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.
Join 150+ institutional investors who rely on AlternativeSoft to select and monitor funds. Book a personalised demo with our team today.
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