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AlternativeSoft Portfolio Construction from AlternativeSoft
This software specializes in asset allocation and portfolio optimization, offering features such as risk analysis, scenario testing, and performance attribution to help investment committees make informed decisions.
Product analysis by function
Portfolio Construction Software for Investment Committee
Modeling tools for optimizing portfolio composition, diversification, and capital allocation across sectors, stages, and risk profiles.
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Portfolio Modeling & Optimization
(11 Yes /11 Known /14 Possible features)
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Multi-Asset Class Support Ability to model and include multiple asset classes (e.g., equity, debt, SAFEs) in the portfolio. |
Marketing and user documentation state support for multiple asset classes including equity, debt, hedge funds, and more. | |
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Sector Diversification Analysis Assessment of portfolio diversification across sectors, with visual and quantitative tools. |
Portfolio optimization tools include sector diversification analysis, with visual and quantitative reporting as core features. | |
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Capital Allocation Optimization Automated optimization to recommend optimal capital deployment across deals. |
Automated capital allocation optimization is a headline feature of the software’s optimizer modules. | |
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Scenario Analysis Tools Users can simulate various economic, exit, or market scenarios to test effects on portfolio outcomes. |
Scenario analysis tools, including stress-tests and configurable economic/exit simulations, are described on the product webpage. | |
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Monte Carlo Simulation Ability to run Monte Carlo simulations on the portfolio to analyze probabilistic outcomes. |
Monte Carlo simulations for portfolio outcomes are listed as a primary quantitative analysis capability. | |
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Custom Constraints Support for user-defined constraints (e.g., max per company, sector caps, reserve ratios). |
Custom constraints, such as sector maximums and position caps, are adjustable within portfolio modeling workflows. | |
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Risk-Return Tradeoff Visualization Visual tools (efficient frontier, risk bubbles) to demonstrate portfolio's risk/return profile. |
Efficient frontier and risk/return visualizations form part of the analytics dashboards. | |
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Vintage Year Analysis Analysis and modeling by investment vintage to account for market cycles. |
No information available | |
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Exit Distribution Modeling Modeling of various exit scenarios and timing (e.g., M&A, IPO, write-offs). |
Exit scenario modeling (such as M&A, IPO, write-offs) is described in portfolio simulation functionalities. | |
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Sensitivity Analysis Quantitative tools to stress-test and measure sensitivity to key assumptions. |
Sensitivity analysis modules are listed for stress-testing key assumptions in portfolio construction. | |
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Look-through Capability Depth to analyze underlying portfolio company exposure (by sector, geography, stage). |
No information available | |
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Suggested Allocation Per Opportunity System intelligently suggests recommended allocation per new investment considered. |
No information available | |
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Custom Model Inputs Flexible parameterization for inputting custom assumptions (deal size, return, dilution). |
Platform supports custom model inputs for deal size, risk/return and more, as documented in user guides. | |
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Blended Portfolio Metrics Calculation Automated calculation of portfolio-level IRR, TVPI, DPI, and MOIC. |
Automated calculation of IRR, TVPI, DPI, and MOIC is prominently stated on the performance attribution page. |
Data Integration & Aggregation
(5 Yes /5 Known /10 Possible features)
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API Integrations Native, pre-built APIs to import data from other deal, CRM, or fund accounting systems. |
API integrations with data providers and external systems are listed under integration features. | |
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Manual Data Upload Supports manual upload of Excel, CSV, and other file types. |
Manual data upload of CSV and Excel is described in onboarding documentation. | |
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Automated Data Refresh Frequency How frequently the system can automatically refresh external data. |
No information available | |
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Data Validation Rules Built-in checks to validate source data accuracy and completeness. |
Documentation describes built-in data integrity validation and error-checking functions. | |
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Live Data Feeds Real-time data feeds from market sources, valuations, or financial data providers. |
No information available | |
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Historical Data Import Ability to import prior historical portfolio performance data. |
Can import historical data for backtesting and track record visualization. | |
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Automated Deal Onboarding Workflow to streamline ingestion of new deals into the modeling environment. |
No information available | |
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Data Cleansing Tools Helps identify and correct inconsistencies or gaps in imported data. |
Data cleansing and cleaning tools are mentioned as part of the platform’s data integration stack. | |
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Entity Resolution Automated matching of entities (companies, people) across disparate data sources. |
No information available | |
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Audit Logs for Data Changes Logs all changes made to the data for audit and governance purposes. |
No information available |
Reporting & Visualization
(6 Yes /6 Known /10 Possible features)
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Customizable Portfolio Dashboards Interactive dashboards for real-time tracking of portfolio metrics and exposures. |
Customizable dashboards with real-time updates are a highlighted feature (see software screenshots). | |
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Investment Committee Report Templates Pre-built templates for IC reports tailored to venture capital needs. |
No information available | |
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Dynamic Charting Ability to generate charts and graphs on the fly based on user selections. |
Dynamic charting and on-the-fly report generation shown in product demos and documentation. | |
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Export to PDF, Excel, PPT Reports and visualizations can be exported in common IC presentation formats. |
Exports to PDF, Excel, and PPT supported, per website and product specifications. | |
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Automated Report Scheduling System can schedule and distribute periodic reports automatically. |
No information available | |
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Waterfall & Cap Table Visualizations Visualization tools for company/portfolio waterfalls and cap tables. |
No information available | |
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Benchmark Comparison Ability to overlay internal portfolios with external benchmarks (Cambridge, Preqin, etc). |
Portfolio and fund performance are shown against industry benchmarks and custom benchmarks in reports. | |
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Custom Metrics Calculation Users can define custom calculation metrics for internal reporting needs. |
No information available | |
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Drill-Down Analytics Interactively explore underlying data and performance drivers. |
Interactive analytics and drill-down into portfolio exposures are described in software capabilities. | |
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Track Record Visualization Historical fund/firm track record visualized for committee review. |
Track record and historical performance visualization highlighted as competitive advantage. |
Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
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Multi-User Collaboration Multiple team members can work simultaneously on portfolio models. |
No information available | |
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Version Control & Audit Trails Tracking of model revisions and user-specific changes. |
No information available | |
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Commenting on Scenarios/Models Ability for users to leave comments on specific models or assumptions. |
No information available | |
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Approval Workflows Configurable workflows for model approval and sign-off processes. |
No information available | |
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Task Management Integration Ability to create and assign tasks linked to investment committee actions. |
No information available | |
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Access Controls Granular permissioning by user, team, or model. |
No information available | |
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Notifications & Alerts Automated notifications to stakeholders for updates, comments, or deadlines. |
No information available | |
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Integration with Communication Tools Integration with Slack, Teams, or email for collaboration and alerting. |
No information available | |
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Scenario Saving & Comparison Save, label, and compare multiple scenarios easily. |
No information available | |
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Meeting Notes Archiving Attach and archive notes from investment committee discussions to models. |
No information available |
Risk Assessment & Analytics
(6 Yes /6 Known /11 Possible features)
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Concentration Risk Analysis Assessment and visualization of capital or return concentration across exposures. |
Concentration risk analysis for capital and exposures is a standard risk analytics feature. | |
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Correlation Matrices Statistical analysis of correlations among investments or sectors. |
Correlation matrices between portfolio assets and sectors can be generated. | |
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Downside Scenario Testing Simulation of severe downside cases (write-offs, low exit values). |
Downside scenario testing including defaults and low exit cases explicitly mentioned in risk modules. | |
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Exposure Heatmaps Visual heatmaps showing risk concentrations by sector, geography, or stage. |
No information available | |
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Automatic Risk Flagging Automated system highlights exposures outside of risk thresholds. |
No information available | |
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Default Probability Estimation Estimates probability of company/fund failures within the portfolio. |
No information available | |
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Liquidity Profile Analysis Assessment of liquidity timing and exit risk. |
Liquidity analysis and exit risk assessments are included within risk analytics. | |
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Risk Adjusted Return Metrics Calculation of Sharpe ratio, TVPI, IRR net of risk. |
Risk-adjusted return metrics such as Sharpe ratio, Sortino, etc, are available. | |
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Max Drawdown Calculation Quantifies the largest peak-to-trough portfolio declines. |
No information available | |
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Stress Testing Scenarios Preset and custom stress test modules for severe market or portfolio events. |
Stress testing scenarios for various market, liquidity and sector shocks are documented. | |
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ESG Risk Analytics Assess environmental/social/governance risks within portfolio companies. |
No information available |
Investment Pipeline Management
(3 Yes /3 Known /10 Possible features)
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Deal Pipeline Tracking Track deals by stage, sector, and expected allocation. |
Deal and pipeline tracking functionality present in product’s suite for investment analysis. | |
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Live Pipeline Integration to Portfolio See projected portfolio composition including pipeline deals not yet closed. |
No information available | |
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Deal Scoring & Prioritization Deal scoring/ranking module based on customizable criteria. |
Deal scoring and prioritization is available per the described pipeline analytics tools. | |
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Automated Impact Forecasting System estimates the impact of potential deals on portfolio diversification and metrics. |
No information available | |
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Overlap Check Automatically flags deals that may create overexposure in specific sectors or companies. |
No information available | |
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Pipeline Scenario Modeling Test impact of adding/removing deals on future portfolio. |
Users can model the impact of adding/removing pipeline deals on the future portfolio. | |
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Conversion Pipeline Metrics Tracks conversion rates by stage, partner, sector. |
No information available | |
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Integrated Notes and Attachments Attach diligence, memos, or IC notes to pipeline deals. |
No information available | |
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Historical Pipeline Analytics Report on past pipeline trends and outcomes. |
No information available | |
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Flow-Through Analysis Shows how pipeline companies could change risk/return profile post-investment. |
No information available |
Performance Measurement & Attribution
(10 Yes /10 Known /10 Possible features)
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Internal Rate of Return (IRR) Calculation Automated IRR calculation for portfolio and individual holdings. |
Automated IRR calculation is explicitly listed as a core feature. | |
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Multiple on Invested Capital (MOIC) Calculation and visualization of MOIC at multiple levels. |
MOIC is calculated and visualized for portfolios, segments, and deals. | |
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Total Value to Paid-In (TVPI) Quantifies TVPI for portfolios, segments, and vintage years. |
TVPI calculation is available for entire portfolio and segment views. | |
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Distributed to Paid-In (DPI) Calculation of DPI deployed/invested capital returned. |
DPI calculation is a standard metric shown in performance summaries. | |
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Performance Attribution Analysis Breakdown of portfolio returns by driver (sector, partner, stage, etc). |
Performance attribution by sector, stage, vintage, etc. is a marketed core feature. | |
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Benchmarking Performance comparisons to third-party benchmarks. |
Built-in benchmarking to peer groups and indices available in reports. | |
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Time-Weighted Return Calculation Accounts for timing of cash flows in return calculations. |
Time-weighted return calculations shown in product documentation. | |
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Gross vs Net Performance Reporting Distinction and reporting of gross and net returns. |
Platform reports both gross and net return as standard output. | |
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Peer Group Comparison Compare firm/fund/portfolio performance to custom peer group sets. |
Peer group comparison against external or user-defined peer groups is an available feature. | |
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Public Market Equivalent (PME) Calculation of PME to compare VC results with public stock indices. |
PME is a supported return metric (comparison to public indices). |
Usability & Customization
(3 Yes /3 Known /10 Possible features)
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User-Friendly Interface Intuitive, easy to navigate interface for both analysts and partners. |
Interface is designed to be user friendly, as emphasized on the product website and in reviews. | |
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Custom Field Creation Add custom fields to investments, companies, or portfolios. |
Custom fields can be set at various levels—it is part of the dashboard and reporting configuration. | |
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Flexible Model Templates Writable, reusable templates for common portfolio modeling tasks. |
Flexible, reusable portfolio modeling templates are provided and documented. | |
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Branded Output Ability to add custom logos, branding, and disclaimers to reports. |
No information available | |
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Role-based Dashboards Dashboards adjust based on user role (IC, GP, analyst, LP). |
No information available | |
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Assumption Libraries Libraries of saved/model standard assumptions, deployable to new portfolios. |
No information available | |
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White-Label Support Output and portals can be white-labeled for LP or client audiences. |
No information available | |
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In-app Help & Tooltips Guided help and descriptive tooltips throughout the product. |
No information available | |
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Shortcuts and Hotkeys Support for productivity-improving shortcuts. |
No information available | |
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Localization Support Support for multiple languages and localizations. |
No information available |
Compliance, Security & Audit
(8 Yes /8 Known /10 Possible features)
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User Authentication Multi-factor authentication and secure login. |
User authentication with secure login is required for access (per documentation). | |
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Data Encryption All data in transit and at rest is encrypted using industry standards. |
Data is encrypted at rest and in transit using standard protocols (see compliance section). | |
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GDPR/Privacy Compliance System is compliant with key privacy laws (GDPR, CCPA, etc). |
The firm's documentation and privacy policy indicate GDPR/CCPA compliance. | |
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Audit Logging All user and data changes logged for auditability. |
User and data change logs are available for auditability, as shown in compliance features. | |
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Role-Based Access Control (RBAC) Permissioning by user role, with least privilege access. |
Role-based access control is configurable in user and admin settings. | |
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Data Residency Options Ability to choose data warehouse location for regulatory compliance. |
No information available | |
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Single Sign-On (SSO) SSO via SAML, OIDC, or enterprise identity solutions. |
Single Sign-On (SSO) via SAML/OIDC is available for enterprise customers. | |
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Data Retention Policy Management Admin can define and enforce retention and deletion policies. |
No information available | |
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Penetration Testing & Security Certifications Vendor regularly conducts penetration tests and holds security certifications (SOC 2, ISO 27001, etc). |
SOC 2 certification and regular security audits are mentioned in vendor compliance information. | |
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Audit Report Generation System can provide compliance reports on activity for auditors. |
Audit report generation features are documented and offered for compliance use cases. |
Integration & Extensibility
(0 Yes /0 Known /10 Possible features)
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Open API for Data Access Data can be queried and retrieved via a published API. |
No information available | |
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Plug-in/Add-In Support Ability to add new modules, reports, or third-party extensions. |
No information available | |
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Custom Scripting Users or IT can add custom analysis via scripting language support. |
No information available | |
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Integration with Fund Admin Systems Direct integration modules for fund administrators and partners. |
No information available | |
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Data Export Automation Automate extraction and transfer of data to BI or analytics systems. |
No information available | |
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Webhooks/Notifications Outbound webhook support for automation and workflow triggers. |
No information available | |
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CRM Integration Built-in links to CRM platforms for team, deal and LP data sync. |
No information available | |
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LP Portal Integration Push selected portfolio reports to investor/LP portals. |
No information available | |
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Custom Branding & UI Themes Ability to reskin UI to firm branding or requirements. |
No information available | |
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Data Lake/Data Warehouse Connectivity Direct connectors to on-prem or cloud-based data lakes/warehouses. |
No information available |
Customer Support & Vendor Reliability
(2 Yes /2 Known /10 Possible features)
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24/7 Technical Support Availability of round-the-clock technical support. |
No information available | |
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Onboarding & Training Program Structured onboarding and user education programs. |
Structured onboarding and training documentation available for new users. | |
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Comprehensive Documentation Detailed, searchable, up-to-date documentation for all features. |
Comprehensive, searchable documentation for all features is provided. | |
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Service Level Agreements (SLAs) Vendor offers contractual guarantees on uptime, response time, etc. |
No information available | |
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Dedicated Customer Success Manager Assigned point of contact for onboarding and ongoing support. |
No information available | |
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Product Update Frequency How often new features, bug fixes are released. |
No information available | |
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Client Community Access to online forums, user groups, or knowledge-sharing events. |
No information available | |
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Custom Feature Request Process Ability to submit custom feature requests to product roadmap. |
No information available | |
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Uptime Guarantee System uptime percentage (99.5%, etc) as provided by SLA. |
No information available | |
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Multilingual Support Support and resources in multiple languages. |
No information available |
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