Altbots — Fund Manager Intelligence

@NeilD-NYC

关于 Altbots — Fund Manager Intelligence

Institutional-grade research reports on hedge funds, venture capital and private equity. Generates a 2-page manager diligence & intelligence brief covering SEC Form ADV, 13F holdings, key personnel with FINRA status, sanctions screening (OFAC, EU, UN, HMT), social signals and red

#finance-hedge-fund-due-diligence-sec-edgar-allocator-venture-capital-private-equity

配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "mcpServers": {
    "altbots": {
      "url": "https://api.altbots.io/sse",
      "transport": "sse"
    }
  }
}

工具

未检测到工具

工具是从 README 中自动提取的。维护者可以在 ## Tools 标题下列出工具,即可填充这部分内容。

概览

What is Altbots — Fund Manager Intelligence?

Altbots — Fund Manager Intelligence is an MCP server that generates institutional-grade research reports on alternative investment managers. It pulls data from SEC filings, personnel intelligence, sanctions screening, and social signals, producing a full intelligence brief in under 60 seconds. The server is built by a former Global Head of Risk and Diligence and is intended for professionals evaluating SEC-registered investment managers.

How to use Altbots — Fund Manager Intelligence?

Add the server to your Claude Desktop configuration with the SSE endpoint https://api.altbots.io/sse. Then use tools such as generate_manager_tearsheet to produce a full report, get_manager_coverage to check data availability, list_available_managers to browse managers sorted by AUM, and get_pipeline_status to check server health. An example prompt is "Generate a tearsheet on Bridgewater Associates."

Key features of Altbots — Fund Manager Intelligence

SEC Form ADV summary (AUM, strategy, clients, fees)
13F top holdings and concentration
Key personnel with FINRA BrokerCheck status
Sanctions screening (OFAC, EU, UN, HMT, FinCEN)
Social and media signals from the last 90 days
Red flags, regulatory observations, and full legal disclosure

Use cases of Altbots — Fund Manager Intelligence

Generate a complete intelligence brief on any SEC-registered manager
Check data coverage and receive a score before ordering a full report
Browse available managers sorted by AUM
Monitor server health and pipeline status

FAQ from Altbots — Fund Manager Intelligence

What does the free tier include?

The free tier includes coverage checks and the manager list. Full tearsheet generation requires the Pro plan at $149/month.

What output formats are supported?

Reports can be returned as a PDF URL, JSON, or markdown.

What data sources are used?

Reports draw from SEC Form ADV, 13F filings, FINRA BrokerCheck, OFAC/EU/UN/HMT/FinCEN sanctions lists, and social/media signals from the last 90 days.

Is this investment advice?

No. The research signals are explicitly not investment advice. AltBots and NKD Advisory LLC are not registered investment advisers. Full legal disclosures are included in every report.

How do I generate a report?

Use the generate_manager_tearsheet tool with the name of any SEC-registered manager. For example, "Generate a tearsheet on Bridgewater Associates."

常见问题