This walkthrough shows the complete AI due diligence questionnaire workflow in AlternativeSoft. Upload a questionnaire file - in any standard format - click Start Analysing, and the platform instantly extracts all questions and searches across your fund documents (factsheets, DDQs, private placement memorandums) for matching answers.
Every question is matched with an AI-verified answer and linked directly to the source document. Risk markers highlight the most important issues - such as past regulatory investigations or high investment team turnover - so your team can focus on what matters before making an investment decision.
Watch the demo video below for a complete live walkthrough from questionnaire upload to finalised risk review.
Who is this for?
Investment analysts, due diligence teams and portfolio managers at allocators who review multiple hedge fund managers and need to complete standardised questionnaires rapidly without losing analytical depth.
Watch our step-by-step walkthrough of this feature in the AlternativeSoft platform.
A completed questionnaire answers the qualitative questions. The quantitative ones, how the fund has actually performed, how it ranks against its peers and how it behaves in a drawdown, still need the analytics engine. AlternativeSoft MCP, now available with AlternativeSoft Cloud, lets you ask for those numbers from Claude, ChatGPT or Microsoft 365 Copilot in plain language while the DDQ is open. Every figure is computed on your own AlternativeSoft data, so the quantitative context sits beside the questionnaire answers without a single export.
“While I review this manager’s DDQ, give me its three-year return, volatility, Sharpe and maximum drawdown against its peer group.”
What comes back: The statistics and the peer rank, computed live, so the DDQ reviewer sees the quantitative picture next to the answers.
“Does the performance this manager describes in the questionnaire match the track record in our database?”
What comes back: The fund’s actual statistics for the period claimed, so the reviewer can check the narrative against the numbers.
“Write a two-paragraph summary of this fund’s risk profile I can attach to the completed DDQ for the committee.”
What comes back: Report-ready prose grounded in the real figures from the platform, with no invented numbers.
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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