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AlternativeSoft — AI for Investment, Venture Capital & Trading

Institutional-grade analytics platform for fund allocators to manage portfolio risk and conduct AI-powered operational due diligence (ODD).

Consolidate data, screen 500k+ funds, build optimized portfolios, and complete DDQs in minutes.

DifferentiatorAI-powered ODD completes due diligence questionnaires in minutes, a 90% time saving.
ProofTrusted by 150+ institutions managing over $1.5tn in assets.
Explore AlternativeSoft
Pricing on request
7.8 Zekai
Institutional Fund Analytics Platform
AI for Investment, Venture Capital & Trading
Ease of Use
6.4
Accuracy
8.6
Value
7.4
Time Saving
8.4
150+Users
7.8/10Zekai Score
AI-Powered ODDPortfolio ConstructionData AggregationRisk ManagementAutomated Reporting
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Zekai Verdict

What is it?
AlternativeSoft is an institutional-grade analytics platform for investment professionals managing multi-manager portfolios.
Best for
Institutional investors and allocators who need to consolidate multi-source fund data for advanced portfolio…
Not ideal for
Pricing is not public, suggesting a significant enterprise-level investment.
Price
Pricing on request
Zekai Score
7.8/10
Hand-scored by Zekai

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⚡ Quick answer

For investment and venture capital professionals, AlternativeSoft is a leading AI-powered platform for fund analysis and portfolio management. It excels by unifying data from sources like Bloomberg and Preqin, enabling deep quantitative screening, and using AI to automate operational due diligence (ODD), reducing work that takes weeks down to minutes. Its adoption by over 150 institutions managing $1.5 trillion validates its effectiveness.

CategoryPortfolio & Risk Management
Best ForInstitutional allocators automating due diligence and portfolio construction.
Price FromOn request
FreeNo
DifferentiatorAI-powered ODD completes due diligence questionnaires in minutes, a 90% time saving.
ProofTrusted by 150+ institutions managing over $1.5tn in assets.
Rating7.8/10
📖 About AlternativeSoft
How It Works

Your workflow, automated

1
Aggregate Fund Data
Connect to data sources like Bloomberg, Preqin, and Morningstar to consolidate over 500,000 funds into a single, unified database.
2
Screen & Construct Portfolio
Use over 4,000 quantitative criteria to screen for top managers, then use mean-variance optimisation to build and stress-test model portfolios.
3
Automate Due Diligence & Reporting
Upload fund documents to the Cloud ODD platform to auto-complete questionnaires with AI, then generate branded, investor-ready reports with one click.
Ready to automate your workflow with AlternativeSoft?
Explore AlternativeSoft →
Real Impact

Before & After

❌ Before

Fragmented data in spreadsheets, manual DDQ processes taking weeks, and limited portfolio risk analysis.

Weeks per DDQ
✅ After

Unified fund data, automated AI-driven due diligence in minutes, and institutional-grade portfolio optimization.

Minutes per DDQ
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Compare funds by risk and return

Compare my top 5 long/short equity funds by Sharpe ratio and maximum drawdown since 2020. Show me the results ranked by risk-adjusted return.

Analyze portfolio risk and construction

I need to build an optimized, diversified portfolio of alternative funds. Please provide tools for transparent risk budgeting, drawdown controls, and robust stress-testing capabilities.

Automate operational due diligence

Complete our operational due diligence questionnaires using AI. Extract investor terms, identify key strengths, and flag compliance issues automatically from fund documents.

AI Prompts

Prompts for Investors

Prompt 01 Data Room Diligence Prompt
You are a VC analyst. I have uploaded a startup's data room, which includes their financial model, cap table, and three sample customer contracts. Review these documents and answer the following, citing the source document for each claim: 1…
Prompt 02 Ticker Snapshot & Key Metrics
Act as a financial analyst for a retail investor. I will provide a stock ticker. Your task is to provide a concise, one-page snapshot. **Ticker:** `[[Insert Ticker, e.g., AAPL]]` **Provide the following in a structured report:** 1. **Compa…
Prompt 03 10-K/10-Q Summary for Red Flags
[[Paste full text of the 10-K filing here]]
See all 19 AI prompts for Investors →
Social Proof

Trusted by 150+

150+ professionals using this tool
Ease of Use
6.4
Accuracy
8.6
Value
7.4
Time Saving
8.4

"An intuitive application that is additive to our portfolio construction and risk monitoring processes. The support team is very helpful."

Jean P., Head of Risk · June 2026

"A practical and user-friendly tool for our portfolio construction and risk management. Their extensive support and responsiveness provides real added value."

Chris T., Co-Head of Risk · May 2026

"Incredibly effective for statistical analysis, screening, and portfolio construction. The sheer number of features can be overwhelming at first, and it requires clean data inputs to be truly powerful."

Alex D., Hedge Fund Analyst · April 2026

"The AI-powered ODD is a game-changer. What used to take our team weeks of manual work now takes minutes, freeing us up for higher-value analysis."

Sarah L., Family Office CIO · March 2026
150+ professionals are already using this tool.
See Plans & Pricing →
Connects With

AlternativeSoft integrations

Bloomberg eVestment Morningstar Preqin Pitchbook HFR Albourne Refinitiv WithIntelligence Excel
Setup complexity: Advanced
AlternativeSoft is an institutional-grade analytics platform for investment professionals managing multi-manager portfolios. It unifies fund data from sources like Bloomberg and Preqin, enabling deep quantitative screening, portfolio construction, and risk management. The platform features an AI-powered cloud ODD module to automate due diligence questionnaires, reducing completion time from weeks to minutes.
Comparison

Best AlternativeSoft alternatives

AlternativeSoft vs. FactSet: Choose AlternativeSoft for its specialized, AI-driven Operational Due Diligence (ODD) module, which dramatically accelerates the DDQ process for fund allocators—a key workflow it automates by up to 90%. Its platform is purpose-built for multi-manager portfolio construction and analysis. Opt for FactSet when you need a broader, all-encompassing financial data and analytics ecosystem that covers equities, fixed income, and economic data more extensively, beyond just fund-of-funds analysis. FactSet is the sprawling financial terminal; AlternativeSoft is the specialist's sharp tool for fund selection and diligence.

The decision

Is AlternativeSoft worth it?

Return on investment
By automating due diligence questionnaires to take minutes instead of weeks, the platform can save hundreds of analyst hours per year, justifying its enterprise-level investment.
Built for
Asset Allocators, Pension Funds, Endowments, Foundations, Family Offices, Wealth Managers, Private Equity Investors, Financial Advisors, and Asset Managers/Hedge Funds.
Effort to adopt
Advanced
Compliance
The vendor states they are 'ISO & GDPR Compliant'.
Who It's For

Why Investment, Venture Capital & Trading choose this tool

🎯
Built for
Institutional investors and allocators who need to consolidate multi-source fund data for advanced portfolio construction, risk management, and AI-automated due diligence.
In-Depth Overview
For investment professionals, AlternativeSoft solves the core challenges of fragmented data and time-consuming manual due diligence. Instead of juggling spreadsheets and disparate data feeds, you get a single, unified database of over 500,000 funds from providers like Bloomberg, Preqin, and Morningstar. This allows for rigorous, quantitative fund selection using over 4,000 statistical filters to identify top-quartile managers and true alpha. The platform's most significant advantage is its AI-powered Cloud ODD module. It automates the tedious process of completing due diligence questionnaires, with the vendor claiming it reduces manual effort by 90%—transforming a weeks-long task into minutes. This AI reads fund documents, extracts key terms, and flags compliance issues automatically. Proof of its value is in its adoption: AlternativeSoft is trusted by over 150 institutional clients, including Aberdeen Asset Management and BNP Paribas, who collectively manage over $1.5 trillion in assets. It’s a dedicated tool for optimizing the entire investment process, from data aggregation to board-ready reporting.

Key Use Cases

💼
Automate Due Diligence on a New Fund
Portfolio Manager
Use the AI-powered Cloud ODD to automatically complete a due diligence questionnaire by uploading the fund's documents. The system extracts key terms, flags compliance issues, and generates a summary in minutes.
DDQ completed in minutes, not weeks
✓ Pros
Consolidates data from major providers like Bloomberg, Preqin, and Morningstar.
AI dramatically speeds up DDQ completion, claiming up to 90% time savings.
Covers the full investment process from data aggregation to reporting.
Extensive quantitative analysis with over 4,000 risk-adjusted statistics.
Trusted by over 150 institutions managing $1.5tn+ in assets.
· Cons
Pricing is not public, suggesting a significant enterprise-level investment.
Primarily designed for institutional allocators, likely too complex for individual advisors.
Requires integration with multiple third-party data providers which may have separate costs.
⚡ Editorial Verdict

AlternativeSoft is a powerful, comprehensive platform for institutional fund selection and risk management, particularly with its new AI-driven ODD module that drastically cuts down diligence time. However, its focus on institutional-grade analytics and lack of public pricing suggest it's a high-end solution, likely unsuitable for individual investors or smaller advisory firms.

Questions & Answers

Frequently asked questions

What is AlternativeSoft?

+
It's an institutional-grade analytics platform for investment professionals. It helps with fund selection, portfolio construction, risk management, and features an AI-powered module to automate operational due diligence (ODD).

Who is AlternativeSoft for?

+
It's built for institutional investors and allocators, including Pension Funds, Endowments, Family Offices, Wealth Managers, Private Equity Investors, and Asset Managers.

How does the AI-powered ODD work?

+
The AI reads fund documents you provide, automatically completes due diligence questionnaires (DDQs), extracts key investor terms, and flags potential compliance issues. The vendor claims this reduces manual effort by 90%.

What data sources does AlternativeSoft integrate with?

+
It integrates with major financial data providers including Bloomberg, eVestment, Morningstar, Preqin, Pitchbook, HFR, and Albourne. You can also import your own data via Excel.

Is AlternativeSoft available worldwide?

+
Yes, AlternativeSoft serves over 150 institutional clients worldwide and has offices in London, UK and Chicago, USA, indicating global availability and support.

Which software consolidates data from Bloomberg, Preqin, and Morningstar?

+
AlternativeSoft consolidates data from Bloomberg, Preqin, Morningstar, and other major financial data providers into a single, unified SQL database for streamlined fund analysis and portfolio management.

Last reviewed:

Plans & Pricing

AlternativeSoft pricing and plans

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

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Free guide

Take it with you

Getting Started with AlternativeSoft: A 3-Step Guide
  • **Unified Database:** Aggregate all your fund data from providers like Bloomberg, Preqin, and internal sources.
  • **Advanced Analytics:** Use 4,000+ statistics to screen, rank, and benchmark managers.
  • **Portfolio Construction:** Build and optimize portfolios using mean-variance and risk parity models.
  • **AI-Powered ODD:** Automate due diligence questionnaires in minutes.
  • **Automated Reporting:** Generate custom, white-labelled reports instantly.
+3 more steps inside the guide
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AI Directory

About AlternativeSoft

Full Description

AlternativeSoft is an institutional-grade analytics platform for investment professionals managing multi-manager portfolios. It unifies fund data from sources like Bloomberg and Preqin, enabling deep quantitative screening, portfolio construction, and risk management. The platform features an AI-powered cloud ODD module to automate due diligence questionnaires, reducing completion time from weeks to minutes.

Editorial Verdict

AlternativeSoft is a powerful, comprehensive platform for institutional fund selection and risk management, particularly with its new AI-driven ODD module that drastically cuts down diligence time. However, its focus on institutional-grade analytics and lack of public pricing suggest it's a high-end solution, likely unsuitable for individual investors or smaller advisory firms.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to AlternativeSoft unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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