DDQ Software

DDQ Automation

AutoRFP.ai helps investment firms streamline due diligence questionnaires, allowing IR teams to respond faster, with greater accuracy, and win more investor commitments.

Requirement

Response

Trust

Editor

Reviewer

Explain your solution in exactly 50 words.

F2

Functional

Configuration

Jack

Submit

Jack

Approve

Explain your solution in exactly 50 words.

F2

Functional

Configuration

Jack

Submit

Jack

Approve

Explain your solution in exactly 50 words.

F2

Functional

Configuration

Jack

Submit

Jack

Approve

Detail how the system generates accurate responses

F2

Functional

Configuration

Claire

Submit

Lukas

Approve

Requirement

Response

Compliance

Trust

Editor

Reviewer

Explain your solution in exactly 50 words.

F2

Functional

Configuration

Compliant

Jack

Submit

Jack

Approve

Detail how the system generates accurate responses.

F2

Functional

Configuration

Compliant

Claire

Submit

Lukas

Approve

Does AutoRFP.ai support Import & Export?

F2

Functional

Configuration

Compliant

Claire

Submit

Lukas

Approve

Can multiple people work on the same RFP?

F2

Functional

Configuration

Compliant

Claire

Submit

Lukas

Approve

See how to sort content for various products within the systems.

F2

Functional

Configuration

Compliant

Jack

Submit

Jack

Approve

Explain the guidelines for storing customer data, its retention duration, and secure deletion methods.

F2

Functional

Configuration

Compliant

Jack

Submit

Jack

Approve

Requirement

Response

Compliance

Trust

Editor

Reviewer

Explain your solution in exactly 50 words.

F2

Functional

Configuration

Compliant

Jack

Submit

Jack

Approve

Detail how the system generates accurate responses.

F2

Functional

Configuration

Compliant

Claire

Submit

Lukas

Approve

Does AutoRFP.ai support Import & Export?

F2

Functional

Configuration

Compliant

Claire

Submit

Lukas

Approve

Can multiple people work on the same DDQ?

F2

Functional

Configuration

Compliant

Claire

Submit

Lukas

Approve

See how to sort content for various products within the systems.

F2

Functional

Configuration

Compliant

Jack

Submit

Jack

Approve

Explain the guidelines for storing customer data, its retention duration, and secure deletion methods.

F2

Functional

Configuration

Compliant

Jack

Submit

Jack

Approve

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. Your IR team can focus on high-value investor relationships instead of tedious document management.

Go Multi-Lingual

Completing DDQas across markets can be a barrier. AutoRFP.ai broke it down by enabling IR Firms to respond in 50+ languages.

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.

Importing a Project

Respond to anything

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

From Spreadsheets

Excel Questionnaires

Don't copy & paste; AutoRFP.ai automatically imports and exports customer spreadsheets.

This includes automatically selecting drop-downs and other fields with AI.

This powerful importer supports:

Auto-Detect

10,000+ Requirements

Multiple Tabs

Import & Export

Importing a Project

Respond to anything

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

From Spreadsheets

Excel Questionnaires

Don't copy & paste; AutoRFP.ai automatically imports and exports customer spreadsheets.

This includes automatically selecting drop-downs and other fields with AI.

This powerful importer supports:

Auto-Detect

10,000+ Requirements

Multiple Tabs

Import & Export

work with online DDQ portals

work with online DDQ portals

Browser Extension

The Browser Extension helps you respond anywhere, including in DDQ online portals, to customer emails and even while on the phone with a prospect.

Instant Answers in One-Click

Import to a Project

Even across IPLA DDQs

Strict Privacy & Security Controls

Even across IPLA DDQs

AutoRFP.ai

ANSWER

SEARCH

PROJECTS

Ask Question

Question

Does it support SSO?

Answer

Yes, our solution supports Single Sign-On (SSO) integration. Users can authenticate using their existing credentials through SAML 2.0, OAuth 2.0, and Azure AD.

Content Used

Explain how your solution supports single sign-on (SSO) for user authentication.

Our solution supports SSO via SAML 2.0, OAuth 2.0, and Azure AD. allowing users to authenticate using their existing credentials.

DDQ Automation Software in action

AI DDQ Response Workflow

Example Question: How does your DDQ Software work?

Question: How is data encrypted?

Using the due diligence question above, let us demonstrate how the system works.

AI Search

First, AI Search finds Relevant Content

How is data encrypted at rest and in transit?

7 days ago

150

At AutoRFP.ai, we prioritize the security and confidentiality of client data through robust encryption and storage protocols.


Data in transit is safeguarded using HTTPS encryption, ensuring that all communications between our servers and user devices are secure. This encryption method protects data from interception and unauthorized access during transmission.


For data at rest, we employ AES-256 encryption, a highly secure standard that ensures stored information remains inaccessible without proper authorization. This encryption method is widely recognized for its effectiveness in protecting sensitive data.


By implementing these stringent protocols, we ensure that client data is stored, encrypted, and secured to the highest standards.

SEE LESS

89

AI Library

Response Engine

Product

Where is your data stored and how is it encrypted at rest and in transit?

90 days ago

8

Data is stored on servers where it is encrypted at rest using AES-256 encryption. Data in transit is encrypted using HTTPS.​​

67

Previous Response to Acme Co

Response Engine

Security

How is data encrypted?

How is data encrypted at rest and in transit?

7 days ago

150

At AutoRFP.ai, we prioritize the security and confidentiality of client data through robust encryption and storage protocols.


Data in transit is safeguarded using HTTPS encryption, ensuring that all communications between our servers and user devices are secure. This encryption method protects data from interception and unauthorized access during transmission.


For data at rest, we employ AES-256 encryption, a highly secure standard that ensures stored information remains inaccessible without proper authorization. This encryption method is widely recognized for its effectiveness in protecting sensitive data.


By implementing these stringent protocols, we ensure that client data is stored, encrypted, and secured to the highest standards.

SEE LESS

89

AI Library

Response Engine

Product

Where is your data stored and how is it encrypted at rest and in transit?

90 days ago

8

Data is stored on servers where it is encrypted at rest using AES-256 encryption. Data in transit is encrypted using HTTPS.​​

67

Previous Response to Acme Co

Response Engine

Security

How is data encrypted?

AutoRFP.ai's AI Search finds exactly what you need to respond to each requirement by searching based on meaning, not just keywords.

AutoRFP.ai's AI Search finds exactly what you need to respond to each requirement by searching based on meaning, not just keywords.

AI Powered

Multi-lingual

Considers Multiple Sources

DDQ software reimagined

Finally, Collaborate on the Response

Requirement

Response

Compliance

Trust

Editor

Reviewer

How does the platform leverage AI?

F1

Functional

Configuration

AutoRFP.ai analyzes each DDQ question using semantic search, not basic keyword matching. The AI retrieves relevant content from your fund documentation, compliance policies, and approved past responses.


It synthesizes information into draft answers with confidence scoring. High-trust responses need minimal editing; flagged responses prompt SME review for accuracy.


Once approved, the system automatically learns from that content, continuously improving your RFP automation process and reducing manual work on future proposals, RFIs, DDQs, and security questionnaires.

Compliant

Claire

Submit

Lukas

Approve

Does AutoRFP.ai support Import & Export?

F3

Functional

Configuration

Absolutely. Import DDQs from Excel, Word, PDF, and investor portals. AutoRFP.ai handles complex multi-tabbed spreadsheets and 500+ page documents with embedded tables. Export completed responses directly into the original format or your branded template. Maintains formatting, meets investor specifications perfectly every time.

Compliant

99

Claire

Submit

Lukas

Approve

Can multiple people work on the same DDQ?

F2

Functional

Configuration

Yes. Investment analysts, compliance officers, and fund managers collaborate in real-time on DDQs. Assign questions by expertise, track completion status, and manage approvals in one workspace. Unlimited users on all plans ensure your entire due diligence team participates without seat restrictions or additional costs.

Compliant

94

Claire

Submit

Lukas

Approve

Requirement

Response

Compliance

Trust

Editor

Reviewer

How does the platform leverage AI?

F1

Functional

Configuration

AutoRFP.ai analyzes each DDQ question using semantic search, not basic keyword matching. The AI retrieves relevant content from your fund documentation, compliance policies, and approved past responses.


It synthesizes information into draft answers with confidence scoring. High-trust responses need minimal editing; flagged responses prompt SME review for accuracy.


Once approved, the system automatically learns from that content, continuously improving your RFP automation process and reducing manual work on future proposals, RFIs, DDQs, and security questionnaires.

Compliant

Claire

Submit

Lukas

Approve

Does AutoRFP.ai support Import & Export?

F3

Functional

Configuration

Absolutely. Import DDQs from Excel, Word, PDF, and investor portals. AutoRFP.ai handles complex multi-tabbed spreadsheets and 500+ page documents with embedded tables. Export completed responses directly into the original format or your branded template. Maintains formatting, meets investor specifications perfectly every time.

Compliant

99

Claire

Submit

Lukas

Approve

Can multiple people work on the same DDQ?

F2

Functional

Configuration

Yes. Investment analysts, compliance officers, and fund managers collaborate in real-time on DDQs. Assign questions by expertise, track completion status, and manage approvals in one workspace. Unlimited users on all plans ensure your entire due diligence team participates without seat restrictions or additional costs.

Compliant

94

Claire

Submit

Lukas

Approve

AutoRFP.ai's DDQ Response AI then drafts a complete answers to the due diligence questions in seconds for your team to review.

Learns from you

AI Reviewer

Fast to Use

Work with Unlimited Collaborators

AutoRFP.ai includes unlimited users so you can collaborate without limits.

Validate the sources used

Notify others with Email, Slack and Teams

Real-time progress tracking

Strict Privacy & Security Controls

Editor

Reviewer

Jack

Submit

Jack

Approve

Editor

Reviewer

Jack

Submit

Jack

Approve

Editor

Reviewer

Jack

Submit

Jack

Approve

DDQ Automation AI shouldn't be an add-on

Book a demo with our winning team to learn more.

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 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 ISO27001:2022 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 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.

global footprint

Demonstrated ROI in 30+ Countries

With offices around the world and a global team, we're ready to help any organization win more, faster.

Product Demo

Product Demo

See How Leading Fund Managers Automate DDQs

Watch AutoRFP.ai in action as it transforms a 200-question DDQ from hours of work into minutes, without sacrificing accuracy or compliance.