-tab workbooks
  • Import PDF and Word DDQs — nested tables, merged cells, drop-downs
  • AI scan recognises every question automatically
  • Export answers back in the investor's original format

DDQ Automation Software in action

AI DDQ Response Workflow

First, AI Search finds Relevant Content

AutoRFP.ai's AI Search finds exactly what you need to respond to each DDQ question by searching based on meaning, not just keywords — across every connected source.

Then, AI generates a response from your content

AutoRFP.ai drafts a complete, cited response to each requirement in seconds for your team to review, with a Trust Score on every answer.

Finally, Collaborate on the Response

AutoRFP.ai includes unlimited users so IR, legal and compliance can review, approve and sign off together — with Slack, Teams and email notifications built in.

DDQ Automation AI shouldn’t be an add-on

Book Demo with our winning team to learn more.

Book Demo — DDQ Automation AI shouldn’t be an add-on

Private AI & Secure Data

What about security?

With AutoRFP.ai, your data remains exclusively yours, with stringent compliance and zero AI model training.

Private AI with Azure

Process confidential data with Azure AI, ensuring your information stays private.

Regional Data Centers

Maintain data sovereignty with dedicated hosting across EU, US, and AU regions.

ISO Security Certified

Enterprise-grade security with ISO 27001:2022 certification and regular penetration testing.

FAQ

Frequently asked questions

How much time does a typical DDQ take with AutoRFP.ai vs. manually?

Teams typically spend 20-25 hours manually completing a single DDQ, with some reporting 4+ hours per day just on questionnaire responses. AutoRFP.ai cuts per-response editing time from 15-20 minutes to 2-3 minutes by auto-generating accurate first drafts from your content library. On average, our customers save 26 hours per DDQ or security questionnaire, which translates to roughly $9,100 in human capital savings per submission. We provide granular reporting so you can measure this impact down to the individual SME level.

Can AutoRFP.ai handle both DDQs and RFPs in the same platform?

Yes. AutoRFP.ai is purpose-built to handle DDQs, RFPs, security questionnaires, and vendor assessments all within a single platform. Whether you receive a 200-question due diligence questionnaire from an investor or a compliance-heavy RFP, the same AI response engine, content library, and collaboration workflows apply. Many of our customers in financial services use AutoRFP.ai across their entire response operation, from investor DDQs through to security questionnaires and formal RFPs, without switching tools.

Is this safe to use with confidential fund and investor information?

AutoRFP.ai takes data security and confidentiality extremely seriously. Our system employs enterprise-grade encryption for all data, both in transit and at rest. We maintain ISO 27001:2022 compliance and operate on a secure cloud infrastructure with strict access controls. Unlike traditional AI systems, AutoRFP.ai never uses your proprietary fund information to train its models. Your sensitive information remains exclusively within your private instance, ensuring that confidential details about strategy, performance, and investors never leave your control. Additionally, you can establish granular permission settings to ensure team members only access information relevant to their roles.

Does AutoRFP.ai support custom DDQ formats from different investors?

Absolutely. Investors send DDQs in every format imaginable: Excel workbooks with macros and dropdown validations, Word documents with embedded tables, PDFs, and even web portals. AutoRFP.ai's AI Document Importer automatically identifies every requirement and extracts questions regardless of format complexity. You can upload multi-format DDQs (for example, one part in Word and another in Excel) into a single project, and export completed responses back into each investor's original format with all formatting, macros, and validations preserved.

Can AutoRFP.ai report on DDQ efficiency at the individual SME level?

Yes. AutoRFP.ai provides executive-level reporting that breaks down automation impact across your entire organisation. You can see metrics like automation rate, time saved, and cost savings per DDQ, per quarter, and even per individual SME. For example, if you assign 100 questions to a team member, AutoRFP.ai can report that AI drafted accurate first responses for 96 of them, and that team member only needed to make significant edits on 1-2% of answers. This kind of granular reporting makes it straightforward to prove ROI to your CFO during budget reviews and justify expansion.

What if we don't have an existing content library for our DDQ responses?

Many teams come to AutoRFP.ai without a structured content library. Some have past responses scattered across shared drives that are not even searchable. AutoRFP.ai builds your content library as you work. Every DDQ you complete enriches your knowledge base. The AI uses semantic search to find relevant past responses by meaning, not just keywords. So when you search for 'data retention policy', it surfaces relevant answers even if they were originally filed under 'GDPR compliance' or 'European data privacy'. Over time, your library becomes your competitive advantage, turning months of DDQ responses into an instantly searchable asset.

How does the AI handle strategic DDQ questions vs. factual compliance questions?

AutoRFP.ai's response engine handles both types differently. For factual, process-driven questions like 'Do you have a business continuity plan?' or 'Are you ISO 27001:2022 certified?', the AI pulls accurate, verbatim answers from your content library with high trust scores. For strategic questions that require nuanced, tailored responses such as 'What are the visions and goals of your company?', you can guide the AI with win themes, competitive intelligence, and specific context to generate a strong first draft. You then add your creative, strategic lens on top. The system indicates trust scores and shows when responses are verbatim versus AI-adapted, so you always know where to focus your review time.

How long does it take to get set up and running?

After a quick 30-minute demo, we can have your account configured and fine-tuned within 48 hours. Our white-glove onboarding team handles the heavy lifting, including importing your existing DDQ responses and documents into the content library. For enterprise deployments, we offer dedicated implementation specialists who can work with your compliance and IT teams to ensure everything meets your security requirements. Most teams are completing their first DDQ in AutoRFP.ai within the first week.

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See How Leading Fund Managers Automate DDQs

Our customers win more deals, faster, with higher-quality responses — and we think you can too.