For family office investment teams
A 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.
What a small team carries
Advisor reports nobody reread
Broker and advisor PDFs arrive daily and disappear into email.
The principal’s question
“What do we know about this company?” takes a day of searching for a three-person team.
Manager meetings without a home
Notes from external fund managers live in personal notebooks, not next to the holdings they explain.
The family office process
Direct holdings
Every listed holding and watchlist name gets a record with its filings, reports and notes.
External managers
Meetings with PMS and AIF managers are logged like any other research, with follow-ups.
Advisor research
Broker and advisor reports are uploaded once and answered from by Institutional Memory.
The principal’s review
One screen shows what the team researched, what changed and what is waiting for a decision.
What changes for a family office
A research team’s memory, without the headcount
Institutional Memory reads the reports so a small team can answer like a large one.
Manager meetings on the record
Notes, attachments and follow-ups for every external manager you meet.
One view for the principal
Activity, open decisions and quiet holdings on one screen, without a weekly status email.
Continuity across advisors
The record stays with the family when advisors and analysts change.
Sized for a small team
Most family office teams start with a handful of users and a watchlist. AlphaBoard grows with the coverage, not with headcount.
Asked by investment teams
We have two people on research. Is this too much?
Small teams gain the most: Institutional Memory does the reading, and the record keeps everything a larger team would hold in its heads.
Can we track external fund managers?
Yes. Meetings with PMS and AIF managers are logged and kept with their notes, files and follow-ups.
Can the principal see everything without logging work?
Yes. Give the principal a portfolio manager role and the Command Center shows the team’s research and open decisions.
On the record.
Bring your watchlist and a stack of advisor reports to the demo.