Managing operational due diligence workflows across dozens of managers requires more than shared drives and email threads. AlternativeSoft provides structured, auditable due diligence workflows with AI-powered document processing, team task assignment and centralised documentation management.
Without structured tooling, ODD processes become fragmented, inconsistent and impossible to evidence for governance purposes.
Centralised pipeline management, workflow templates, team assignment and automated governance reporting - all in one cloud platform.
From initial screening to annual re-diligence - every step organised, documented and auditable.
Track the ODD status of every manager simultaneously - from initial screening to approval and ongoing monitoring - in one centralised dashboard.
Standardised ODD workflow templates for initial due diligence and annual re-diligence. Consistent process across all managers and team members.
Assign specific ODD sections to team members, set deadlines, track completion and require approvals. Role-based access controls built in.
Every document upload, questionnaire completion, note, approval and status change logged with timestamp and user identity - ready for regulatory review.
Automated re-diligence reminders based on your review schedule. Managers are flagged automatically when reviews are due - no manual calendar management.
Generate ODD programme summary reports showing status of all managers, outstanding actions and completed reviews for trustees and regulators on demand.
Create a record for each manager in your ODD programme. Assign ownership, set review schedules and upload existing documentation to populate the hub.
Upload fund documents and AI completes DDQ responses. Team members complete qualitative sections and compliance review. All actions tracked in the workflow.
Track ODD status across all managers. Receive scheduled re-diligence reminders. Generate governance reports for trustees and investment committees on demand.
Demonstrate robust, systematic ODD governance to trustees and regulators. Full audit trail and structured workflows evidence best-practice institutional due diligence.
Learn moreManage ODD across a large underlying manager portfolio systematically. Ensure every manager receives consistent, documented due diligence on schedule.
Learn moreImplement institutional-quality ODD workflows without a dedicated ODD team. AlternativeSoft enables small teams to manage large-scale due diligence programmes efficiently.
Learn moreAlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation, and relative analyses. An intuitive platform that is additive to our processes.
A practical and user-friendly tool used as part of our portfolio construction and risk management process. Their extensive support and responsiveness provides real added value.
From statistical analysis on a single hedge fund to portfolio construction, risk analysis and stress testing - one of the most effective and intuitive tools I have handled.
Operational due diligence rarely happens inside one tool. The analyst has the DDQ open in one window, the manager’s risk statistics in another and a draft committee memo in a third. AlternativeSoft MCP, now available with AlternativeSoft Cloud, puts the quantitative side of that work inside the AI assistant you already use. Ask Claude, ChatGPT or Microsoft 365 Copilot a plain-language question and the answer is computed on your own AlternativeSoft data, not generated from memory, so the numbers in your ODD report are the numbers in the platform.
“Summarise the key risk statistics for the three managers on this week’s ODD list, ahead of the investment committee.”
What comes back: Return, volatility, Sharpe, Sortino, maximum drawdown and peer rank for each manager, with a short read-out of the outliers, ready to paste into the committee memo.
“Has this fund’s drawdown or volatility changed since we completed its operational due diligence last year?”
What comes back: The statistics for both periods side by side, so a monitoring review takes a minute instead of an afternoon of exports.
“Which managers in our approved list have a maximum drawdown worse than 15 percent over three years?”
What comes back: The screen run live on your approved-managers group, the matching funds listed, and the context to decide whether a refreshed ODD is due.
Yes, for the quantitative side of the review. AlternativeSoft MCP lets Claude, ChatGPT, Microsoft 365 Copilot or any MCP-ready assistant ask the AlternativeSoft engine for a manager’s return, risk, drawdown, peer rank, stress test and factor exposure in plain language, computed on your own data. It complements the DDQ and document review in the Cloud ODD platform rather than replacing them.
AlternativeSoft MCP is available with AlternativeSoft Cloud and with the desktop platform. It is read-only, runs either server-hosted for web assistants or locally for desktop tools, and requires the REST API to be enabled and an MCP licence confirmed by support. Setup usually takes under an hour.
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