AI-Powered Software for Allocators & Funds

Extract. Automate. Analyze.

By AlternativeSoft

Save hours, reduce risk, and make better decisions. AlternativeSoft’s AI reads your fund documents and does the heavy lifting - extracting returns and exposures, drafting due-diligence questionnaires, and analysing funds - turning hours of manual work into minutes.

640+
Users
10+
Awards
170+
Companies
$1.5tn+
AuM Worldwide
Three features, one platform

Extract. Automate. Analyze.

AI handles the document-heavy work across your due-diligence and monitoring workflow - from raw PDFs to decision-ready insight.

01

Extract Returns & Exposures from PDF AI

Upload fund reports and AI turns unstructured PDFs into clean, structured data - monthly returns, exposures and net assets - in seconds, ready to import into your desktop platform.

Fund report PDF Returns Exposures Net assets
Extracted DataAI
DateReturnExposureNet Assets
Jan 311.42%97.6%$125.4M
Feb 28-0.31%95.1%$126.1M
Mar 310.87%96.3%$127.7M
Apr 301.19%98.0%$129.2M
Returns Over Time
YTD Return
3.19%
Avg Exposure
96.8%
02

Automated Questionnaire Creation & AI Answers AI

Upload PPMs and fact sheets and AI creates the due-diligence questionnaire and drafts accurate answers automatically - covering strategy, risk management and team - with a confidence score on every response.

PPM Fact sheet Questionnaire Drafted answers
AI-Generated QuestionnaireAI
QuestionAI Answer
Investment StrategyLong/Short Equity, focus on Tech & Healthcare
Risk ManagementLimit gross exposure to 150%, daily VaR monitoring
Team Experience10+ years avg., former PMs at top institutions
95% Confidence ⚡ Auto-Drafted
03

Automated Fund Analysis from Fact Sheet AI

Upload fact sheets and AI extracts key metrics, performs returns analysis against a benchmark, and provides AI-driven pros & cons - giving you a fast, balanced read on every fund.

Fact sheet Key metrics Returns analysis Pros & cons
Key Metrics
AUM$512.4M
YTD Return4.27%
Sharpe Ratio1.32
Volatility (1Y)8.6%
Max Drawdown-9.2%
Returns Analysis
Outperformance (YTD)
+2.14%
Pros
Strong risk-adjusted returns
Consistent outperformance
Experienced team
Cons
High management fees
Concentration in top 5
Higher vol vs benchmark
Why it matters

Save hours. Reduce risk. Make better decisions.

Built for the realities of allocator and fund workflows - speed, accuracy and an audit trail you can rely on.

Higher Productivity

Automate time-consuming, document-heavy tasks so your team spends time on decisions, not data entry.

Consistent & Accurate

AI ensures data quality and consistency across every fund, document and review.

Audit-Ready

Structured data and traceable outputs give you a defensible record for every figure.

Built for Allocators

Designed for the specific needs of allocators and funds, from due diligence to monitoring.

Request a Demo

See it on your own
documents

Book a personalised walkthrough and we’ll run one of your own fund PDFs through the AI extraction live.

  • Live extraction of returns & exposures from a real PDF
  • AI-drafted due-diligence questionnaire from your PPM & fact sheets
  • Automated fund analysis with key metrics and pros & cons
  • Free trial access available following the demo
Hedgeweek Best Risk Management Software: voted by clients 4 years running

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