# For AIF investment teams

> 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.

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

1. **Ideas.** Analysts log meetings, filings and broker reports to the company record as the idea forms.
2. **Investment committee.** The IC memo links to the evidence behind it; the committee’s comments and decision are kept with it.
3. **Monitoring.** Every concall and disclosure after entry lands on the same record, and quiet names are flagged.
4. **LP reporting.** Show LPs a dated, attributed research process instead of describing one.

## 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.

## Questions

### 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.

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