If your ODD files sit in shared drives and inboxes, questionnaires take weeks to chase, and annual re-diligence never quite happens, the gap is not effort, it is tooling. AlternativeSoft gives a small allocator team an institutional ODD programme: AI completes the DDQ, flags the terms that matter, and keeps every document and decision in one hub.
The four problems allocators tell us about most often, and what changes when ODD runs on one cloud platform.
“Our ODD files are in shared drives, inboxes and one analyst's laptop.”
When the committee or a regulator asks for the record on a manager, it is rebuilt from folders and memory, and something is always missing.
With AlternativeSoft: Every DDQ, fund document, note and decision lives in one secure hub, searchable by the whole team, with a full audit trail.
“One DDQ takes weeks of chasing and re-keying.”
The manager is slow, the answers arrive in a different format each time, and the analyst spends the week copying text into a template.
With AlternativeSoft: AI reads the fund documents and completes the operational DDQ in minutes, cutting questionnaire time by up to 90 percent per manager.
“Nobody has time to read 400 pages of fund documents for every manager.”
Gates, side letters, related-party disclosures and unusual fees are missed because the only way to find them is to read everything.
With AlternativeSoft: The compliance engine screens the documents against your own policy rules and flags the terms that need attention.
“Annual re-diligence is the plan, not the reality.”
With 40 or 80 managers and two people, the review cycle slips, and the first sign of a problem is the headline.
With AlternativeSoft: Re-diligence workflows schedule every manager, detect what changed since the last review, and show you who is overdue.
A 30 minute walkthrough on your asset classes. Five fields to book it. A 14 day free trial follows.
AI and cloud technology that scales your due diligence capacity.
AI reads fund documents and completes operational DDQs automatically across investment operations, technology, compliance, risk management and governance sections.
Centralised, searchable repository for all fund documents, DDQs, questionnaires, ODD reports and supporting notes. Accessible from anywhere by your entire team.
Automated screening of fund documents for regulatory issues, non-standard terms and compliance red flags - against your configurable investment policy rules.
Systematic annual re-diligence workflow with automated scheduling and change-detection. Ensure all managers are reviewed consistently and on schedule.
Multi-user access with role-based permissions. Assign ODD sections to team members, track completion and maintain approval workflows with full audit trail.
Combine ODD data with quantitative analytics - peer group analysis, risk statistics and portfolio monitoring - all within one AlternativeSoft platform.
Upload existing ODD files for current managers and create new entries for your due diligence pipeline. Initial setup takes hours not months.
Upload fund documents and AI completes DDQ responses automatically. Compliance flagging runs immediately. Documents stored in the centralised hub.
Systematic re-diligence workflows keep all manager ODD current. Governance audit trail and reporting ready at any time for board or regulatory review.
Maintain a rigorous, scalable ODD programme that meets fiduciary requirements without a large dedicated ODD team. AI delivers institutional quality at a fraction of the cost.
Learn moreBuild a systematic ODD programme for your alternatives allocation. AI and cloud tooling enables small teams to conduct thorough manager due diligence efficiently.
Learn moreManage ODD across a large manager universe systematically. AI scales questionnaire completion and compliance review without proportional headcount increases.
Learn moreAlternativeSoft 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.
Operational due diligence rarely happens inside one tool. The analyst has the DDQ open in one window, the manager’s risk statistics in another and a draft committee memo in a third. AlternativeSoft MCP, now available with AlternativeSoft Cloud, puts the quantitative side of that work inside the AI assistant you already use. Ask Claude, ChatGPT or Microsoft 365 Copilot a plain-language question and the answer is computed on your own AlternativeSoft data, not generated from memory, so the numbers in your ODD report are the numbers in the platform.
“Summarise the key risk statistics for the three managers on this week’s ODD list, ahead of the investment committee.”
What comes back: Return, volatility, Sharpe, Sortino, maximum drawdown and peer rank for each manager, with a short read-out of the outliers, ready to paste into the committee memo.
“Has this fund’s drawdown or volatility changed since we completed its operational due diligence last year?”
What comes back: The statistics for both periods side by side, so a monitoring review takes a minute instead of an afternoon of exports.
“Which managers in our approved list have a maximum drawdown worse than 15 percent over three years?”
What comes back: The screen run live on your approved-managers group, the matching funds listed, and the context to decide whether a refreshed ODD is due.
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 rely on AlternativeSoft to select and monitor funds. Book a personalised demo with our team today.
Five fields. We reply within one business day with times for a live walkthrough on your own managers. A 14 day free trial follows.