Intelligence Engine
AI Research & Scoring
Your unfair advantage in alternative investing. Our AI analyzes funds, scores risks, and transforms complex documents into actionable insights—replacing hours of analyst work with minutes of AI-powered intelligence.
Key Capabilities
Everything you need to make smarter investment decisions
AI-Curated Fund Scoring
Comprehensive risk analysis across multiple dimensions
- Overall risk score (0-100)
- Liquidity risk assessment
- Sponsor/GP risk evaluation
- Macro sensitivity analysis
- Market cycle exposure
- Default probability (private credit)
Document Intelligence
Transform complex documents into actionable insights
- PPM analysis & summarization
- K-1 data extraction
- Operating agreement parsing
- Subscription doc review
- Quarterly report analysis
Plain-English Summaries
No more legal jargon—just clear, actionable insights
- Executive summary generation
- Key terms highlighted
- Risk factors explained
- Fee structures simplified
- Exit scenarios modeled
Red Flag Detection
AI-powered alerts for potential issues
- Unusual fee structures
- Hidden costs identified
- Governance concerns
- Concentration risks
- Liquidity mismatches
Fee Drag Analysis
Understand the true cost of your investments
- Management fee impact
- Carried interest modeling
- Expense ratio analysis
- Performance fee scenarios
- Net vs gross returns
Waterfall Modeling
Visualize distribution scenarios
- Distribution waterfall charts
- Preferred return calculations
- Catch-up provisions
- Clawback scenarios
- LP/GP split analysis
Use Cases
See how investors use this feature to gain an edge
Due Diligence Acceleration
A family office reviewing a new PE fund used our Intelligence Engine to analyze a 200-page PPM in under 5 minutes. The AI identified three hidden fee provisions and a unusual clawback structure that would have taken days to discover manually.
Portfolio Risk Assessment
An RIA managing $500M in alternatives uses our scoring system to continuously monitor portfolio risk. The AI flagged increasing sponsor concentration risk across three funds, enabling proactive rebalancing before market stress.
Fund Comparison
An accredited investor comparing five VC funds received instant side-by-side analysis of fee structures, historical performance, and risk profiles—making an informed decision in hours instead of weeks.
Compliance Documentation
A wealth platform uses our document intelligence to automatically extract key terms from subscription agreements, reducing onboarding time by 80% and ensuring consistent compliance checks.
Ready to Get Started?
Join thousands of investors already using Altellis to make smarter decisions.