AI-Powered Due Diligence Platform

Due Diligence, Automated.
Complete DDQs in
Minutes, Not Weeks

Transform your hedge fund due diligence with AI-powered automation. Streamline workflows, ensure compliance, and make confident investment decisions faster.

Get Your Free Trial Download Brochure
Home / Due Diligence
Trusted by
Aberdeen Asset Management●AllianceBernstein●BNP Paribas●Crossbow Partners●Raiffeisen Capital●Unigestion●Novartis●Wilshire●Tavistock Wealth●Progressive Capital●Aberdeen Asset Management●AllianceBernstein●BNP Paribas●Crossbow Partners●Raiffeisen Capital●Unigestion●Novartis●Wilshire●Tavistock Wealth●Progressive Capital●
The Complete Platform

The Complete Due Diligence Platform for Allocators Investing in Hedge Funds

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

AI-Powered Automation

AI-Powered Automation

Complete DDQs and RFPs instantly with AI trained on your fund documents and past responses. Reduce manual effort by 90%.

Compliance Confidence

Compliance Confidence

Automatically flag potential compliance issues in questionnaire responses. Ensure regulatory adherence at every stage.

Centralised Platform

Centralised Platform

Access all returns, documents, questionnaires, and meeting notes in one secure hub. Save 90% of your analysts' time and enhance collaboration.

90%
Time Saved
on DDQ Completion
150+
Institutional Clients
Worldwide
4x
Best Risk Management
Software Award
20+
Years of Institutional
Excellence
Allocator DDQ AI filling
AI completed 184 / 2004 min · 90% faster
Section 1 of 10

AI-Powered Questionnaire Completion

Transform weeks of work into minutes
  • Instant DDQ Completion: AI reads and completes allocator due diligence questionnaires automatically using your fund documents and historical responses.
  • 90% Time Savings: What used to take weeks now takes minutes. Free your team to focus on analysis and decision-making.
  • Smart & Accurate: Context-aware AI delivers tailored responses that match each question's intent and your firm's standards.
  • Create Questionnaire from PDF: Convert any PDF questionnaire into an interactive HTML form using AI — ready to complete and share in seconds.
  • Compliance-Ready: AI-generated responses align with regulatory requirements and internal policies from the start.
Download Brochure Get Free Trial
Compliance Check Scanning
40 checks2 flagged · 38 passed
Fee structure disclosurePass
AUM & liquidity termsPass
Conflicts of interestReview
Regulatory registrationsPass
Side-letter termsFlag
Section 2 of 10

Streamline Compliance with Precision

  • Automated Compliance Flags: Instantly identify potential regulatory issues in questionnaire responses before they become problems.
  • Risk Mitigation: Advanced compliance features minimise the risk of breaches and regulatory violations.
  • Proactive Issue Detection: Spot potential compliance problems early in the due diligence process.
  • Seamless Alignment: Ensure responses align with both internal policies and regulatory requirements automatically.
Download Brochure Get Free Trial
Command Centre Dashboard
Section 3 of 10

Your Command Centre for Due Diligence

Instant clarity and control in one powerful view
  • Unified Dashboard: See every fund, task, and deadline in a single, customisable view.
  • Real-Time Tracking: Monitor progress, compliance flags, and document collection as they happen.
  • Customisable Insights: Configure widgets to track what matters most to your investment committee.
  • Smarter Workflows: Identify priorities, manage workloads, and ensure nothing slips through the cracks.
Get Free Trial
Returns
Documents
Questionnaires
Meeting Notes
Managers
Secure Hub
Section 4 of 10

All Your Due Diligence. One Secure Location.

  • One Central Hub: Access all returns, documents, questionnaires, and meeting notes in a single secure platform.
  • Seamless Collaboration: Facilitate efficient communication between your team and hedge fund managers.
  • Enhanced Efficiency: Streamline workflows and eliminate the chaos of scattered documents across multiple platforms.
  • Comprehensive Access: Everything you need for thorough analysis and informed decision-making at your fingertips.
Get Free Trial
Task Automation Scheduled
Mon2
Tue3
Wed4
Thu5
Fri6
Sat7
Sun8
Returns request → MeridianDue Mon
Monthly
Review DDQ responsesDue Wed
Weekly
Manager follow-up callDue Fri
Quarterly
Reminder sent
Section 5 of 10

Automate Recurring Tasks

Never miss a critical deadline again
  • Automated Reminders: Set reminders for fund managers to submit returns and questionnaire updates.
  • Internal Review Alerts: Schedule automated notifications for your analysts to review questionnaires.
  • Deadline Management: Intelligent scheduling ensures consistent processes and reduces missed deadlines.
  • Workflow Efficiency: Maximise operational efficiency and free your team to focus on analysis.
Get Free Trial
Meeting Notes Synced
Manager Call — Q2
Action Items
Request audited financials
Confirm liquidity terms
Flag fee discrepancy
Section 6 of 10

Curate Meeting Notes and Documents

  • Centralised Records: Store all meeting notes and records with hedge fund managers in one secure location.
  • Secure Document Storage: Access PDF documents and take comprehensive notes within the platform.
  • Built-In Annotation: Mark up documents and track discussion points, action items, and follow-ups efficiently.
  • Comprehensive Analysis: Easy access to meeting history enables thorough due diligence analysis.
Get Free Trial
Questionnaire Library Standardised
Operational DDQ
86 questions
ESG Diligence
42 questions
Risk Profile
38 questions
Compliance
34 questions
Data collected200 questions · 90% time saved
Section 7 of 10

Due Diligence Questionnaires

  • Streamlined Assessments: Simplify your due diligence process with proven, standardised questionnaires.
  • Comprehensive Data Collection: Gather consistent, detailed information from fund managers efficiently.
  • Time Savings: Save 90% of your analysts' time.
Get Free Trial
Process Builder Customisable
Ownership & Structure4 checks
Operations7 checks
Financials5 checks
Processes6 checks
Management3 checks
Section 8 of 10

Customisable Process Flows

  • Tailored Workflows: Customise your due diligence checklist to match your specific requirements and investment process.
  • Comprehensive Coverage: Address ownership, operations, financials, processes, and management systematically.
  • Structured Approach: Follow an organised framework for consistent, thorough evaluations across all funds.
  • Flexible & Adaptable: Modify process flows as your requirements evolve or new regulations emerge.
Get Free Trial
PDF Fund Factsheet.pdf Return Time Series Extracted & benchmark-ready Exposures Identified Geography Sector Strategy Asset Class
Section 9 of 10

Extract Returns and Exposures from PDFs

Turn unstructured fund documents into analysable data — automatically
  • Return Time Series Extraction: AI reads factsheets, tearsheets and PPMs to pull complete performance history — ready for peer benchmarking from day one.
  • Exposures Identified Automatically: Geographic, sector, strategy and asset-class exposures extracted from PDFs and structured for portfolio look-through analysis.
  • No Manual Entry: Eliminate hours of copy-paste from PDF tables — the AI ingests, structures and validates the data in seconds.
  • Audit-Ready Output: Every extracted value is traceable back to its source document for full transparency and governance.
Get Free Trial Download Brochure
90%Faster

Why allocators choose AlternativeSoft

Complete DDQs in minutes, not weeks — with AI doing the heavy lifting.

Compliance Confidence

Automated flagging mitigates regulatory risk.

Enhanced Collaboration

Seamless data exchange with fund managers.

One Secure Platform

Every activity centralised and accessible.

Never Miss Deadlines

Recurring tasks run automatically.
Section 10 of 10

Why Allocators Choose AlternativeSoft

  • 90% Time Savings: Complete DDQs in minutes instead of weeks with AI-powered automation.
  • Compliance Confidence: Mitigate regulatory risks with robust, automated compliance flagging.
  • Enhanced Collaboration: Improve data exchange and communication with hedge fund managers.
  • Streamlined Organisation: Centralise all activities in one secure, accessible platform.
  • Never Miss Deadlines: Automated recurring tasks ensure consistency and reduce manual errors.
  • Award-Winning Platform: Recognised as Best Risk Management Software 2020-2023 by Hedgeweek.
Get Free Trial Download Brochure
Investor Summary AI generated

Extracted Investment Terms

Min Investment$1,000,000
Management Fee2.0%
Performance Fee20%
Share ClassClass A · USD
LiquidityMonthly
StructureSICAV-SIF
Strengths
Consistent risk-adjusted returns
Experienced senior team
Robust operational controls
Considerations
Concentrated AUM base
Limited track record length
Single-administrator reliance
Generated from PPM & factsheet Regenerate
AI Document Processing

Investor Summary Dashboard & Extracted Terms

From raw fund documents to actionable investor insights — automatically
  • Investor Summary: AI generates a structured investor summary — strategy overview, investment terms, key strengths and key considerations — in seconds.
  • Extracted Investment Terms: Automatically pull minimum investment amounts, fees, share classes, base currency and legal structure from the PPM or factsheet.
  • Strengths vs Considerations: Visual distinction between what makes a fund compelling and what warrants scrutiny — AI-powered, fully editable.
  • Regenerate with AI: Instantly refresh the analysis at any time as new documents are uploaded.
Get Free Trial Download Brochure
Compliance Dashboard Live
2
Critical Issues
5
Pending Reviews
38
Compliant
Governance
Operations
Regulatory
Last scan · 2 min ago Run new scan
Compliance & Actionable Insights

AI Compliance Dashboard

Critical issues, pending reviews and compliant controls — all at a glance
  • Real-Time Compliance Scoring: See Critical Issues (red flags), Pending Reviews (items needing investigation) and Compliant Areas (controls passed) at a single glance.
  • New Compliance in One Click: Trigger a fresh AI compliance scan on any fund at any time — results delivered in seconds.
  • Colour-Coded Progress Bars: Red, amber and green progress bars give instant visual status across all compliance dimensions.
  • Audit Trail: Every compliance scan is timestamped and stored for governance and investment committee reporting.
Get Free Trial
DDQ — AI Completed Auto-filled
Contents
1. Strategy
2. Operations
3. Risk
4. Compliance
OK
Review
Flag
184 / 200 answered Export
Questionnaire Autofill Interface

DDQ AI Completion — Flagged Per Question

AI answers every question — reviewers focus only on the flags
  • AI-Completed Responses: Every question is answered automatically from your fund documents. Response received and structured instantly.
  • Per-Question Flag System: Red, amber and green flags surface on every question — reviewers focus only on what needs attention.
  • Table of Contents Navigation: Jump instantly to any section of a large questionnaire via the structured side-panel navigation.
  • Export Response: Download completed questionnaire responses for sharing with the investment committee or counterparties.
Get Free Trial
Document Library 5 files
Fund FactsheetFactsheet
Private Placement MemoPPM
Risk Report Q2Risk
Annual FinancialsFinancials
Completed DDQDDQ
3 of 5 selected Start Analysing
AI Document Analysis

Select Documents & Start Analysing

Upload once, analyse everything — factsheets, DDQs, PPMs and more
  • Multi-Document Upload: Upload questionnaires with answers, factsheets, PPMs, risk reports, annual financials, regulatory filings and more in one library.
  • Smart Document Labelling: Documents are auto-labelled by type so the AI knows how to use each file.
  • Selective Analysis: Choose which documents feed the AI — select up to 3 files and click Start Analysing for instant results.
  • Rich Document Types: Newsletters, risk reports, annual financials, transparency reports, fund offering documents, regulatory filings and more.
Get Free Trial
Peer Benchmarking Sharpe Ratio
Peer A
This Fund
Top 14%
Peer B
Peer C
Peer D
Peer E
Peer F
Peer universe500,000+ benchmark funds
Peer Group Analysis

Benchmark Against Peers — Inside Your ODD Workflow

No context switching — peer benchmarking built directly into due diligence
  • In-Context Benchmarking: Compare any fund under review against its peer group — Sharpe, Sortino, drawdown, volatility — without leaving the ODD workflow.
  • Quantitative Context for Qualitative Decisions: Pair your ODD questionnaire responses with hard data to assess whether the fund's risk/return profile is competitive within its strategy.
  • 500,000+ Benchmark Funds: Draw on our 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.
Get Free Trial Explore Peer Group
Create Fund AI extract
Fill with AI
Manual
Send to manager
Holdings extracted
Return Time Series extracted
Exposures extracted
Geography
Sector
Create Your Fund with AI

Build Your Fund Profile — AI Extracts Everything

Holdings, return time series and exposures — extracted and structured automatically
  • Fill in with AI (Recommended): AI automatically populates all answers based on your fund documents — the fastest way to create a complete, accurate 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.
  • Flexible Completion: Choose AI fill, manual completion, or send to the fund manager — with optional recurrence scheduling.
Get Free Trial Download Brochure
Testimonials

Global Institutions Trust Our AI-Powered Solutions

Hear from the investment teams who have transformed their due diligence process with AlternativeSoft.

"

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
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 added value.

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

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

BNP Paribas
BNP Paribas
Hedge Fund Solutions
★★★★★
"

AlternativeSoft has become an integral part of our investment process thanks to its extensive quantitative tools for hedge fund analysis and its flexible portfolio construction and risk management modules. Client support is very responsive and efficient.

Crossbow Partners
Crossbow Partners
Investment Process
★★★★★
"

AlternativeSoft provides a user-friendly, powerful tool for asset allocators that takes into account higher moments of distributions.

Raiffeisen Capital Management
Raiffeisen Capital Management
Multi Asset Strategies
★★★★★

Join 150+ Institutional Investors

See why the world's leading pension funds, endowments and family offices trust AlternativeSoft for their due diligence process.

Get Your Free Trial
Recognition

Our Awards

Best Risk Management Software — recognised by Hedgeweek four consecutive years.

2023
2022
2021
2020
2019
2017
2015
2014
2013
2011
2023
2022
2021
2020
2019
2017
2015
2014
2013
2011
Latest from AlternativeSoft

Applied Research & Videos

Stay ahead with our latest how-to videos, product updates and applied investment research.

Hedge Fund Marketplace
How-to Video

AlternativeSoft's Hedge Fund Marketplace

An innovative platform designed to connect fund managers with allocators — discover new hedge funds and reach 150+ institutional investors.

By AlternativeSoft Oct 2025
Watch Now
AI Questionnaire
How-to Video

AI Questionnaire — Complete Fund Due Diligence in Minutes

Instantly complete fund questionnaires, uncover key risks and gain the insights needed to make faster, smarter investment decisions.

By AlternativeSoft Oct 2025
Watch Now
FluidView
How-to Video

FluidView by AlternativeSoft

The smarter way to showcase fund and portfolio data with interactive, client-ready reports that update in real time.

By AlternativeSoft Oct 2025
Watch Now
Get Started Today

See AlternativeSoft Due Diligence in Action

Join 150+ institutional investors who use AlternativeSoft to streamline their due diligence process. Start your free trial or book a personalised demo today.

  • Complete your first DDQ in minutes with AI automation
  • Live walkthrough of all 10 platform features
  • Q&A with our due diligence platform specialists
  • Free 14-day trial — no commitment required
  • Dedicated onboarding and implementation support
UK: 10 Lower Thames Street, London EC3R 6AF
USA: 200 South Wacker Drive, 31st Floor, Chicago IL 60606
+44 (0)20 7510 2003  |  +1 332 240 0537
[email protected]

Hedgeweek Best Risk Management Software — voted by clients 4 years running

Get Your Free Trial

Complete the form and we will set up your trial within one business day.