Built around how your desk works

A PMS lives by results season, an AIF by its investment committee, a family office by the principal’s questions and a venture firm by its pipeline. AlphaBoard keeps each of them on one research record.

The Bombay Stock Exchange on Dalal Street

PMSA PMS is judged on the quality of its ideas and the discipline behind them. AlphaBoard puts both on one screen: what every analyst researched this week, and the full record behind every stock in the book.CoverageResults seasonModel portfolio decisionsClients and complianceSee how it fits
AIFAn AIF answers to an investment committee and to its LPs. AlphaBoard keeps the research behind every position, long or short, in one record, so the IC memo and the LP questionnaire start from the same evidence.IdeasInvestment committeeMonitoringLP reportingSee how it fits
Family officesA family office runs on a small team and a large inbox. AlphaBoard turns direct-equity research, manager meetings and advisor reports into one record per company, so the principal’s question gets an answer the same day.Direct holdingsExternal managersAdvisor researchThe principal’s reviewSee how it fits
Venture capitalA venture firm meets hundreds of companies to back a few. AlphaBoard keeps every founder call, partner discussion and data-room document on one record per company, and lets the whole team ask what the firm already knows.PipelineSector thesesInvestment memoPortfolioSee how it fits

On the record.

Tell us how your team works and we will load your own coverage before the call.