Forty managers across five asset classes, a quarterly committee and an investment office of three. AlternativeSoft gives endowments and foundations the manager research, portfolio analytics, due diligence and committee reporting of a large institution, already built, so the team spends its time on decisions rather than spreadsheets.
Multi-Asset Look-Through
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The problem
Your endowment spans 5+ asset classes in disconnected spreadsheets
AlternativeSoft is an investment analytics platform built for endowments and foundations. Investment offices use it as their endowment investment software to select managers across hedge funds, private equity, private credit and public funds, construct and monitor diversified portfolios, run AI-assisted due diligence and produce investment committee reporting, so a team of two or three can run a process the board can sign off.
Managing a perpetual endowment means balancing long-term growth with near-term obligations - across increasingly complex alternative allocations.
Data scattered across Bloomberg, HFR, eVestment, Morningstar, Preqin and internal Excel files creates inconsistency, delays and operational risk.
Monitoring risk, evaluating manager performance and ensuring allocations align with long-term goals is time-consuming with legacy systems.
Manually generating board-ready reports and investment committee packs limits your team's ability to make timely, informed decisions.
Without advanced tools, understanding tail risk, drawdown scenarios and market volatility exposure can be difficult and imprecise.
Identifying best-in-class managers across hedge funds, private equity and real assets demands deep quantitative screening and peer benchmarking.
Measuring IRR, TVPI, DPI and RVPI while benchmarking private equity alongside liquid alternatives requires a single integrated system.
The endowment model is heavy on alternatives and light on staff. The tools most offices inherit were built for neither.
| The challenge | What usually happens | With AlternativeSoft |
|---|---|---|
| Manager research is limited by hours, not judgement | The team knows the managers it has met. The rest of the universe is a consultant's list or a conference conversation. | Screen 500,000+ hedge funds, private markets funds and public funds, build peer groups per sleeve of the endowment model and rank on the committee's own criteria. |
| Liquidity against the spending draw is estimated | Capital calls, redemption terms and the annual draw are reconciled in a spreadsheet nobody wants to inherit. | Liquidity terms tracked per holding, private markets cash flows forecast, and the liquidity ladder tested against the spending policy and stress scenarios. |
| Risk is explained to trustees after the event | The committee sees last quarter's drawdown in a manager letter and asks what the portfolio would do next time. | Stress scenarios, factor exposure and drawdown for the whole portfolio, presented in language a non-specialist trustee can act on. |
| Due diligence is an annual scramble | Forty DDQs, one analyst, documents in email, and no record of what was checked last year. | AI-assisted DDQ review, document extraction and compliance flags, with every file centralised and re-used at the next review. |
| The committee pack consumes the quarter | Performance, exposure and manager updates re-keyed into slides, late and inconsistent. | Quarterly committee papers, board summaries and performance reports generated from templates on live data, in the institution's branding. |
Built for: Endowment CIODirector of InvestmentsInvestment AnalystInvestment CommitteeFoundation TrusteeOCIO
AlternativeSoft delivers a complete investment operating system - purpose-built for institutional allocators managing alternatives.
Aggregate all your fund data - Bloomberg, HFR, Morningstar, Preqin, eVestment and internal Excel feeds - into one consistent database. Generate professional board-ready reports and fund fact sheets at the click of a button.
Measure portfolio risk, stress test scenarios, and model performance across hedge funds, mutual funds and private equity - all within a single integrated platform that uses the same financial models as 5 of the 10 largest hedge fund allocators in the world.
From manager research and due diligence to portfolio construction and automated reporting - all in one platform.
500,000+ funds from Bloomberg, Morningstar, HFR, Preqin and more in one database.
ExploreScreen with 4,000+ statistics to identify top-quartile managers.
ExploreBenchmark any fund against thousands of relevant peers instantly.
ExploreCalculate factor sensitivities and measure true manager alpha.
ExploreBuild optimised multi-manager portfolios with full risk budgeting.
ExploreTrack returns, trades, exposures and risk across your full portfolio.
ExploreCentralise QDD and ODD processes with collaborative workflows.
ExploreAutomated, white-labelled fact sheets and board-ready reports.
ExploreEndowments and foundations globally rely on AlternativeSoft to enhance portfolio performance and streamline decision-making.
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.
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.
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.
Explore case studies, brochures and applied research tailored to endowment investment challenges.
A $50bn+ endowment transformed its hedge fund management - integrating data, automating processes and accessing 500k+ funds in a single platform.
Read More
How endowments and foundations research managers, monitor portfolios and report to trustees with one platform, and everything needed to evaluate AlternativeSoft.
Download PDFThe hedge fund industry saw $37.1bn in net outflows in 2024 - a deeper analysis reveals unexpected patterns in capital movements that challenge conventional wisdom.
Read MoreA small investment team carries a portfolio that spans hedge funds, private equity and real assets. Each stage below covers all of it, rather than the liquid part only.
Identify best-in-class managers across hedge funds, private equity and real assets, benchmarked against peers on a long horizon.
Core to your processRun full operational and investment due diligence on every manager, with AI-completed DDQs and a permanent questionnaire history.
Core to your processBring GP statements, manager letters and custodian files into one consolidated view of the whole endowment.
Core to your processIC papers, committee packs and annual reports built from live portfolio data rather than assembled by hand.
Core to your processSee the four stages run against your own manager list on a 30 minute call.
Request a DemoEndowment teams are small and the portfolio is not. Enter the hours you spend on each stage today and see how much of it comes back.
Salary, employer costs and overhead. Hourly rate used: -
Enter a figure to see payback. We will confirm real pricing on the call.
Percentage of each activity absorbed by the platform. Defaults are deliberately conservative and every one of them is yours to change.
Based on of the hours you entered above coming back to the team.
This model prices reclaimed hours only. For a team of three or four, the more relevant question is usually what those hours get spent on instead, which is a better conversation to have live.
Endowment investment software is the platform an endowment or foundation's investment office uses to select managers, construct and monitor a diversified multi-asset portfolio, and report to the investment committee and board. Searches for "endowment management software" often return donor, gift and fund-accounting tools; those manage the gifts coming in. This page is about the software that manages the capital once it is invested.
The endowment model is heavy on alternatives and light on staff. A $500m foundation may hold forty managers across hedge funds, private equity, venture, real assets and public equity with an investment team of two or three. AlternativeSoft is built for that ratio: The fund universe, the analytics and the reporting are already in place, so a small team can run an institutional process without building a data function.
| Type | What it does | Where AlternativeSoft fits |
|---|---|---|
| Fund accounting and donor management | Gift processing, restricted funds, spending policy accounting, donor records. | Not a fit. AlternativeSoft manages the invested capital, not the gifts. |
| Investment analytics and manager research | Manager search, peer ranking, portfolio construction, risk, due diligence and committee reporting across hedge funds, private markets and public funds. | This is AlternativeSoft. Built for small investment offices running endowment-model portfolios. |
| Custody and performance measurement | Official book of record, settlement, historical performance on the ledger. | Complementary. AlternativeSoft imports positions and adds forward-looking analytics and manager research. |
| OCIO and consultant platforms | Outsourced manager research and portfolio management. | Alternative. Endowments use AlternativeSoft to run research in-house, to oversee an OCIO, or to challenge consultant recommendations. |
Join 150+ institutional investors - including leading endowments and foundations - who rely on AlternativeSoft to manage alternatives. Book a personalised demo with our team today.
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