# AlphaBoard: institutional memory for Indian investment firms > AlphaBoard is institutional memory for Indian investment firms. The Matrix puts every event across every analyst and company on one timeline, the Thinking Board turns data and notes into a published log entry, and Institutional Memory lets you ask across every report your firm holds. AlphaBoard is an equity research platform for investment teams, starting with Indian portfolio management services (PMS), Category II and III alternative investment funds (AIFs), family offices and venture capital firms. It brings each company’s research into one record: filings and annual reports, broker and sector reports, concall and meeting notes, news and the analysts’ internal notes and comments. The Matrix tracks the research process for every company covered; the Thinking Board turns data and notes into published log entries; Institutional Memory answers questions across the reports a firm uploads, with numbered sources; and the Command Center shows portfolio managers and fund managers every analyst’s research activity in one place. It includes a PM review queue, coverage-gap alerts, a calendar, a WhatsApp assistant and a connector roadmap led by Indian sources (NSE/BSE announcements, SEBI filings, concall transcripts) and global data providers. ## Three products The Matrix puts every event across every analyst and company on one timeline: concalls, AGMs, broker reports and management 1:1s, logged by analysts, with next scheduled events and coverage gaps in view. The Thinking Board is where an analyst pulls concalls, results, statements, ratios and shareholding into a note, then publishes it to the log or prints it to PDF. Institutional Memory holds the reports a firm uploads, and the Brain answers across them with numbered sources you can open. The Command Center shows PMs and fund managers every analyst's activity. ## How it works 1. The analyst logs a concall, meeting, AGM or report against the company in about two minutes, with notes and files. 2. The PM reviews it in a queue: comment, approve or park. 3. On the Thinking Board, data and notes become a published entry on the company’s log. 4. PMs and fund managers follow every stock and every analyst in the Command Center. LP views are on the roadmap. ## Product - [Matrix](https://alphaboard-landing.pages.dev/product/matrix): The Matrix tracks every piece of research work against every company you cover: concalls, AGMs, broker reports and management 1:1s, each with your analysts’ internal notes and comments. - [Institutional Memory](https://alphaboard-landing.pages.dev/product/company-brain): Institutional Memory keeps the reports your firm uploads: results and annual reports, sell-side stock and sector reports, transcripts and internal notes. Ask the Brain across all of them and it answers with numbered sources you can open. ## Solutions - [PMS](https://alphaboard-landing.pages.dev/solutions/pms): AlphaBoard gives Indian PMS houses one record per stock and a Command Center for the fund manager: every concall, management meeting and broker report, with the analyst’s notes, in one place. - [AIF](https://alphaboard-landing.pages.dev/solutions/aif): AlphaBoard gives Category II and III AIFs one research record per position: the work behind every IC memo, long or short, ready for the investment committee and for LP due diligence. - [Family offices](https://alphaboard-landing.pages.dev/solutions/family-offices): AlphaBoard gives family office teams one place for direct equity research, external manager meetings and advisor reports, with an Institutional Memory that answers the principal’s questions from your own documents. - [Venture capital](https://alphaboard-landing.pages.dev/solutions/venture-capital): AlphaBoard gives venture teams one record per company in the pipeline: founder calls, partner meetings, sector theses and data-room documents, with an Institutional Memory that answers across all of them. ## Frequently asked questions ### What is AlphaBoard? Institutional memory for Indian investment firms. Analysts log every concall, AGM, broker report and management meeting against the company it belongs to. The Matrix shows that work on one timeline across every analyst and company, the Thinking Board is where data and notes become a published entry, and Institutional Memory lets anyone ask across the firm’s reports. ### Who is it built for? Indian PMS houses, Category II and III AIFs, family offices and venture teams: desks of three to fifty people where the person allocating capital needs to see the research without asking for it. ### Does the Matrix fill itself in? No, and that is deliberate. Entries are logged by your analysts, because the record is worth keeping only if it holds what your people actually read and thought. The Thinking Board makes logging quick: pull the data, write your view, publish. ### What can the Thinking Board pull? Concall analysis, corporate events, news, quarterly results, the income statement, balance sheet and cash flow, ratios and history, and shareholding. Each block carries the name of its source and the date it was fetched, and you can check any of them before you rely on it. ### How does the Brain answer? It reads across the PDFs in your firm’s Institutional Memory and answers with numbered sources. Open a source to read the quote behind the claim, usually with its page. Text-based PDFs work best: scanned documents without a text layer are not read yet. If your reports don’t hold the answer, it says so. ### Does it help with SEBI record-keeping? Every entry is timestamped, attributed to an analyst and kept with its rationale and attachments. That gives your compliance team a research trail to work from. AlphaBoard supports your compliance process; it does not replace your compliance officer. ### Where is our data kept, and who can see it? Every organisation is isolated by row-level security in the database, and inside a firm, visibility follows teams and roles. Documents you add to Institutional Memory are processed by Google’s Gemini to answer questions. We’ll take you through hosting regions and our subprocessors in the demo. ### Does it replace Bloomberg, Capitaline or our Excel models? No. AlphaBoard holds what the desk read, learned and decided. It sits beside the data you already pay for and the models you already build.