Alternativesoft

Founded by Bimal Shah in 2005

Screen funds, run risk analytics, construct portfolios, and automate operational due diligence

Pricing model

Demo, Paid

Rating

★ People love it

Time to value

Immediate

You can use AlternativeSoft to screen, rank, and analyze hedge funds, mutual funds, and private market investments. The system aggregates performance data from sources like Bloomberg, Morningstar, and Preqin into a single SQL database. You can build multi-asset portfolios, run mean-variance and risk parity models, and run stress tests. It also automates operational due diligence by reading fund documents and filling out due diligence questionnaires. Finally, you can generate investor fact sheets and query your data directly through AI assistants like Claude or ChatGPT.

What Alternativesoft does

Filter fund universes using custom quantitative criteriaCalculate factor sensitivities and manager alphaRun Monte Carlo simulations and portfolio stress testsExtract investor terms from fund legal documentsFill out due diligence questionnaires automaticallyGenerate branded fund performance fact sheetsCompare manager track records against peer group benchmarksAggregates 500,000 funds from data vendors like Bloomberg and MorningstarCompletes operational due diligence questionnaires automatically from uploaded fund documentsScreens and filters managers using more than 4,000 risk-adjusted statisticsConstructs multi-asset portfolios with mean-variance and risk parity allocation modelsCalculates private equity metrics including IRR, TVPI, DPI, and RVPIConnects fund data directly to AI assistants via Model Context Protocol (MCP)Generates standardized fund fact sheets and committee reporting packs