Automate DDQ completion, centralise your ODD workflow and maintain a full governance audit trail - all within the same platform you use for fund screening, peer analytics and portfolio construction.
AlternativeSoft combines AI-powered document processing with structured ODD workflow management and governance documentation - covering every stage of the institutional due diligence lifecycle.
Upload offering memoranda, audited accounts and prior DDQs. AlternativeSoft's AI reads these documents and automatically populates questionnaire responses, reducing completion time by up to 90%.
Centralise every stage of operational due diligence - document collection, analyst review, sign-off workflows and status tracking - across your entire manager universe in one hub.
Automated screening flags regulatory red flags, AML/KYC concerns and governance anomalies during the due diligence process, surfacing issues before they become problems.
Store all due diligence documents, correspondence, questionnaires and notes in a fully searchable, structured repository with version control and complete audit trails.
Generate IC packs, trustee reports and regulatory documentation automatically from your due diligence data - meeting the governance requirements of pension funds and regulated institutions.
Due diligence sits within the same platform as fund screening, peer benchmarking, factor analysis and portfolio construction - no context-switching between separate tools.
AlternativeSoft guides institutional teams through every stage of the due diligence lifecycle.
Upload OMs, DDQs, audited financials and regulatory filings directly to the platform.
AlternativeSoft's AI reads documents and auto-completes questionnaire fields with citations.
Analysts review AI-generated responses; automated flags surface compliance and governance issues.
Produce board-ready IC packs, governance reports and audit trails automatically from the platform.
AI reads and responds to questionnaires automatically, freeing analyst time for higher-value judgement tasks.
Every document, response and approval is logged with timestamps - meeting the requirements of pension trustees and regulated fiduciaries.
Due diligence connects directly to fund analytics, peer benchmarking and portfolio tools - the full workflow in one platform.
Recognised as Best Risk Management Software four consecutive years. Trusted by 150+ institutions managing over $1.5tn.
Generate IC packs, trustee reports and regulatory filings automatically. Maintain the audit trail and governance documentation that pension fund fiduciaries and their investment consultants require.
Apply a standardised due diligence process across your entire alternative investment programme. AI automation ensures consistency across managers while reducing the burden on lean internal teams.
Access the due diligence workflow of a large institutional investor - AI completion, compliance screening, governance documentation - without the operational overhead of a larger team.
Manage due diligence across dozens of underlying managers simultaneously. Centralised document storage, automated questionnaire processing and status tracking keep the programme manageable at scale.
Standardise the due diligence process across client mandates. AI-powered DDQ completion accelerates turnaround times and consistent workflows make outputs comparable across managers.
ISO and GDPR compliant infrastructure. All documents, communications and governance records are stored securely with full access controls and enterprise-grade audit capabilities.
AlternativeSoft 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.
Hedge fund due diligence runs on two tracks: the operational review of the manager, and the quantitative review of the fund. AlternativeSoft MCP, now available with AlternativeSoft Cloud, brings the second track into the AI assistant your analysts already use. Ask Claude, ChatGPT or Microsoft 365 Copilot for a peer ranking, a stress test or a factor breakdown in plain language and the answer is computed on your own AlternativeSoft data and the 30,000+ hedge funds in the database, not generated from memory.
“Rank this hedge fund against its equity long/short peers on Sharpe, Sortino and maximum drawdown over three years.”
What comes back: The peer group built the way an allocator builds it, the fund’s quartile on each statistic and a short read-out of where it stands out.
“How would this fund have performed in 2008, March 2020 and a 200 basis point rate shock?”
What comes back: The stress test results computed live, with the worst scenario flagged, so the due diligence file carries real scenario analysis.
“How much of this manager’s return is explained by equity beta, credit and momentum, and how much is alpha?”
What comes back: The factor exposures, the R-squared and the residual alpha, so the quantitative due diligence question of skill versus market exposure is answered in a sentence.
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.
Join 150+ institutional investors who use AlternativeSoft for fund screening, due diligence, portfolio construction and automated reporting - all in one platform.