AlternativeSoft
AlternativeSoft is an investment analytics platform for institutional investors, covering fund screening, due diligence, portfolio construction, risk monitor…
What AlternativeSoft is
AlternativeSoft is an investment analytics platform for institutional investors, covering fund screening, due diligence, portfolio construction, risk monitoring and reporting. Its database includes 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 or 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. It supports two-way Excel import and export, plus a live Power BI connector. AlternativeSoft MCP works with assistants including Claude, ChatGPT, Microsoft 365 Copilot, GitHub Copilot and OpenAI Codex, with server-hosted or local deployment. The platform is browser-based cloud SaaS requiring no installation. Pricing is tailored by modules, users, data connections and fund coverage; a free 14-day trial follows a demo.
Good
- Database covers more than 500,000 funds
- Offers more than 4,000 screening criteria
- Portfolio tools include stress testing
- Supports bidirectional Excel exchange
- MCP offers local and server-hosted deployment
Watch out
- Pricing is tailored and not listed
- Free 14-day trial follows a demo
- No installation-free desktop app is listed
Who it suits
It is aimed at institutional investors analyzing funds, constructing portfolios and monitoring risk. Teams using listed data providers, Excel, Power BI or MCP-ready assistants may also find its connections relevant.
Verdict
AlternativeSoft covers fund research, portfolio analysis and reporting, with a broad listed set of data connections. Buyers should account for its tailored pricing and demo-linked trial when assessing access.
Plans and prices
From AlternativeSoft's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Tailored institutional modules | Priced on request | Module-based pricing · varies by modules, users and concurrent access, data connections, and fund-universe coverage |
The facts
Each one read from AlternativeSoft's own pages, with the date it was checked.
What it does
- AI assistant support
- AlternativeSoft MCP works with Claude, ChatGPT, Microsoft 365 Copilot, GitHub Copilot, OpenAI Codex, and other MCP-ready assistants.checked 11 Oct 2026
- Allocation analysis
- Yeschecked 20 Sep 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Deployment
- The platform is described as cloud-hosted SaaS, browser-based, and requiring no installation.checked 11 Oct 2026
- Due diligence
- AI DDQ Automation reads fund documents and can complete questionnaire responses in ILPA, Albourne, and custom formats.checked 11 Oct 2026
- Fund coverage
- Its database covers more than 500,000 hedge funds, private equity funds, mutual funds, and ETFs.checked 11 Oct 2026
- Fund screening
- Fund Search & Screening offers more than 4,000 screening criteria and custom scoring models.checked 11 Oct 2026
- Integrations
- Listed connections include Bloomberg, eVestment, Morningstar, Preqin, HFR, Pitchbook, Albourne, WithIntelligence, BarclayHedge, and Refinitiv/LSEG.checked 11 Oct 2026
- MCP deployment
- AlternativeSoft MCP offers server-hosted and local deployment options.checked 11 Oct 2026
- Performance reporting
- Yeschecked 20 Sep 2026
- Portfolio analytics
- Portfolio Construction includes mean-variance optimisation, risk parity, Black-Litterman, Monte Carlo simulation, constraint modelling, and stress testing.checked 11 Oct 2026
- Private equity
- Private Equity Analytics includes gross and net IRR, TVPI, DPI, RVPI, MOIC, PME, and vintage-year benchmarking.checked 11 Oct 2026
- Purpose
- AlternativeSoft is an investment analytics platform for institutional investors covering fund screening, due diligence, portfolio construction, risk monitoring, and reporting.checked 11 Oct 2026
- Reporting integrations
- The platform supports bidirectional Microsoft Excel import and export and a direct live Microsoft Power BI connector.checked 11 Oct 2026
- Risk analysis
- Yeschecked 20 Sep 2026
- Security
- The platform overview describes AlternativeSoft as ISO compliant, GDPR-compliant, and enterprise-grade secure.checked 11 Oct 2026
- Support
- The company says it provides dedicated onboarding and implementation support, and that most institutions are operational within 2–4 weeks.checked 11 Oct 2026
The company
- Founded
- 2005checked 28 Sep 2026
- Headquarters
- London, United Kingdomchecked 28 Sep 2026
Money
- Trial
- The company offers free 14-day trial access following a demo.checked 11 Oct 2026
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