# For venture capital teams

> AlphaBoard gives venture teams one record per company in the pipeline: founder calls, partner meetings, sector theses and data-room documents, with an Institutional Memory that answers across all of them.

A 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.

## Where a venture firm’s knowledge goes

- **Five partners, five notebooks.** Founder call notes sit with whoever took the call. The firm meets a company twice without knowing it.
- **The thesis rebuilt for every deal.** Sector work is redone for each memo because last year’s lives in a deck nobody can find.
- **Data rooms that vanish.** When the deal closes or passes, the documents and the reasoning go with it.

## The venture process, step by step

1. **Pipeline.** Every company met gets a record: calls, notes, decks and who on the team knows it.
2. **Sector theses.** Thesis work is logged against the sector and linked to the companies it touches.
3. **Investment memo.** The memo cites the calls, documents and diligence behind it; the partners’ comments stay with it.
4. **Portfolio.** Board updates and follow-on discussions land on the same record after the cheque.

## What changes for a venture team

- **One record per company, met or backed.** The pipeline stops being a spreadsheet of names and becomes the firm’s memory.
- **Institutional Memory over decks and data rooms.** Ask what a founder said about churn last year, or which companies in the pipeline sell to the same buyer.
- **Partner meetings with the evidence.** Comments and decisions sit beside the material they were about.
- **Public comparables in the same place.** Listed peers’ filings and broker research sit beside private companies, for the comparisons memos need.

## Private markets, honestly

The research log, Matrix and Institutional Memory work for private companies today. Private-market data connectors such as Venture Intelligence and PitchBook are on the roadmap.

## Questions

### Is AlphaBoard built for listed equities only?

It began with listed-equity desks, and the record, Matrix and Institutional Memory work the same way for private companies. Private-market data feeds are on the connector roadmap.

### Can we upload data-room documents?

Yes. Upload decks, financials and diligence reports as PDFs; the Brain answers across them with numbered sources.

### Does it replace our CRM?

It holds the research and the reasoning. Keep your CRM for relationships; CRM connectors such as DealCloud and HubSpot are on the roadmap.

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