Generate a workspace and dashboard
Assign questions, monitor status, and manage access in one shared project.
Estra brings contributors, company knowledge, and AI into one workspace to complete RFPs, DDQs, and complex questionnaires.
Create a project for each RFP or DDQ, coordinate contributors, and draft and review answers in a shared editor.
Assign questions, monitor status, and manage access in one shared project.
See relevant answers, source documents, and AI insights beside each question.
Choose the material Estra searches, assess relevant matches, and check each answer against its original source.
Select the folders and documents to use for the questionnaire.
Review relevant library answers with confidence scores and reasoning.
Open the documents behind each answer to verify the information.
Use approved answers and source documents to prepare responses, complete tables and footnotes, and flag inconsistencies before submission.
AI Assistant
Use approved answers and source documents to prepare responses when an existing answer needs to be adapted.
Editor Workspace
Complete tables, footnotes, and multi-part questions alongside standard answers while preserving the structure of the original RFP or DDQ.
Review
Estra’s AI agent flags inconsistent terminology, shifts in tone, and potential compliance issues for your team to review before submission.
How to submit
Estra delivers completed responses in the format each request requires.
Ready-to-use integrations with Word, Outlook, and client portals help teams answer ad hoc questions and complete requests where they arise.
Export the completed RFP or DDQ in the recipient’s original format or organization-wide template
Onboarding
Upload historical RFPs and DDQs alongside
relevant company documents.
Estra parses and tags every Q&A and document in your
content library, eliminating data entry.
Upload a new incoming DDQ or RFP and get
a first draft in under five minutes.
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.
Certified information management.
Audited security & compliance controls.
Global privacy and data protection.
No training on user data
Discover how Norric’s AI solutions can help you
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