AlternativeSoft
alternativesoft.com
What it is
AlternativeSoft is an investment analytics platform for institutional investors, covering fund screening, due diligence, portfolio construction, risk monitoring, and reporting. Its database covers more than 500,000 hedge funds, private equity funds, mutual funds, and ETFs. Fund Search & Screening offers more than 4,000 criteria and custom scoring models. Portfolio Construction includes mean-variance optimisation, risk parity, Black-Litterman, Monte Carlo simulation, constraint modelling, and stress testing. AI DDQ Automation reads fund documents and prepares questionnaire responses in ILPA, Albourne, and custom formats. Private Equity Analytics covers gross and net IRR, TVPI, DPI, RVPI, MOIC, PME, and vintage-year benchmarking. Listed connections include Bloomberg, eVestment, Morningstar, Preqin, HFR, Pitchbook, Albourne, WithIntelligence, BarclayHedge, and Refinitiv/LSEG. The platform supports bidirectional Excel exchange and a live Power BI connector. It is browser-based cloud SaaS with no installation. Pricing is tailored by modules, users, concurrent access, data connections, and fund coverage; a free 14-day trial follows a demo.
Spec sheet
- Purpose
- AlternativeSoft is an investment analytics platform for institutional investors covering fund screening, due diligence, portfolio construction, risk monitoring, and reporting.Read 11 Oct 2026 · alternativesoft.com
- Deployment
- The platform is described as cloud-hosted SaaS, browser-based, and requiring no installation.Read 11 Oct 2026 · alternativesoft.com
- Trial
- The company offers free 14-day trial access following a demo.Read 11 Oct 2026 · alternativesoft.com
- Integrations
- Listed connections include Bloomberg, eVestment, Morningstar, Preqin, HFR, Pitchbook, Albourne, WithIntelligence, BarclayHedge, and Refinitiv/LSEG.Read 11 Oct 2026 · alternativesoft.com
- Security
- The platform overview describes AlternativeSoft as ISO compliant, GDPR-compliant, and enterprise-grade secure.Read 11 Oct 2026 · alternativesoft.com
- Support
- The company says it provides dedicated onboarding and implementation support, and that most institutions are operational within 2–4 weeks.Read 11 Oct 2026 · alternativesoft.com
- Headquarters
- London, United KingdomRead 28 Sep 2026 · alternativesoft.com
- Founded
- 2005Read 28 Sep 2026 · alternativesoft.com
- AI assistant support
- AlternativeSoft MCP works with Claude, ChatGPT, Microsoft 365 Copilot, GitHub Copilot, OpenAI Codex, and other MCP-ready assistants.Read 11 Oct 2026 · alternativesoft.com
- Allocation analysis
- YesRead 20 Sep 2026 · alternativesoft.com
- Asset class coverage
- multi_asset_alternativesRead 20 Sep 2026 · alternativesoft.com
- Due diligence
- AI DDQ Automation reads fund documents and can complete questionnaire responses in ILPA, Albourne, and custom formats.Read 11 Oct 2026 · alternativesoft.com
- Fund coverage
- Its database covers more than 500,000 hedge funds, private equity funds, mutual funds, and ETFs.Read 11 Oct 2026 · alternativesoft.com
- Fund screening
- Fund Search & Screening offers more than 4,000 screening criteria and custom scoring models.Read 11 Oct 2026 · alternativesoft.com
- MCP deployment
- AlternativeSoft MCP offers server-hosted and local deployment options.Read 11 Oct 2026 · alternativesoft.com
- Performance reporting
- YesRead 20 Sep 2026 · alternativesoft.com
- Portfolio analytics
- Portfolio Construction includes mean-variance optimisation, risk parity, Black-Litterman, Monte Carlo simulation, constraint modelling, and stress testing.Read 11 Oct 2026 · alternativesoft.com
- Private equity
- Private Equity Analytics includes gross and net IRR, TVPI, DPI, RVPI, MOIC, PME, and vintage-year benchmarking.Read 11 Oct 2026 · alternativesoft.com
- Reporting integrations
- The platform supports bidirectional Microsoft Excel import and export and a direct live Microsoft Power BI connector.Read 11 Oct 2026 · alternativesoft.com
- Risk analysis
- YesRead 20 Sep 2026 · alternativesoft.com
Plans and prices
Tailored institutional modules Priced on request Module-based pricing · varies by modules, users and concurrent access, data connections, and fund-universe coverage Read 11 Oct 2026 · alternativesoft.com
Strong points and limits
Strong points
- Database covers more than 500,000 funds.
- Offers more than 4,000 screening criteria.
- Supports Excel exchange and a live Power BI connector.
- Browser-based service requires no installation.
Limits
- Pricing is available on request.
- Free trial access follows a demo.
- Deployment is described as cloud-hosted SaaS.
Who it suits
AlternativeSoft is aimed at institutional investors needing analytics for funds and portfolios across multiple asset classes. Its coverage includes fund screening, private equity analytics, portfolio construction, and due diligence.
Verdict
AlternativeSoft combines fund research, portfolio analysis, diligence automation, and reporting connections in a browser-based platform. Its tailored pricing and demo-led trial mean prospective users should clarify access and cost with the company.
Where Specifiction places it
- Investment Compliance Software#1 of 328.6
- Portfolio Management Software#10 of 818.5
Alternatives to AlternativeSoftAll alternatives →
Bloomberg AIM 7.7 Visit