# For family office investment teams

> 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.

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

1. **Direct holdings.** Every listed holding and watchlist name gets a record with its filings, reports and notes.
2. **External managers.** Meetings with PMS and AIF managers are logged like any other research, with follow-ups.
3. **Advisor research.** Broker and advisor reports are uploaded once and answered from by Institutional Memory.
4. **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.

## Questions

### 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.

Book a demo: https://alphaboard-landing.pages.dev/demo · Section: Solutions