Upload a pitch deck, fact sheet, or other marketing material. AltCheck reviews it against SEC marketing rules and returns prioritized findings — each cited to the rule it comes from, with a suggested fix.
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“Returns of 24.3% since inception”
Gross returns shown without net-of-fees performance alongside them, with equal prominence.
Suggested rewrite“Gross returns of 24.3% since inception; 18.1% net of fees and expenses.”
“Past performance is not indicative…”
Required past-performance legend is truncated and sits three sections away from the figures it qualifies.
Suggested actionMove the full legend adjacent to the performance table it qualifies, rather than the appendix.
Every issue, and the wording to fix it — in minutes, not an afternoon.
Who built this
AltCheck was built by an attorney who spent years doing this work by hand. It looks for what a reviewer actually looks for, because the person who built it had to look for it too.
Every rule traces to the Investment Advisers Act and the regulations under it. When the SEC changes something, we read it and update AltCheck before it affects your reviews.
Document review and deadline tracking in one place, purpose-built for investment advisers.
Upload a pitch deck, fact sheet, or other marketing material. Reviewed against the SEC Marketing Rule, anti-fraud provisions and performance advertising requirements, returning prioritized findings.
Each finding explains the issue, cites the rule, and suggests replacement language. Where the problem is specific wording, AltCheck quotes the passage.
Reviews run against risk alerts, enforcement actions, examination priorities and approved-language libraries — the primary sources, not generic legal knowledge.
AltCheck monitors the CFR, the Federal Register and SEC enforcement releases. Every update is reviewed by a person before it affects a single review.
Give us your fiscal year end and fund details and AltCheck builds the filing calendar — Form ADV, annual reviews, Form D — then emails at 30, 14 and 7 days.
AltCheck reads your filed Form ADV, PPM, LPA and fee schedule, then checks whether your marketing matches them — catching contradictions a rules-only review cannot.
Start free. Pro checks your marketing against your own filed documents. Firm brings your whole team onto one set of credits.
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Pro and Firm include a 7-day free trial. Larger fund complexes, talk to us about Enterprise.