Trusted by
Aberdeen Asset Management●AllianceBernstein● BNP Paribas●Bessemer Trust● Raiffeisen Capital Management●Unigestion● Crossbow Partners●Lyxor Asset Management● Lumyna Investments●Progressive Capital● Aberdeen Asset Management●AllianceBernstein● BNP Paribas●Bessemer Trust● Raiffeisen Capital Management●Unigestion●
AI-Powered Investment Due Diligence Software

Investment Due Diligence Software Powered by AI

AlternativeSoft's investment due diligence software automates DDQ completion with AI - reducing manual effort by 90%. Complete fund questionnaires in minutes, flag compliance issues instantly and centralise all ODD documentation in one secure, cloud-hosted platform.

ODD workflows:DDQ AutomationDocument ProcessingCompliance FlaggingODD HubAI DDQPeer Group
90%
Time saved on DDQ completion
150+
Institutional clients worldwide
$1.5tn+
AuM managed by our clients
150+
Institutional Clients Worldwide
$1.5tn+
AuM Managed by Our Clients
500k+
Funds in Our Database
20+
Years of Excellence Since 2005
Investment Due Diligence Software

The Complete Investment Due Diligence Software for Allocators

Three powerful pillars that transform your entire investment due diligence process - from first contact to investment committee approval.

AI-Powered DDQ Automation

Investment due diligence software that completes questionnaires automatically from fund documents - reducing manual effort by 90%.

Compliance Confidence

Automatically flag potential compliance issues in questionnaire responses. Investment due diligence software ensuring regulatory adherence at every stage.

Centralised ODD Platform

Access all returns, documents, questionnaires and meeting notes in one secure hub. Investment due diligence software with full team collaboration and audit trail.

Due diligence questionnaire completed and reviewedA DDQ progress bar, five sections with drafted, review and flagged statuses, and the time saved.Due diligence · DDQ completionINVESTOR DDQ, 312 QUESTIONS298 of 312 drafted from documents✓Fund governance and ownershipDrafted✓Valuation policyDrafted✓Counterparty and prime brokerDrafted✓Cyber security controlsReview!Regulatory historyFlaggedMinutesInstead of six weeksEvery answerVersion-controlledFull auditTrail for the committee
AI DDQ Completion

AI Completes Your Investment Due Diligence Questionnaires in Minutes

AlternativeSoft's investment due diligence software reads fund documents and completes due diligence questionnaires automatically - what used to take weeks now takes minutes.

  • Instant DDQ completion: AI reads and answers allocator due diligence questionnaires using your fund documents and historical responses
  • 90% time savings: free your investment due diligence team to focus on analysis and decision-making, not manual form-filling
  • Smart & accurate: context-aware AI delivers tailored responses that match each question's intent and your firm's standards
  • Full control: review, edit and approve all responses before submission - maintain quality whilst accelerating workflows
  • Compliance-ready: AI-generated responses align with regulatory requirements from the start
See It in Action
Compliance & Actionable Insights

AI Compliance Dashboard - Critical Issues at a Glance

AlternativeSoft's investment due diligence software delivers real-time compliance scoring across every fund under review - red flags, pending reviews and compliant controls all visible instantly.

  • Real-time compliance scoring: Critical Issues, Pending Reviews and Compliant Areas at a single glance in your investment due diligence dashboard
  • One-click compliance scan: trigger a fresh AI compliance scan on any fund - results delivered in seconds
  • Colour-coded status: red, amber and green progress bars give instant visual compliance status across all dimensions
  • Audit trail: every compliance scan is timestamped and stored for governance and investment committee reporting
See It in Action

AI Compliance Dashboard

Atlantis Equity L/S Fund · scanned 4 min ago

Live
87
Score
Compliance Score

2 critical issues need review before IC approval

Critical Issues2 of 140 questions
2
Pending Review9 of 140 questions
9
Compliant129 of 140 questions
129
AML procedures - documentation incompleteSection 4.2
Risk disclosures - awaiting counsel reviewSection 7.1
Service providers verifiedSection 3.5

Investor DDQ - Atlantis Equity L/S

140 questions · AI-completed in 4 min

AI-Filled
Contents
  • 1Strategy
  • 2Operations
  • 3Risk Mgmt
  • 4Compliance
  • 5Performance
  • 6Service Providers

Section 4 · Compliance · Q42

Describe the fund’s anti-money-laundering procedures and KYC framework.
The fund operates under a formal AML/KYC policy aligned with FATF guidance and AIFMD Article 21. All investor onboarding is conducted by [Administrator], with enhanced due…
Auto-filled from PPM Reviewer attention
Questionnaire Interface

DDQ AI Completion - Every Question Answered, Flagged Per Issue

The investment due diligence software answers every DDQ question automatically from your fund documents. Reviewers focus only on the flags - red, amber and green per question.

  • AI-completed responses: every question answered automatically from your fund documents - response received and structured instantly
  • Per-question flag system: red, amber and green flags surface on every question so reviewers focus only on what needs attention
  • Table of contents navigation: jump instantly to any section of a large questionnaire via structured side-panel navigation
  • Export response: download completed questionnaire responses for the investment committee or counterparties
See It in Action
AI Document Processing

Investor Summary Dashboard & Extracted Investment Terms

From raw fund documents to actionable investor insights - automatically. AlternativeSoft's investment due diligence software extracts everything your team needs without manual review.

  • Investor summary: AI generates a structured strategy overview, investment terms, key strengths and considerations in seconds
  • Extracted investment terms: automatically pull minimum investment, fees, share classes, base currency and legal structure from the PPM
  • Strengths vs considerations: visual distinction between what makes a fund compelling and what warrants scrutiny - AI-powered, fully editable
  • Multi-document upload: DDQs, factsheets, PPMs, risk reports, annual financials, regulatory filings in one library
See It in Action

Investor Summary · Auto-Generated

Extracted from 4 fund documents

AI
Atlantis Equity L/S Fund, L.P.
Long / Short Equity · Global Developed
$1.4bn AuM

Investment Terms extracted from PPM

Min Investment
$5,000,000
Mgmt · Perf Fee
1.5% · 20%
Share Class
Class I · USD
Structure
Cayman LP

Strengths

  • 11-yr track record, 1.42 Sharpe
  • Top-quartile vs strategy peers

Considerations

  • Capacity at $2bn AuM
  • Single-PM concentration
DDQ Factsheet PPM Annual Report
Five-stage fund selection workflowFive numbered stages from screening to committee decision with the current fund's progress.Workflow · screen to ICFUND SELECTION WORKFLOW, SCREEN TO COMMITTEE1Screen500,000 funds2Quant review41 shortlisted3Investment DD12 in progress4Operational DD6 scheduled5IC decision2 approvedInvestment DD, Fund gammaPeer ranking, risk report and DDQ attached. IC memo draft generated.74% completeOne recordPer fund, every stageSharedAcross the teamAudit trailFor the committee
Command Centre

Your Investment Due Diligence Command Centre

See every fund under review, every task and every deadline in a single, customisable investment due diligence dashboard. Real-time visibility across your entire ODD programme.

  • Unified dashboard: every fund, task and deadline in a single customisable view tailored to your investment due diligence workflow
  • Real-time tracking: monitor progress, compliance flags and document collection as they happen
  • Customisable widgets: configure your investment due diligence dashboard to track what matters most to your investment committee
  • Smarter workflows: identify priorities, manage workloads and ensure nothing slips through the cracks
See It in Action
Centralised ODD Hub

All Your Investment Due Diligence - One Secure Location

AlternativeSoft's investment due diligence software centralises all returns, documents, questionnaires and meeting notes in one secure, cloud-hosted hub.

  • One central hub: access all returns, documents, questionnaires and meeting notes in a single secure investment due diligence platform
  • Seamless collaboration: facilitate efficient communication between your team and hedge fund managers
  • Enhanced efficiency: eliminate the chaos of scattered documents across multiple platforms
  • Comprehensive access: everything for thorough analysis and informed decision-making at your fingertips
See It in Action
Central document repository for fund due diligenceSix document folders with file counts and the search, versioning and fund-record links.Document hub · repositoryDOCUMENT HUB, EVERY FUND IN ONE PLACEDDQs148 filesAudited accounts96 filesPPMs73 filesMeeting notes412 filesFactsheets1,920 filesSide letters31 filesSearchableFull text, every fileVersionedAudit trail keptLinkedTo the fund recordDocuments land in the fund record and feed AI DDQ completion automatically
Fund ranked within its peer groupA fund ranked against five peers on Sharpe ratio with its rank, margin over the median and the statistics compared.Peer group analysis · rankingPEER GROUP: EQUITY LONG/SHORT, $500M TO $2BN1 Peer fund ASharpe 1.422 Peer fund B1.313 Your fund1.274 Peer fund C1.195 Peer fund D1.083rd of 12Peer rank+0.18Sharpe vs median4,000+Statistics compared
Integrated Analytics

Peer Group Analysis Built Into Your Investment Due Diligence Workflow

No context switching. Investment due diligence software with peer group benchmarking built directly into ODD - compare any fund under review against its strategy peers without leaving the platform.

  • In-context benchmarking: Sharpe, Sortino, drawdown, volatility vs peer group - inside your investment due diligence workflow
  • Quantitative context for qualitative decisions: pair ODD questionnaire responses with hard data on the fund's competitive risk/return profile
  • 500,000+ benchmark funds: full database of hedge funds, mutual funds and private equity as the peer universe for any strategy
  • Visualised rankings: see instantly where the fund sits in its peer quartile across all key performance and risk statistics
See It in Action
Fund Profile Creation

Build Your Fund Profile - AI Extracts Everything

Holdings, return time series and exposures - extracted and structured automatically. AlternativeSoft's investment due diligence software builds a complete fund profile from your documents.

  • Fill in with AI (recommended): AI automatically populates all answers based on your fund documents - the fastest way to create a complete fund profile
  • Holdings extraction: current and historical holdings extracted directly from documents - no manual entry required
  • Return time series: performance history automatically extracted and formatted - enabling instant peer benchmarking from day one
  • Exposures analysis: geographic, sector and strategy exposures identified from documents and structured for portfolio look-through analysis
See It in Action

Build Fund Profile

Atlantis Equity L/S Fund, L.P.

Step 1 / 3
AI
Recommended
Fill in with AI
AI populates all answers from your uploaded documents

Top Holdings

  • AAPLApple Inc.8.2%
  • MSFTMicrosoft6.1%
  • NVDANVIDIA5.4%
  • GOOGLAlphabet4.7%

Returns (12m)

JanAprJulOctDec

Exposures

N. America
62%
Europe
24%
Asia
11%
Cash
3%
How It Works

How AI-Powered Investment Due Diligence Software Works

Three steps from fund document upload to completed investment due diligence - all within the platform.

01

Upload Fund Documents

Upload PPMs, factsheets, DDQs, regulatory filings and fund prospectuses. The investment due diligence software ingests all document types and extracts structured data automatically - no manual tagging required.

02

AI Processes & Completes

The investment due diligence software AI reads every document and auto-populates your due diligence questionnaire, flags compliance concerns and generates an investor summary - in minutes, not weeks. 90% time saving vs manual processes.

03

Review, Approve & Store

Your investment due diligence team reviews, edits and approves the completed DDQ. All documentation is stored securely in the centralised ODD hub with full audit trail for regulatory compliance and investment committee reporting.

Who Benefits

Investment Due Diligence Software for Every Allocator

Purpose-built investment due diligence software for institutional investors across every asset class and mandate.

Pension Funds

Conduct systematic investment due diligence on alternative managers with AI-powered DDQ completion, compliance checks and full documentation storage.

Learn more

Family Offices

Streamline investment due diligence across hedge funds, private equity and real assets with a centralised ODD hub and AI document processing.

Learn more

Endowments & Foundations

Investment due diligence software with compliance flagging, audit trails and quantitative analytics integration for endowment allocators.

Learn more

Fund of Funds

Run investment due diligence at scale across your entire manager universe - from initial screening to ongoing monitoring - within one platform.

Learn more

Sovereign Wealth Funds

Enterprise investment due diligence software with team collaboration, multi-user workflow and regulatory-grade audit trail for large-scale allocators.

Learn more

Wealth Managers

Conduct thorough investment due diligence on third-party managers with AI automation that reduces time from weeks to minutes without sacrificing rigour.

Learn more
Client Testimonials

Trusted by 150+ Leading Institutions

"

The AlternativeSoft platform is an intuitive application that is additive to our portfolio construction and risk monitoring processes. The support team has been very helpful in supporting our implementation and on-going use of the software.

Aberdeen Asset Management
Aberdeen Asset Management
Head of Risk Management
★★★★★
"

AlternativeSoft is 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 to our team.

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

From statistical analysis on a single hedge fund, screening the investment universe and peer group analysis, to portfolio construction, risk analysis and stress testing - one of the most effective and intuitive tools I have handled.

BNP Paribas
BNP Paribas
Hedge Fund Solutions
★★★★★
Aberdeen Asset ManagementBNP ParibasAllianceBernsteinBessemer TrustRaiffeisen Capital ManagementUnigestionKedge CapitalLyxor Asset ManagementLumyna InvestmentsProgressive CapitalCrossbow Partners
Award-Winning Platform

Hedgeweek Best Risk Management Software - 4 Consecutive Years

2023
Hedgeweek Award
2022
Hedgeweek Award
2021
Hedgeweek Award
2020
Hedgeweek Award
2019
Hedgeweek Award
Frequently Asked Questions

Investment Due Diligence Software - Common Questions

Investment due diligence software is a platform that helps institutional investors conduct systematic analysis of investment managers - covering DDQ completion, fund document review, compliance checking and risk assessment. AlternativeSoft's investment due diligence software uses AI to automate this process, completing questionnaires in minutes rather than weeks and centralising all ODD documentation in one secure cloud platform.

AlternativeSoft's AI reads uploaded fund documents (PPMs, factsheets, DDQs, regulatory filings) and automatically generates responses to due diligence questionnaire questions, extracts investor terms, identifies key strengths and flags compliance issues - reducing manual investment due diligence effort by up to 90%.

Yes. AlternativeSoft's investment due diligence software is fully cloud-hosted with zero installation required. Access securely from any browser, with full team collaboration across your organisation and a complete audit trail of all due diligence activities for regulatory compliance.

AlternativeSoft's investment due diligence software integrates directly with the full analytics suite - fund screening across 500k+ funds, peer group analysis, risk management and portfolio construction - so you combine qualitative ODD with quantitative analysis within one platform without switching tools.

AlternativeSoft investment due diligence software offers AI-powered DDQ completion, document processing and compliance flagging alongside a full alternative investment analytics platform including 500k+ fund databases, portfolio construction and risk management. DiligenceVault, Dasseti and CENTRL focus on ODD workflow and reporting without the integrated quantitative analytics - fund screening, peer group analysis and portfolio construction - that institutional allocators need in one platform.

The investment due diligence software automatically flags regulatory gaps covering AIFMD, SEC filings, key person risk, valuation policy, liquidity terms and other compliance concerns - customisable to your institution's specific requirements and investment policy statement.

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

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 Demo

See AlternativeSoft Investment Due Diligence Software in Action

Get a personalised walkthrough tailored to your fund universe, workflow and institutional requirements.

  • Live walkthrough of AI DDQ completion and compliance flagging
  • Tailored to your due diligence workflow and fund universe
  • Q&A with our investment due diligence specialists
  • Free trial access available following the demo
  • Dedicated onboarding and implementation support
Trusted by 150+ institutions managing $1.5tn+ in assets since 2005
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