Complete Investment Due Diligence Platform

Investment Due Diligence Software for Institutional Investors

AlternativeSoft is the most complete investment due diligence software for institutional investors - combining quantitative fund analysis, peer group benchmarking, AI-powered DDQ completion and full ODD workflow management in one integrated platform. The entire investment due diligence process, from initial screening to governance documentation, in one system.

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Due diligence platform covers:Quantitative Fund AnalysisPeer BenchmarkingAI DDQ CompletionODD WorkflowCompliance FlaggingGovernance Documentation
Hedgeweek Best Risk Management Software
4 Consecutive Years - 2020 · 2021 · 2022 · 2023
150+
Institutional clients worldwide
$1.5tn+
AuM managed by our clients
500k+
Funds in our database
Trusted by
Aberdeen Asset Management•AllianceBernstein•BNP Paribas•Bessemer Trust•Raiffeisen Capital Management•Unigestion•Lyxor Asset Management•Kedge Capital•Lumyna Investments•Progressive Capital•Aberdeen Asset Management•AllianceBernstein•BNP Paribas•Bessemer Trust•Raiffeisen Capital Management•Unigestion•
The Problem & The Solution

The Complete Investment Due Diligence Challenge

Why Investment Due Diligence Is Harder Than It Should Be

Most institutional investors run their investment due diligence across 4–6 disconnected tools - creating inconsistency, duplicated effort and institutional knowledge fragmentation at every stage.

  • Quantitative analysis (fund screening, peer benchmarking, risk statistics) and operational due diligence (DDQ completion, document review, compliance flagging) live in completely separate systems with no data connection between them
  • DDQ completion is the single most time-intensive part of investment due diligence - 20–40 hours per manager - yet most platforms offer workflow coordination, not actual AI-powered completion
  • Investment committee presentations require manual compilation from multiple systems - fund analytics, peer benchmarking, ODD summary and risk statistics pulled together by analysts each time
  • Annual re-diligence across a large approved manager list is an enormous recurring burden that compounds as portfolios grow
  • Governance documentation for trustees, regulators and compliance review requires systematic, auditable records that fragmented multi-tool approaches cannot reliably produce
  • Peer benchmarking context - essential for investment due diligence conclusions - is often unavailable alongside the ODD documentation where decisions are actually made

The Complete Investment Due Diligence Platform

Quantitative analysis and operational due diligence in one connected system - from initial fund screening to IC presentation and governance documentation.

  • One integrated platform covering the complete investment due diligence workflow: fund screening, peer benchmarking, quantitative analysis, AI-powered DDQ completion, ODD workflow management and governance documentation
  • AI reads fund documents and completes DDQ responses automatically - reducing the most time-intensive part of investment due diligence by up to 90%
  • Quantitative peer benchmarking available alongside ODD documentation - investment conclusions informed by both analytical and operational context simultaneously
  • Automated IC presentation generation - fund analytics, peer benchmarking, ODD summary and risk statistics compiled automatically from live platform data
  • Systematic annual re-diligence with AI change detection - focusing analyst attention on what has changed, not requiring a full re-read of unchanged documentation
  • Complete governance audit trail - every step of the investment due diligence process documented, timestamped and structured for trustee board and regulatory review
Platform Capabilities

The Complete Investment Due Diligence Workflow - in One Platform

Every capability institutional investment due diligence demands - quantitative analysis, AI-powered ODD and governance documentation - fully integrated.

Fund Screening & Research

Screen 500,000+ funds across all strategies and geographies using 4,000+ criteria. Build systematic shortlists with full methodology documentation - reproducible and auditable at every step.

Peer Group Benchmarking

Benchmark any fund against strategy-relevant peers with instant quartile ranking across 4,000+ statistics. Custom peer groups, multi-period comparison and full distribution visualisation - the context investment due diligence requires.

Quantitative Risk Analysis

Sharpe ratio, Sortino ratio, Omega ratio, VaR, CVaR, drawdown analysis, factor regression and style analysis - calculated automatically with consistent institutional methodology across the full universe.

AI DDQ Completion

AI reads uploaded fund documents and generates DDQ responses automatically. ILPA, Albourne and custom formats - completed in minutes. Analysts review and approve rather than draft from scratch.

ODD Workflow Management

Centralised cloud ODD hub with full team collaboration, task assignment, approval workflows and compliance flagging. All DDQs, documents and due diligence notes in one searchable repository.

Compliance Flagging

AI automatically identifies regulatory gaps, non-standard terms and investment policy concerns in fund documents - flagged with document context and policy reference for efficient analyst review.

Automated IC Reporting

Investment committee presentations generated automatically from live platform data. Fund analytics, peer benchmarking, ODD summary and risk attribution - formatted professionally without manual compilation.

Annual Re-Diligence

Systematic re-diligence workflows across your full approved manager list. AI change detection identifies what has changed since the last review - automated scheduling ensures no managers fall outside their review cycle.

Governance Audit Trail

Complete, timestamped documentation of every step in the investment due diligence process - from initial screening through ODD completion to IC approval. Structured for trustee board and regulatory review at any time.

150+
Institutional Clients
Worldwide
$1.5tn+
AuM Managed by
Our Clients
500k+
Funds in Our
Database
20+
Years of Excellence
Since 2005
How It Works

The Complete Investment Due Diligence Workflow in AlternativeSoft

01

Screen & Analyse Quantitatively

Screen 500,000+ funds, build custom peer groups and run deep quantitative analysis. Risk statistics, factor analysis, drawdown profiling and peer benchmarking - all documented and reproducible for governance review.

02

Complete Due Diligence

Upload fund documents to the ODD hub. AI completes DDQ responses automatically. Compliance flagging highlights concerns. Team reviews, annotates and approves - full workflow with complete audit trail.

03

Present and Govern

IC presentations generated automatically from live data. Governance documentation always current. Annual re-diligence managed systematically. Full audit trail available for trustees and regulators at any time.

Who This Is For

Who Uses AlternativeSoft for Investment Due Diligence

Pension Fund Investment Teams

Run the complete investment due diligence process from one platform - systematic manager selection, AI-powered ODD and trustee governance documentation aligned with IORP II, FCA and ERISA requirements.

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Fund of Funds Managers

Manage the complete investment due diligence lifecycle for all underlying managers - initial screening, peer benchmarking, AI-powered DDQ completion, ongoing monitoring and annual re-diligence - in one integrated system.

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Family Offices

Access institutional-quality investment due diligence tools - quantitative analysis, AI DDQ completion and ODD workflow - at family office scale and economics, without a large dedicated in-house team.

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Client Testimonials

Trusted by 150+ Leading Institutions

“

AlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation, and relative analyses. An intuitive platform that is additive to our processes.

Aberdeen Asset Management
Head of Risk Management
★★★★★
“

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.

AllianceBernstein
Co-head, Risk Management & Portfolio Construction
★★★★★
“

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.

BNP Paribas
Hedge Fund Solutions
★★★★★
Best Risk Management Software
Hedgeweek - 4 Consecutive Years
Best Portfolio Analytics Platform
HFM European Awards
10+ Industry Awards
Recognised since 2005
ISO & GDPR Compliant
Enterprise-grade Security
FAQ

Frequently Asked Questions About Investment Due Diligence Software

Investment due diligence software is a platform used by institutional investors to systematically evaluate investment managers before allocation and on an ongoing basis. The best platforms cover the complete workflow: quantitative fund screening and peer benchmarking, operational due diligence (AI-powered DDQ completion, ODD workflow management, compliance flagging), and governance documentation - all integrated in one system.
Investment due diligence software covers the complete evaluation process - including both quantitative analysis (fund screening, peer benchmarking, risk statistics, factor analysis) and operational due diligence (DDQ completion, document review, compliance flagging). Operational due diligence software specifically addresses the operational infrastructure assessment component. AlternativeSoft provides both in one integrated platform.
AI transforms the most time-intensive part of investment due diligence - DDQ completion - by reading fund documents and generating questionnaire responses automatically, reducing completion time by up to 90%. AI also provides compliance flagging (automatically identifying concerns in fund documents), change detection for re-diligence (highlighting what has changed since the last review) and automated IC report generation from live analytics data.
Without AI-powered investment due diligence software, a single institutional DDQ completion typically takes 20–40 hours of analyst work. Annual re-diligence across a full approved manager list of 20–50 managers can consume thousands of analyst hours annually. AlternativeSoft reduces per-manager DDQ completion time by up to 90%, enabling small teams to maintain rigorous investment due diligence across large manager universes.
AlternativeSoft produces: complete audit trail of all investment due diligence activities (screening decisions, peer benchmarking results, ODD completion records, compliance flags and resolutions, approval workflows and IC presentation records). All documentation is timestamped, structured and available for trustee board presentation and regulatory review at any time - without manual compilation.
Yes. AlternativeSoft replaces Excel-based investment due diligence workflows - manual data downloads, spreadsheet-based peer comparison tables, document tracking in shared drives and IC presentations compiled manually from multiple sources - with one automated, integrated platform. Fund data feeds directly from Bloomberg, eVestment and other providers; peer benchmarking, quantitative analysis, DDQ completion and IC reporting all generated automatically.
Request a Demo

See AlternativeSoft
in Action

Join 150+ institutional investors who rely on AlternativeSoft to select and monitor funds. Book a personalised demo with our team today.

  • Live walkthrough of the full platform
  • Tailored to your asset class - hedge funds, mutual funds or private markets
  • Q&A with our investment analytics specialists
  • Free trial access available following the demo
  • Dedicated onboarding and implementation support
Hedgeweek Best Risk Management Software: voted by clients 4 years running
Data integrations include:
BloombergeVestmentMorningstarPreqinPitchbookHFR

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