AI-Native DDQ Platform
for Financial Institutions
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.
A collaborative AI workspace for asset managers’ IR teams,
purpose-built to automate and streamline up to 90% of DDQ management.
Tailored Workflows & Features
Purpose-built for asset managers, we rigorously develop features that integrate directly into institutional IR workflows, including LP portals and Microsoft 365 environments.
AI Agents that understands IR's nuances
We develop AI agents trained to distinguish and interpret DDQ-specific language, structure, and intent across institutional questionnaires.
End-to-End Workflows
Our platform is an end-to-end DDQ workspace, unifying centralized repositories, AI-driven pre-population, and a collaborative editor through final export.
Leverage AI
to eliminate all manual data entry in repository management.
Upload historical DDQs directly from your computer or sync with existing databases, from Excel to PDF.
Norric’s AI agents automatically parse, extract, and tag questions and answers from every file, eliminating manual data entry.
Organize content into folders by strategy, fund, or firm-wide scope, and use templates to standardize and reuse responses across recurring questionnaires.
Our agents understand nuanced IR language and notify teams when DDQs or Q&As need review. Updates require only re-uploading the latest version—no manual data entry.
Automatically pre-populate incoming DDQs and flag repeated questions leveraging AI.
Drag, Drop, Done
Upload incoming DDQs in PDF, Excel, or Word, and our AI parses and organizes every section and question.
AI insights with full traceability & reasoning
We automatically pre-populate DDQs from your repository, with AI reasoning, source attribution, and confidence ratings for every response.
Filtering & Sourcing
With folders and templates, IR teams control which repositories pre-populate incoming DDQs.
Transparent AI Reasoning
From document sourcing to AI reasoning and output ratings, we provide clear visibility into every AI application.
Track Source Documents
We trace every output back to the original source document, folder, and exact source lines.
Audit Trails & History
Norric records a complete audit trail across AI outputs, comments, and question-level edits.
“For a global organization like ours, the platform has transformed how we manage institutional knowledge, align teams, and execute questionnaires at scale.”
Chief Operating Officer,
$10B+ Private Credit Firm