Connect with 150+ Institutional Allocators
Used by 5 of the world’s 10 largest hedge fund selectors

Software for
Asset Managers

The allocator has already ranked your fund, stress-tested it and measured its impact on their portfolio before the first meeting. AlternativeSoft gives asset managers the same platform, so the pitch matches the analysis, the DDQ is answered in minutes and investor reporting runs itself.

See what allocators see, analyse and think as they doThe nine stages an institution runs before it commits, and where you sit in each one
Home / Who We Serve /Asset Managers & Hedge Funds

Get Discovered. Win Mandates.

The growth platform for fund managers

Snapshot
!

The problem

Allocators don’t know you exist. DDQs eat 6+ weeks of your analyst’s time. Investor reports take days to assemble.

Listed on the Allocator Marketplace

Live

Your Fund, L.P.
Equity L/S · Global
1.42Sharpe
PF
EN
FO
FF
+
247 allocator views this quarter - pension funds, endowments, family offices & fund of funds
!
3 DDQ requests pending from institutional prospects

AI-Powered DDQ Completion

90% time saved

92%
129 of 140 questions answered Elapsed: 4 min
✓Investment strategy & processAuto-filled
✓Risk management frameworkAuto-filled
✓Operations & service providersAuto-filled
✓Performance & track recordAuto-filled

Branded Investor Reports

1-click generate

Q3 2025
Monthly Fact Sheet
+14.2%
YTD Return
1.42
Sharpe
$340m
AuM
Confidential · For Qualified InvestorsPowered by AlternativeSoft
150+
Allocators Reached
90%
DDQ Time Saved
1-click
Fact Sheets
List your fund on the marketplaceGet in front of 150+ institutional allocators
→
In short

AlternativeSoft is an investor-facing analytics and reporting platform built for asset managers raising institutional capital. Hedge fund, mutual fund and private markets managers use it to see their fund exactly as the 150+ allocators on the platform see it, rank against the true peer group, answer investor DDQs in minutes with AI, generate white-labelled investor reports and fact sheets automatically, and list on the marketplace allocators screen every day.

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● Lyxor Asset Management●Kedge Capital●
150+
Institutional Clients
Worldwide
$1.5tn+
AuM Managed by
Our Clients
500k+
Funds in Our
Database
20+
Years of Excellence
Since 2005

See what allocators see, analyse and think as they do

Around 150 institutions run their manager selection on AlternativeSoft, among them five of the world’s ten largest hedge fund selectors. This is the sequence they work through before capital moves, and the same platform lets you stand on their side of it.

01

The screen

Do you make the list at all?

What the allocator sees

What you can do with the same view

Stage 1 of 9. Every stage above runs on one platform, with your fund on the analyst’s side of the screen.

The challenge and how we resolve it

Five problems every distribution and investor relations team recognises

Managers run capital raising across a CRM, a spreadsheet, a DDQ tool and a designer. The allocator runs one platform. Here is how to close that gap.

The challengeWhat usually happensWith AlternativeSoft
You do not know how the allocator ranks youThe pitch compares the fund with a broad index. The allocator compares it with a custom peer group of twelve managers and a weighted score.See your fund's rank in the peer group allocators actually use, its factor exposure and the portfolio impact of an allocation, before the meeting.
Getting in front of allocators is a numbers gameConferences, cap intro and cold outreach, with no way to know who is actively searching your strategy.A marketplace listing screened by 150+ institutional allocators, with your track record presented in the analytics they already trust.
DDQs take weeks and every one starts from scratchThe IR team re-answers the same 300 questions from last year's Word document, then chases compliance for sign-off.AI drafts answers from your own approved document library and previous responses; reviewed, version-controlled and re-used.
Investor reporting is a monthly productionFact sheets, letters and bespoke client reports built by hand, late, and different in every client's format.White-labelled fact sheets, letters and bespoke reports from templates, plus interactive FluidView reports shared by URL.
The hard questions arrive after the meetingOut-of-sample performance, pre-launch behaviour and what-if allocations are followed up by email days later.Out-of-sample stress tests, pre-launch periods modelled from factor exposures and live what-if allocations, answered on screen in the meeting.

Built for: Head of DistributionInvestor RelationsPortfolio ManagerHead of MarketingCOOHedge Fund ManagerUCITS ManagerPrivate Markets GP

Why Asset Managers Choose AlternativeSoft

Grow AuM, Win Mandates & Streamline Investor Relations

Purpose-built tools for fund managers seeking institutional capital and operational efficiency.

Hedge Fund Marketplace

List your fund on AlternativeSoft's institutional marketplace and get discovered by 150+ allocators - pension funds, endowments, family offices and fund of funds.

AI-Powered DDQ Completion

Respond to investor DDQs in minutes with AI automation. Upload your fund documents once - AI completes all questionnaires automatically with 90% time savings.

Professional Fund Reporting

Generate branded, client-ready fact sheets and investor reports at the click of a button - fully automated with white-labelled templates.

Capital Raising & Investor Discovery

Get in Front of 150+ Institutional Allocators

AlternativeSoft's Hedge Fund Marketplace connects fund managers directly with institutional allocators who are actively searching for new investment opportunities.

  • List your fund on a platform used by 150+ institutions
  • Get discovered by pension funds, endowments and family offices
  • Showcase performance, strategy and team credentials
  • Direct introductions to allocators matching your strategy
  • Promote your fund to global institutional investors
Explore Marketplace
Investor Due Diligence Response

Complete Investor DDQs in Minutes - Not Weeks

Institutional investors increasingly require comprehensive due diligence questionnaires. AlternativeSoft's AI-powered ODD platform lets you respond to any DDQ in minutes - not weeks - using your existing fund documents.

  • AI reads your fund documents and completes DDQs automatically
  • 90% time saving vs manual questionnaire completion
  • Compliance-ready responses aligned to regulatory requirements
  • Review, edit and approve all AI responses before submission
  • Centralise all investor questionnaire responses in one platform
Explore Cloud ODD
Fund Reporting & Fact Sheets

Professional Investor Reports - Generated Automatically

Produce institutional-quality fund fact sheets, investor reports and client presentations at the click of a button. Fully white-labelled, fully automated - always up to date.

  • Customisable fund fact sheets - your branding, your data
  • Automated monthly/quarterly investor reporting
  • White-labelled branded templates
  • Power BI and Excel API for deeper investor reporting
  • PDF and Excel output formats for any audience
Explore Reporting
Testimonials

Trusted by Leading Institutions

"

AlternativeSoft streamlines many useful performance-based analytics - one of the easiest softwares for portfolio what-if and customised fund fact sheets I have ever handled.

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

AlternativeSoft is a practical and user-friendly tool as part of our portfolio construction and risk management process. Their support provides added value.

AllianceBernstein
Risk Management & Portfolio Construction
★★★★★
"

From statistical analysis to peer group analysis and stress testing - AlternativeSoft is one of the most effective and intuitive tools I have handled.

BNP Paribas Capital Partners
Hedge Fund Solutions
★★★★★
Where You Sit in the Process

Two Stages You Own. Two That Belong to the Allocator.

This is the platform your prospective investors run their process on. Knowing which parts touch you, and which do not, is the fastest way to see where it earns its place in your business.

01Analytics & Research

See the peer group allocators screen you against, and exactly where you rank on the ratios they filter by, from the same database they use.

Peer group only
02Due Diligence

Answer investor DDQs in minutes with AI that reads your existing fund documents, instead of rebuilding every response by hand.

You respond, they run it
03Data Extraction & Aggregation

Allocators use this to consolidate their own book across managers. Nothing here for you to run.

Allocator-side stage
04AI Reporting

AI factsheets, investor reports and pitch books generated from your own numbers and branded to your fund, on whatever cycle you report.

Core to your process

See where your fund ranks in its peer group on a 30 minute call.

Request a Demo
Build the Business Case

What Is Investor Reporting Costing Your Fund?

Enter the hours your team spends on each activity today. The figure on the right is time returned to the investment and IR teams, priced at your own cost base.

Your team today
Stage 01Peer benchmarking and positioning analysis hrs / mo
Stage 02Responding to investor DDQs and RFPs hrs / mo
Stage 03Compiling and checking data for investor documents hrs / mo
Stage 04Producing factsheets, investor reports and pitch books hrs / mo

Salary, employer costs and overhead. Hourly rate used: -

Enter a figure to see payback. We will confirm real pricing on the call.

Adjust the time-reduction assumptions
Peer benchmarking
DDQ responses
Data compilation
Factsheets & pitch books

Percentage of each activity absorbed by the platform. Defaults are deliberately conservative and every one of them is yours to change.

Annual value of time reclaimed
-

Based on 0% of the hours you entered above coming back to the team.

0Hours reclaimed per year
0Full-time equivalents
Where the time comes back
Peer benchmarking0 hrs
DDQ responses0 hrs
Data compilation0 hrs
Factsheets & pitch books0 hrs
Pressure-test these numbers with us

This model prices reclaimed hours only. It puts no value on the outcome managers actually care about, which is answering a DDQ in days rather than weeks while the allocator is still deciding.

Fund manager software explained

What software do asset managers and hedge funds use to raise capital and serve investors?

Software for asset managers and hedge funds on the investor-facing side covers four jobs: Getting in front of allocators, presenting the fund the way allocators analyse it, answering their due diligence questionnaires, and reporting to them once they invest. Most managers run those four jobs across a CRM, a spreadsheet, a DDQ response tool and a designer, and the result is a pitch that looks different from the analysis the allocator runs at their desk.

AlternativeSoft closes that gap. The same platform that 150+ institutional allocators use to screen, rank and stress-test funds is available to the managers being screened, so a hedge fund, mutual fund or private markets manager can see its own peer rank, factor exposure and portfolio impact before the meeting, answer the DDQ with AI from its own document library, and send the allocator a report built on the analytics the allocator already trusts.

The four types of investor-facing software for fund managers

TypeWhat it doesWhere AlternativeSoft fits
Investor CRM and fundraising pipelineContact management, meeting notes, fundraising stage tracking.Not a fit. AlternativeSoft provides the analysis and the marketplace listing, not the CRM.
Allocator-view analytics, DDQ automation and investor reportingPeer rank, factor and risk analysis as allocators run it, AI DDQ completion, white-labelled fact sheets and reports, marketplace distribution.This is AlternativeSoft. Built for investor relations, distribution and portfolio managers who pitch to institutions.
Fund administration and investor portalsNAV, capital accounts, statements, investor document delivery.Complementary. AlternativeSoft generates the analytical reports the portal distributes.
Standalone DDQ and RFP response toolsQuestion libraries and response workflow.Overlap. AlternativeSoft's AI DDQ completion covers this and connects it to the allocator's own diligence platform.

How asset managers and hedge funds use AlternativeSoft

  • See what allocators see. Rank your fund in the peer group allocators actually use, read your factor exposure and show the portfolio impact of an allocation live in the meeting.
  • Get in front of allocators. List on the hedge fund marketplace screened by 150+ institutional allocators, with your track record presented in the analytics they trust.
  • Answer DDQs in minutes. AI completes investor DDQs and RFPs from your own document library, with answers reviewed and version-controlled for the next request.
  • Automate investor reporting. White-labelled fact sheets, monthly letters and bespoke client reports generated from templates, plus interactive FluidView reports shared by URL.
  • Prepare for the hard questions. Out-of-sample stress tests, pre-launch periods modelled from factor exposures and custom peer comparisons, ready before the allocator asks.

Related pages for asset managers and hedge funds

FAQ

Software for asset managers and hedge funds: Common questions

What software do hedge funds use for investor relations and capital raising?
Managers typically run a CRM for the pipeline, a DDQ tool for questionnaires and a design process for reports. AlternativeSoft replaces the analytical and reporting parts with the platform allocators themselves use: Peer rank and risk as allocators see it, AI DDQ completion, automated investor reports and a marketplace in front of 150+ allocators.
How does AlternativeSoft get a hedge fund in front of institutional allocators?
The hedge fund marketplace is screened by the 150+ institutional allocators on the platform. A listed fund appears in their searches with its track record presented in the analytics they trust, and allocators can request an introduction directly.
What does "see your fund as allocators see it" mean?
Allocators rank a fund in a custom peer group, read its factor exposure, run out-of-sample stress tests and measure the impact on their own portfolio. AlternativeSoft shows the manager those same outputs, so the pitch matches the analysis the allocator will run.
How does the AI DDQ completion work?
Investor DDQs and RFPs are uploaded, and the AI drafts answers from the manager's own approved document library and previous responses. Answers are reviewed, version-controlled and re-used, so a questionnaire that took weeks takes minutes.
Can it generate white-labelled fact sheets and investor reports?
Yes. Monthly fact sheets, investor letters and bespoke client reports are generated from templates in the manager's own branding, and interactive FluidView reports can be shared by URL instead of as static PDFs.
Is it suitable for mutual fund and private markets managers as well as hedge funds?
Yes. The database covers hedge funds, mutual funds, ETFs and private markets funds, so a UCITS manager or a private equity GP can use the same allocator-view analytics, DDQ automation and reporting.
Does it help with consultant databases and RFPs?
Yes. The same analytics feed consultant database updates and RFP responses, and the AI completion handles the questionnaire sections, so distribution teams answer faster and consistently.
Can a manager run the allocator's optimisation with its own fund included?
Yes. Managers run a constrained optimisation (mean-variance, risk parity or Black-Litterman) with their fund in the candidate set, see the weight the maths supports and identify which constraints produce a zero allocation before pitching.
Does it integrate with AI assistants?
Yes. AlternativeSoft MCP lets Claude, ChatGPT and Microsoft 365 Copilot run peer group analysis, fund statistics and report generation on the manager's own data in plain language.
How much does software for asset managers and hedge funds cost?
AlternativeSoft is licensed annually by users and modules. A marketplace listing, DDQ automation and investor reporting can be licensed separately or together, with pricing provided after a demonstration.
Request a Demo

See AlternativeSoft
in Action

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  • Live walkthrough of the full platform
  • Tailored to your asset class and investment mandate
  • Q&A with our investment analytics specialists
  • Free trial access following the demo
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