Built for investment firms
AI your compliance team can trust.
Automate DDQs, RFPs and client communications using your firm’s approved content and quarterly data—without taking compliance out of the loop.
One governed AI foundation
DDQs & RFPs
Client Presentations
Compliance Review
Microsoft 365 Workflows
Trusted by leading firms
Start where the pain is greatest
From blank questionnaire to compliant first draft.
Orrigo combines approved language, quarterly firm data and purpose-built AI to complete the repetitive work behind DDQs, RFPs, presentations and more —while keeping your team in control.
Narrative
Answer from what your firm has already approved.
Orrigo finds the most relevant, recent language in your Vault and drafts directly in the questionnaire you received.
Approved response
Source attached
Quantitative
Keep the answers—and the numbers—current.
Connect recurring strategy and portfolio data to update quantitative tables without manual re-keying or broken formatting.
Strategy AUM
Prior
Current
Global Equity
$4.8B
$5.1B ✓
Active accounts
118
126 ✓
As of date
06/30
09/30 ✓
Why Orrigo
Purpose-built for the way investment firms work.
More than faster writing. Orrigo reduces the review burden by grounding every output in the language, data and workflow your firm's compliance team already trusts.
01
Approved content
One governed source of firm-approved language, organized around your strategies and workflows.
02
Current data
Bring narrative and quantitative answers together in one repeatable workflow.
03
Compliance intelligence
Trust Scores, source attribution and audit history show reviewers where attention is needed.
04
Work where you work
Complete questionnaires in Word, and Excel, and via a Chrome browser through plug-ins with SharePoint and OneDrive collaboration.
Compliance by construction
Governed before the first word is written.
Orrigo does not write freely and ask Compliance to clean it up. It begins with your approved knowledge, identifies its sources, scores alignment and preserves human review.
◈
Approved knowledge
Prior DDQs, RFPs, insights, quarterly data and approved language form the governed foundation.
⌁
Purpose-built AI
Orrigo drafts in your firm’s voice using only the context that fits the task.
◎
Trust & sourcing
Every output carries alignment signals and traceable source material.
✓
Human control
Your team reviews, edits and approves before anything leaves the firm or gets changed in the Vault.
Land and expand
Start with questionnaires. Expand with confidence.
The same governed AI foundation that powers DDQs and RFPs can support the client-facing proposals, presentations, fact sheets, and reports that investment firms create every day.
Core workflow
DDQ & RFP automation that gets your team closer to the finish line.
Produce complete first drafts in minutes or hours—not days—while preserving document formatting, sources and reviewer control.
Expand
Client communications
Create and update commentary, cover letters, talking points, proposals and presentations, even fact sheets from the same approved content.
Govern
Compliance oversight
Give Compliance visibility into what was used, what changed and which outputs need closer review.
“We really like your very different approach of developing natively for Microsoft Word to answer and collaborate in RFPs and DDQs. We used two different horizontal RFP tools in the past, and we spent so much time managing our content in those tools that we lost any efficiency gains over time with RFPs.”
Head of Marketing
See it in your workflow
Put AI to work without taking compliance out of the loop.
See how Orrigo can turn your approved content and current data into a compliant first draft.