For AIF investment teams
An 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.
What an AIF team rebuilds every quarter
IC memos from scratch
Each memo is reassembled from old emails, broker PDFs and a model nobody else can open.
LPs ask about process
Due diligence questionnaires ask how research is done and recorded. The honest answer is spread across inboxes.
Short books need a trail too
A short thesis rests on filings and forensic reading that are easy to lose once the position is closed.
The AIF process, step by step
Ideas
Analysts log meetings, filings and broker reports to the company record as the idea forms.
Investment committee
The IC memo links to the evidence behind it; the committee’s comments and decision are kept with it.
Monitoring
Every concall and disclosure after entry lands on the same record, and quiet names are flagged.
LP reporting
Show LPs a dated, attributed research process instead of describing one.
Management guided export revenue to 22% of sales by FY27, up from 14%, citing two new European OEM programmes. The plant visit on 12 Sep found the second line at 60% use.
- Concall Q1 FY27p. 4
- Plant visit · S. Mehta12 Sep
- Sell-side initiationp. 11
- Annual report FY26p. 54
What changes for an AIF
One record per position
Long or short, listed or pre-IPO, the research behind every name stays together.
IC decisions on the record
Who proposed, who reviewed, what was decided and when, kept with the evidence.
Institutional Memory for the hard questions
Ask across annual reports, related-party notes and broker research, and open the sources behind the answer.
Separate strategies, one platform
Teams and roles keep strategies apart while the CIO sees across them.
Ready for the questions LPs ask
How is research recorded? Who signs off on a position? What did you know before you entered? AlphaBoard answers with the record itself. LP views of that record are on the roadmap.
Asked by investment teams
Does it work for Category III long-short funds?
Yes. Short theses are logged like long ones, against the same company record, with the same notes, files and review.
Can LPs log in?
Not yet. Today admins, portfolio managers and analysts have access. LP views of the research record are on the roadmap; tell us what your LPs ask for.
Can we keep two strategies separate?
Yes. Teams and roles decide who sees which coverage, and the CIO can see across all of it.
On the record.
Bring a recent IC memo; we will show it rebuilt on AlphaBoard.