Orrigo is an AI-native marketing and client-service harness built exclusively for investment managers. It automates the creation of high-quality, on-brand, compliance-approved responses for RFPs, DDQs, client communications and presentations, and more.

RFPs, RFIs, DDQs, ESG questionnaires, security questionnaires, Form ADV updates, 15Cs, fact sheets, and other custom institutional requests, in PDF, Word, Powerpoint and Excel formats.

General-purpose AI tools typically need heavy review and rewriting. Generic RFP software, meanwhile, is usually built horizontally across industries and treats you as a full-time content manager. Orrigo is purpose-built for investment management: it's trained on your firm's approved content (not the open internet), understands your industry terminology and asset classes, and scores every answer for alignment with your compliance-approved language before a human ever sees it.

The Vault is your firm's private, compliance-approved, grounded content library — the single source of truth Orrigo draws from to answer questions. It stores your approved Q&A pairs, source documents, and a historical record of quarterly data, and includes AI Agents to keep that content current: automated onboarding of new material, duplicate detection, and flags for content that's gone stale or conflicts with something more recent.

Trust Score is Orrigo's patented method for scoring how closely a generated answer aligns with your firm's compliance-approved Vault content, so reviewers can immediately see which answers are safe to accept as-is and which need a closer look — rather than re-reading every single response line by line.

Yes — Orrigo is built to accelerate drafting, not remove compliance oversight. The Trust Score is there specifically to help your reviewers focus their time on the exceptions rather than every answer, but final review and sign-off stays with your team.

Orrigo's functionality is organized into a set of specialized agents that share one governed content source (the Vault): RFP Agent turns an incoming RFP, RFI, or DDQ into a scored first draft, pulling from your approved answers. Drafts Agent writes qualitative narrative content such as client portfolio commentary, cover letters, and market recaps in your firm's tone of voice, with controls for length and audience. Data Agent automatically maps and updates quantitative/data-heavy fields in recurring DDQs and fact sheets using your quarterly performance and portfolio data, eliminating manual copy-paste between systems. Improve Agent reviews existing content for staleness, conflicts, or drift from current disclosures, and suggests targeted edits with a rationale. Vault Agents handle the behind-the-scenes work of onboarding, deduplicating, propagating global changes, and organizing your approved content library. Custom Agents are defined, developed, tested and maintained with Claude, Claude Skills, and Gemini; the Orrigo AI harness provides the governance and data security your firm requires.

The Data Agent connects to your firm's portfolio accounting and reporting systems, attribution data, and quarterly data feeds from the consultant databases and distribution platforms you already use, so quantitative fields update automatically instead of being re-typed each quarter.

For most firms, yes — Orrigo is designed to consolidate the drafting, data-update, and content-library functions that firms previously spread across a horizontal RFP tool, multiple online DDQ portals, and manual data entry into one governed workflow. Orrigo can also work in concert with an existing tool that’s missing key Data Agent and DDQ capabilities.