Auto-generate investment committee papers, fund memos and quarterly board packs from your AlternativeSoft data. Branded templates. Full audit trail. IC-ready in minutes, not days.
Investment Committee Reporting
IC papers in minutes, not days
The problem
Every IC meeting needs branded papers, fund memos and quarterly packs. Days of analyst time, every time.
Pick a template
50+ pre-built · white-labelled to your firm
Pull live data
Performance · risk · peers · ODD · holdings
Generate & distribute
PDF · PowerPoint · email · audit trail
Every IC paper, fund memo and quarterly board pack — auto-generated with your branding, your structure, your data.
Over 50 pre-built templates for fund memos, allocation papers, manager reviews and quarterly board packs. Custom templates on request.
Your logo, colours, typography and section structure applied automatically. Every report looks like it came from your firm.
Every report versioned and timestamped. Data sources, peer groups and assumptions recorded so any IC paper can be reproduced.
Reports always reflect the latest data. Numbers in the IC paper match the numbers in the platform — no copy-paste errors.
Generate the same IC paper in English, French, German, Spanish or other languages. Base currency configurable per report.
Email reports to IC members, share via secure link or export to Word/PDF/PowerPoint. Permission controls for sensitive content.
From single-fund managers to multi-billion-dollar pension boards.
IC reporting software automates the production of investment committee papers, fund memos, quarterly board packs and other governance documents. It pulls data from your fund database, applies your firm's branded template and generates a fully-formatted PDF or PowerPoint document in minutes instead of days.
Yes. AlternativeSoft supports white-labelled templates — your logo, colours, typography and section structure are applied automatically. Over 50 pre-built templates are included; custom templates are available on request.
Performance, risk metrics, peer group rankings, factor exposures, holdings, drawdown analysis, scenario tests, ODD findings — anything in your AlternativeSoft database can be templated into an IC paper.
Yes. Every report is timestamped and versioned. The exact data sources, peer groups and assumptions used are recorded so the IC paper can be reproduced or audited later.
Manual IC paper preparation typically takes 1-3 days per fund. Auto-generated reports take 60 seconds, are always consistent, and pull live data — so the numbers in the IC paper match the numbers in the platform.
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