Security questionnaires and DDQs

Which DDQ software handles investor due diligence questionnaires?

Short answer

4 tools document investor or asset-manager DDQ workflows: Inventive AI, Tribble, Thalamus AI and RequestFX. Fund teams should test with an ILPA-style or allocator DDQ they actually received, since generic vendor-risk DDQ support does not carry over automatically.

4 tools qualify on recorded evidenceNo paid placement

Sources checked through Oct 2026

Tools that qualify, with the evidence

Rule: A recorded sentence describes DDQ work for investors, LPs, allocators or asset managers. Ordered by the related capability scores; ties go to sourced research facts, then overall score. Source dates are when the fact was read.
Tool	Evidence	Source	Starting price
Inventive AI	Dedicated DDQ automation for investor (LP) and customer/vendor DDQs: parses multi-tab Word, PDF and Excel files and exports answers back into the original file.	inventive.aias of Oct 2026	$10,000/yr
Tribble	Dedicated DDQ automation for asset managers and institutional investors: parses XLSX, DOCX or PDF DDQs, drafts from fund documents and prior DDQs with confidence scores and source links, routes to compliance reviewers and runs a consistency check before export.	tribble.aias of Oct 2026	Custom
Thalamus AI	The DDQ page describes auto-fill across Excel, Word and investor portals from one approved library, multi-stakeholder approval workflows and staleness flags when an underlying fact changes.	thalamushq.aias of Oct 2026	Custom
RequestFX	Preloaded templates for SIG, CAIQ, HECVAT and investor DDQs such as ILPA and AIMA	requestfx.comas of Oct 2026	$299/mo

Why this question matters

Investor DDQs ask fund managers about strategy, operations, compliance and performance. They share the questionnaire format with vendor-risk DDQs but draw on different documents and different reviewers.

Which one fits your situation

If you also answer customer security reviews, start with Inventive AI.

What to test in a trial

Use last year’s completed investor DDQ and this year’s blank version.
Check that compliance review routing covers performance and regulatory statements.

Caveats

Very few tools in this directory document investor DDQs specifically.

How we decided who qualifies

Only RFP, DDQ and questionnaire response tools with a published profile are checked. A tool is named here only when its record shows the rule above, either in a sourced research fact or in the reviewed profile, and we publish an answer only when at least three tools qualify. A tool missing from the table may still do this; it has not been documented in a way we could source. Read the research methodology for how facts are dated and corrected.