Keep the thesis attached to the position
Store the expected catalysts, risks, invalidators and time horizon alongside the investment decision.
Hedge funds
Institutional decision control without an institutional software estate
OneBook gives equity and ETF hedge funds a governed workflow from research and thesis to proposed orders, risk, approval and attribution—deployed privately and designed to work above the systems they already use.
Instrument Master Identity
Warehouse Facts + compute
User State Decisions
Audit Evidence
The problem
Strong investment judgement. Fragmented infrastructure.
Many emerging and mid-sized funds operate with strong investment judgement but fragmented infrastructure:
- Research in documents and email.
- Portfolio models in Excel.
- Positions from prime brokers or administrators.
- Risk in separate tools.
- Approvals and exceptions in messages.
- P&L explanation reconstructed after the event.
The result is not only operational inefficiency. The firm loses the record connecting the original idea to the final outcome.
What OneBook provides
Keep the decision record intact from thesis to return.
Test the book before the trade
Translate target weights into proposed orders and measure their effect on exposure, risk, cash and concentration.
Control exceptions without slowing the PM
Hard limits, soft warnings and waivers remain explicit and auditable.
Explain what generated the return
Trace P&L and benchmark-relative contribution back to positions, sectors and the original decision context.
Preserve the firm's investment memory
When a PM, analyst or risk officer revisits a position, the original evidence and decision state remain available.
Best-fit funds
Built first for focused public-market investment teams.
- Fundamental equity long/short.
- Concentrated long-biased funds.
- Equity and ETF strategies.
- Funds with one to five PMs.
- Firms that have outgrown spreadsheets but do not want a multi-year enterprise implementation.
OneBook is not initially positioned for derivatives-heavy, highly complex fixed-income or execution-intensive firms.
Product proof
Show the evidence, not only the promise.
Next step
Bring one position that is too large, too old, or too unclear.
Where the original thesis is not formally on record and the team would struggle to explain it — we'll show you what a Decision Packet looks like.
Request Demo