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Due Diligence Software for Allocators

Due Diligence Software for Allocators and Asset Owners

AlternativeSoft is due diligence software for allocators and asset owners - pension funds, endowments, family offices and wealth managers. Run investment and operational due diligence, automate DDQs with AI and keep a committee-ready audit trail across every mandate.

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Trusted by 150+ institutions managing $1.5tn+ since 2005
Allocator ODD Hub Live
2
Critical
5
Pending
38
Cleared
Governance
Operations
Regulatory
Across 12 mandatesCommittee-ready
90%Less time on DDQs
500k+Funds covered
150+Institutions
$1.5tn+Assets analysed

What is due diligence software for allocators?

Due diligence software for allocators helps institutions evaluate and monitor the managers they invest in. AlternativeSoft gives asset owners one platform for investment due diligence, operational due diligence and DDQ automation - standardising manager review across mandates and producing the auditable record investment committees and trustees require.

  • Investment DD: screen, analyse and benchmark managers across 500,000+ funds.
  • Operational DD: assess governance, controls and service providers.
  • DDQ automation: issue and review questionnaires with AI and automated flagging.
  • Governance: committee-ready reports and a complete audit trail.
Centralised Hub Synced
Returns
Documents
Questionnaires
Meeting Notes
One Secure Due Diligence Hub
Every manager, one placeSearchable

Built for pension funds, endowments and family offices

AlternativeSoft serves the full range of asset owners: from pension funds and endowments to family offices and wealth managers. Each gets the same rigorous, repeatable due diligence process, scaled to its mandate, with consolidated reporting and oversight across every manager and asset class.

  • Pension funds: liability-aware analysis, governance and compliance reporting.
  • Endowments & foundations: manager research and committee-ready packs.
  • Family offices: multi-asset due diligence with full look-through.
  • Wealth managers: consistent manager vetting across client portfolios.
Built for Allocators Tailored
Pension Funds
Endowments
Family Offices
Wealth Managers
One processEvery mandate

Standardise manager due diligence across every mandate

Allocators review many managers across many mandates, and consistency is everything. AlternativeSoft standardises the questionnaire, scoring and document collection so every manager is assessed the same way - making findings comparable across the book and decisions easy to defend to trustees and regulators.

  • One process applied to every manager and mandate.
  • Comparable scoring so findings line up across the portfolio.
  • Centralised evidence in a single searchable document hub.
  • Defensible decisions backed by a timestamped audit trail.
DDQ - AI Completion AI completing
92%
Verified
Verified
Review
Flag
200 questions answered4 min · 90% faster

From due diligence to ongoing monitoring

Due diligence does not end at allocation. AlternativeSoft supports allocators through ongoing operational due diligence and re-review, tracking changes, refreshing questionnaires and re-flagging risks - so oversight is continuous and the investment committee always has a current view of every manager.

  • Periodic re-review scheduled and tracked automatically.
  • Change detection across documents and questionnaire answers.
  • Live risk view of critical, pending and cleared items per manager.
  • Consolidated reporting across all mandates for the committee.
Monitoring Scheduled
Mon2
Tue3
Wed4
Thu5
Fri6
Sat7
Sun8
Returns request - MeridianDue Mon
Review DDQ responsesDue Wed
Manager follow-up callDue Fri
Recurring reviewsAudit trail
For Every Allocator

One Due Diligence Platform, Every Mandate

Investment DD, operational DD and DDQ automation for institutional asset owners.

Pension Funds

Liability-aware manager due diligence with governance and compliance reporting.

Endowments & Foundations

Rigorous manager research and committee-ready due diligence packs.

Family Offices

Multi-asset due diligence with full portfolio look-through.

Wealth Managers

Consistent manager vetting and reporting across client portfolios.

AI DDQ Automation

Issue and review due diligence questionnaires with AI and automated flagging.

Committee Reporting

Generate board-ready reports with a complete, defensible audit trail.

Explore More

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FAQ

Frequently Asked Questions

What is due diligence software for allocators?
Due diligence software for allocators is a platform that helps institutional asset owners evaluate and monitor managers. AlternativeSoft provides investment due diligence, operational due diligence and AI DDQ automation in one system, with committee-ready reporting and a full audit trail.
Which allocators use AlternativeSoft?
AlternativeSoft is used by pension funds, endowments and foundations, family offices, wealth managers and other asset owners and allocators - 150+ institutions managing over $1.5tn in assets.
Can allocators automate DDQs and operational due diligence?
Yes. Allocators use AlternativeSoft to issue and review due diligence questionnaires with AI, run operational due diligence with structured workflows, and flag risks automatically across mandates.
Does it support ongoing manager monitoring?
Yes. AlternativeSoft supports periodic re-review, change detection and live risk views per manager, so allocators maintain continuous oversight after the initial allocation.
Does AlternativeSoft due diligence software keep an audit trail for governance?
Yes. Every questionnaire, document and review is timestamped and stored, giving allocators a defensible audit trail for investment committees, trustees and regulators.

Standardise Due Diligence Across Your Mandates

See how allocators and asset owners use AlternativeSoft to run investment and operational due diligence in one platform. Book a demo.

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Part of our guide to investment software for asset owners and allocators. Request a demo or download the brochure.
New: AlternativeSoft MCP in AlternativeSoft Cloud

Ask your AI assistant about any fund or manager: AlternativeSoft MCP for investment and operational due diligence

Due diligence is a conversation with the data: What has this fund done, how does it compare, what would it do under stress. AlternativeSoft MCP, now available with AlternativeSoft Cloud, lets that conversation happen inside Claude, ChatGPT, Microsoft 365 Copilot or any MCP-ready assistant. Ask in plain language, and the answer is computed on your own AlternativeSoft data and the 500,000+ funds in the database, not generated from the model’s memory, so every number in the due diligence file traces back to the platform.

“Give me the key risk statistics and peer rank for the managers on this month’s due diligence list.”

What comes back: Return, volatility, Sharpe, Sortino, maximum drawdown and peer quartile for each, with a short read-out of the outliers.

“Compare these three candidate funds on return, volatility and maximum drawdown and tell me which diversifies our portfolio most.”

What comes back: The side-by-side statistics plus the correlation to your existing portfolio, computed live on your holdings.

“Write a one-page summary of this fund’s performance and risk I can put in front of the investment committee.”

What comes back: Report-ready prose grounded in the real figures from the platform, with no invented numbers and nothing to copy and paste.

Read-onlyMCP never creates, edits or deletes anything in AlternativeSoft
Your dataEvery answer is computed on your own database, not from the model’s memory
Any assistantClaude, ChatGPT, Microsoft 365 Copilot, GitHub Copilot and any MCP-ready AI
Cloud or localServer-hosted MCP for web assistants, local MCP for desktop tools
See AlternativeSoft MCPRequest a demo with your own managers

Can I use AlternativeSoft MCP for operational due diligence?

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.

Is AlternativeSoft MCP included in the cloud offering?

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.

Book a DemoFree trial after the demo. Reply within one business day.