Operational Due Diligence

Introducing Our Due Diligence Funds Software

Looking for a comprehensive Funds Due Diligence solution that streamlines your investment process, saves you time, and helps you make more informed decisions? Our cutting-edge software is designed to empower you in your quest for success in the world of hedge fund investments.

What We Offer

What Our Solution Offers

At the heart of our Funds Due Diligence solution are the tools and features that put you in control, making the due diligence process more efficient and effective. Here's what you can expect when you choose our platform:

Allocator Due Diligence

Create and maintain standardised workflows adhering to compliance procedures at each stage. Enrich fund screening with operational due diligence information.

Manager Due Diligence

Manage and complete due diligence questionnaires seamlessly in a secure and interactive environment.

Analytics

Incorporate quantitative and qualitative attributes for a holistic view. Analyse and unleash previously obscured information in emails and other documents.

Request Returns from Hedge Funds
Returns Collection

Request Returns from Hedge Funds

Gain access to the information that matters most. Request and receive returns data directly from hedge funds, ensuring you're always up to date on performance metrics.

  • Data Accuracy: Receive returns data directly from hedge funds, minimising errors and inconsistencies in your investment analysis.
  • Customised Reporting: Tailor data requests to your specific needs, receiving the exact performance metrics most relevant to your strategy.
  • Historical Analysis: Access historical returns data to track trends and make well-informed decisions based on a comprehensive view of past performance.
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Document Management

Hedge Funds PDF Repository & AI Analysis

Streamline your document management. Easily request, collect, and store PDF documents related to your investments within our centralised data room.

  • Version Control: Maintain a clear and organised history of PDF documents with version control, ensuring you always have access to the latest and most relevant documents.
  • Effortless Retrieval: Quickly locate and retrieve documents with advanced search and categorisation features, saving time and reducing risk of information loss.
  • Security and Compliance: Store PDFs in a secure, centralised data room — reducing the risk of data breaches and ensuring compliance with industry standards.
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PDF Repository
DDQ Platform
Questionnaires

Send Due Diligence Questionnaires and Flag Answers

Simplify your due diligence process using digital questionnaires. Our platform seamlessly integrates a structured questionnaire system, enabling quick and precise access to crucial information.

  • Streamlined Data Collection: Eliminate manual input and potential errors with our structured digital questionnaire system, ensuring consistent formatting for easy analysis.
  • Automated Verification: Automated checks guarantee the completeness and accuracy of responses, minimising missing or inaccurate information.
  • Enhanced Collaboration: Collaborate effortlessly with hedge fund managers, facilitating rapid data exchange, clarifications and updates to expedite the process.
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CRM

CRM for Comprehensive Note-Taking on Hedge Funds

Stay organised and in control of your investment process with our integrated CRM. Track and manage your interactions, tasks, and timelines efficiently.

  • Customisable Workflows: Tailor your CRM to match your specific investment process — creating custom workflows that reflect your unique needs.
  • Task Automation: Automate routine tasks and reminders, freeing up your time for strategic decisions while ensuring essential steps are never overlooked.
  • Performance Analytics: Access in-depth analytics and reporting within the CRM to evaluate strategy effectiveness, identify opportunities and make data-driven decisions.
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CRM
Due Diligence Funds Software
Recurring Workflows

Due Diligence Funds Software

Automate due diligence tasks with ease. Set recurring tasks for in-house or hedge fund responsibilities — whether it's asking questions every 3 months, entering returns and estimates weekly, or saving PDF documents, our system handles it all.

  • Proactive Notifications: Receive automated reminders for upcoming tasks, ensuring you stay ahead of deadlines and maintain a proactive approach.
  • Task Priority Management: Prioritise tasks based on importance and urgency, helping you allocate time and resources efficiently to the most critical aspects.
  • Compliance and Consistency: Ensure consistent, compliant execution of due diligence tasks by setting predefined schedules, reducing errors and omissions.
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Get In Touch

Ready to Transform Your
Due Diligence Process?

Join 150+ institutional investors who rely on AlternativeSoft to streamline operational due diligence. Book a personalised demo with our team today.

  • Live walkthrough of the full Due Diligence Platform
  • Configuration tailored to your investment process
  • Q&A with our investment analytics specialists
  • Free trial access available following the demo
  • Dedicated onboarding and implementation support

Book Your Demo

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