Trusted by
Aberdeen Asset ManagementAllianceBernstein BNP ParibasBessemer Trust Raiffeisen Capital ManagementUnigestion Crossbow PartnersLyxor Asset Management Lumyna InvestmentsProgressive Capital Aberdeen Asset ManagementAllianceBernstein BNP ParibasBessemer Trust Raiffeisen Capital ManagementUnigestion
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 Automation — Investment Due Diligence Software

AI-Powered DDQ Automation

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

Compliance Confidence — Investment Due Diligence Software

Compliance Confidence

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

Centralised ODD Platform — Investment Due Diligence Software

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.

AI-Powered Questionnaire Completion — Investment Due Diligence Software
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
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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 — Investment Due Diligence Software
DDQ AI Completion Interface — Investment Due Diligence Software
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
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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
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AI Document Processing — Investment Due Diligence Software
Investment Due Diligence Command Centre Dashboard
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
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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
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All Due Diligence — One Secure Location
Peer Group Analysis Inside ODD Workflow
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
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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 Your Fund Profile with AI
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.

Platform Comparison

Investment Due Diligence Software Comparison

How AlternativeSoft investment due diligence software compares to specialist ODD tools on the features that matter most.

FeatureAlternativeSoftDiligenceVaultDassetiBackstopDynamo
AI-powered DDQ auto-completion
Cloud-hosted, zero installation
AI document extraction & investor summaryPartialPartial
Compliance flagging (AIFMD, SEC etc.)PartialPartial
Integrated fund analytics (500k+ funds)
Portfolio construction integration
Peer group & performance analytics
Centralised ODD document hub
Team collaboration & audit trail
White-label reportingPartialPartial
Module-based pricing
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.

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Family Offices

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

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Endowments & Foundations

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

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Fund of Funds

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

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Sovereign Wealth Funds

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

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Wealth Managers

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

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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 and Dasseti focus on ODD workflow management without the integrated quantitative analytics that institutional allocators need.

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.

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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