###### Oct 23, 2025

# Workflow: DDQ Solver

###### James O'Dwyer

Every private equity IR team knows the drill. Another DDQ lands in your inbox with hundreds of questions about fund performance, portfolio composition, ESG policies, and operational procedures.

Most of these questions you've answered before. They're buried somewhere in last quarter's DDQ, a recent LP presentation, or your fund's marketing materials. But finding the compliance approved language takes hours of manual searching and cross-referencing.

Metal's new DDQ workflow changes this dynamic entirely.

### **How It Works: 4 Steps to Accelerate DDQ Completion**

#### **Step 1: Upload Your DDQ**

Start by pasting questions or uploading your DDQ file to Metal.

#### **Step 2: Review Questions**

Metal automatically extracts and organizes every question from your DDQ, regardless of format.

Select your compliance-approved DDQ folder below. This ensures Metal searches only compliance-approved language that's already cleared for investor communications.

#### **Step 3: AI-Powered Answer Generation**

Instead of manually searching through dozens of documents, you get precise, pre-vetted answers pulled from your own institutional knowledge.

Metal automatically:

- Scans your entire fund database within the specific folder selected
- Returns responses verbatim when available, preserving the exact language compliance has already approved
- Provides confidence scoring so you know which answers are direct matches versus those requiring review

#### **Step 4: Export and Refine**

Your team can quickly filter the best answers and submit, cutting response time by hours.

### Get Started

This is institutional intelligence in action. The DDQ workflow exemplifies Metal's core mission: transforming your firm's collective knowledge into something instantly accessible, searchable, and actionable.

We're continuing to explore new features to empower PE teams. Stay tuned.

_Ready to transform your DDQ process?_ [_Request a demo_](https://www.metal.ai/book-a-demo)