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ProductDDQ Management

AI-Native DDQ Platform for Financial Institutions

Centralize historical responses, automate questionnaire completion, and maintain a continuously evolving repository of institutional knowledge.

Norric DDQ platform interface with document search and AI agent

Eliminate

Manual Data Entry

Competitors

100+ Hours

with Norric

Zero manual entry

Improve

Parsing Accuracy

LLMs

~60% accuracy

with Norric

98%+ accuracy

Reduce

Response Time

Before

2–4 days

with Norric

80% in <30 minutes

Build an Institutional Intelligence Layer with AI

Transform every DDQ and investor interaction into reusable institutional knowledge without manual data entry and content management.

Import Enterprise Knowledge

Upload historical DDQs, emails, marketing materials, and policies.

Drag and drop interface for uploading DDQ documents
AI Knowledge Extraction

Automatically structure, categorize, and index every document and Q&A response

Library interface for governing repository content at scale
Continuous Knowledge Management

Detect outdated, duplicate, and conflicting information automatically with AI

Duplicate question detection with AI reasoning
AI Search & Reasoning

Ask questions, compare responses, and uncover insights across your entire knowledge base

Search interface for institutional fundraising knowledge

We replaced weeks of manually searching through historical DDQs with answers in seconds. More importantly, every completed questionnaire now improves the next one.

Head of Investor Relations

Multi-Strategy Asset Manager

Unlike traditional DDQ platforms, we didn't have to spend months maintaining a content library. The platform automatically built and managed our knowledge base from historical documents.

Associate

$40B Private Equity Firm

Our team no longer spends hours looking for the latest approved answer. It's just there.

Vice President, Investor Relations

Global Investment Firm

Centralized Platform for DDQ & RFP Management

Manage every incoming questionnaire from intake to delivery with AI-powered search, collaboration, governance, and compliance.

DDQ platform interface showing Abu Dhabi Investment Authority questionnaire with drafted answer and source citation

Collaborative DDQ Workspace and Editor

Manage incoming DDQs, collaborate across departments, and generate responses from a single platform.

Find sources panel with fund DDQ folders and checkboxes

Source Filters

Limit answer retrieval to specific folders, funds, clients, or document types.

Sources panel showing Management Committee Fund XIV with answer and AI reasoning

Answer Recommendations

AI retrieves the most relevant historical responses with citations and accuracy — we do not generate answers.

Document viewer showing file_DDQ.pdf with executive summary and highlighted citation

Fully Auditable Outputs

Every recommendation is backed by source documents, reasoning, and complete version history.

Recommendation card with suggested correction for risk-adjusted returns language

AI Compliance Review

Automatically identify FINRA and SEC marketing language before responses are shared.

Enterprise-grade Security

Enables asset managers and institutional allocators to operationalize proprietary firm data and deploy AI across investment operations.

Read more

ISO 27001

Certified information management.

ISO 27001 certification

SOC2

Audited security & compliance controls.

SOC 2 certification

GDPR

Global privacy and data protection.

GDPR compliance

Zero training policy

No training on user data

Zero training policy — no training on user data

Collaboration Features

Collaboration Features

Collaboration Features

Track every edit with complete version history and restore previous responses at any time.

Comments & Assignments

Comments & Assignments

Assign questions, collaborate in real time, and keep discussions attached to every response.

Approval Workflows

Approval Workflows

Configure multi-stage approvals and review workflows before responses are finalized.

Export in Exact Format

Export in Exact Format

Export responses in the exact format required by investors, consultants, and clients.