AI-Native DDQ Platform for Financial Institutions
Centralize historical responses, automate questionnaire completion, and maintain a continuously evolving repository of institutional knowledge.
Problem
During fundraising, IR teams spend hundreds of hours on manual DDQ data entry and tagging due to rigid, generic software. Norric eliminates this work entirely.
Eliminate
90%
manual DDQ data entry and repository maintenance
Save
1,000+
hours annually across
investor relations teams
Unlock
$500K+
in annual productivity and
operational savings
Build a Living Repository of Institutional Knowledge
Capture, structure, and continuously maintain DDQ content so every completed questionnaire improves the next.
Centralize Historical DDQ Knowledge
Upload completed questionnaires and AI automatically extracts, categorizes, and organizes response content into a centralized repository.
Govern Repository Content at Scale
Identify duplicate answers, outdated information, and content gaps to ensure repository accuracy and consistency over time.
Identify Overlapping Answers Automatically
AI matches incoming DDQ questions against historical responses and provides recommendations with full traceability, citations, and reasoning.
Build a Knowledge Hub for Institutional Fundraising
Search across historical DDQs, consultant databases, and firm materials to uncover insights, answer questions, and leverage institutional knowledge.
A System of Intelligence
Mass Document Ingestion
Process thousands of DDQs, data rooms, and fundraising materials across any file format.
Human-in-the-Loop Review
Review, validate, and approve AI-recommendations with reasoning
Fully Auditable Outputs
Trace every answer back to its source with supporting evidence, reasoning, and version history.
Export in Exact Format
Export responses in the exact format required by investors, consultants, and clients.
Enterprise-grade Security
Enables asset managers and institutional allocators to operationalize proprietary firm data and deploy AI across investment operations.Enables asset managers and institutional allocators to operationalize proprietary firm data
and deploy AI across investment operations.
ISO 27001
Certified information management.
SOC2
Audited security & compliance controls.
GDPR
Global privacy and data protection.
HIPAA
Protection for sensitive data.
Transform How Your Investment Team Operates
Experience AI-native workflows that automate operations, unlock institutional knowledge, and accelerate execution across the investment lifecycle.
