Investment Decision Governance

Protect your process.
Own your outcomes.

A sound process in the wrong environment still loses money. Hoodbook documents every decision — the thesis, the conditions, the rationale — so you can always separate what you controlled from what the market did.

See How It Works →
Always
Defensible to LPs & committees
Every
Decision linked to its conditions
Zero
Workflow replacements required
The Problem

The gap nobody
talks about.

Every investment workflow has the same missing layer. Information before the decision. Records after the decision. Nothing in between that captures why the decision was made, and whether that reasoning was sound.

📓

Your thesis lives in a notes app

Written once in a moment of conviction. Never versioned. Never linked to what the market was doing when you believed it. Invisible from the moment the order is placed.

📊

Your OMS records fills, not reasoning

Entry price, exit price, P&L. Nothing about whether the market regime was right. Nothing about the sector conditions. Nothing about what would have proven it wrong.

🔄

Reviews compare outcomes, not decisions

Monthly reviews ask "what did we buy?" not "was the decision framework followed?" So the process never actually improves — it just resets every quarter.

📉

Strategy drift goes undetected

You think you're running a trend breakout strategy. Your fills say otherwise. There's no mirror that shows you when you've drifted from the original rules.

"A manager with a sound process and a bad quarter has something to say. A manager with no documented process has nothing — just an outcome and a story they made up after."

— Hoodbook Capital, Decision Quality Framework
The System

Top-down.
All the way through.

Every decision starts at the macro level and passes through three explicit permission layers before a trigger is ever considered. The model only fires when all three layers say yes.

Layer 01

Macro View

What is the market environment? Is the regime PERMISSIVE or RESTRICTIVE? Are you operating with full exposure or reduced? No sector or model matters until this is declared.

Layer 02

Sector Selection

Given the macro view, which sectors are expressing the thesis most clearly? Relative strength ranking, trend confirmation, and leadership positioning filter the hunting ground.

Layer 03

The Model

Within selected sectors — breakout, trend continuation, mean reversion, or any custom model — with explicit entry conditions, stop rules, and invalidation criteria defined before deployment.

Thesis resolved → execution permitted

Execute & Snapshot

When the trigger fires, the current state is snapshotted — market regime, sector state, demand conditions — and stamped to the trade record. The reasoning that justified entry is preserved at the moment of execution.

OMS Integration State Capture

Review & Attribute

Outcomes are attributed to the version of thinking that produced them. Rolling expectancy, regime attribution, and strategy health flags surface whether the process is working — not just whether the market cooperated.

Performance Analytics Version Comparison
The Difference

Life before.
Life after.

🔴 Before Hoodbook Capital
Thesis exists nowhere traceableA PDF, a mental model, a conversation. Invisible from the moment capital is deployed.
Entry conditions are partly emotional"The chart looked right." No explicit gate that must be answered before the order is placed.
Performance review rewrites historyA loss becomes "the market was irrational." A win becomes genius. Learning is poisoned by hindsight.
Strategy drift has no mirrorYou believe you're systematic. Your fills tell a different story. Nobody has surfaced the contradiction.
Capital sizing is intuition, not policyPosition size decided in the moment, under pressure, without reference to market health or strategy state.
🟢 With Hoodbook Capital
Thesis is versioned and linked to fillsEvery trade references the exact DID version active at entry — traceable back to the original conviction.
Execution is already resolved before the triggerMacro → Sector → Model all answered before timing fires. The decision is mechanical when the moment arrives.
Review evaluates decisions, not outcomesWas the checklist followed? Was the regime correctly read? Learning is structural, not anecdotal.
Strategy health continuously monitoredRolling expectancy, drawdown slope, regime attribution. HEALTHY / DECAYING / BROKEN flags surface drift early.
Sizing governed by strategy health stateHEALTHY → FULL. DECAYING → REDUCED. BROKEN → ZERO. Position sizing becomes a policy, not a feeling.
System Fit

Between data
and execution.

Hoodbook Capital does not replace your OMS, your PMS, or your accounting stack. It occupies the layer that no existing vendor owns — between the moment you form a view and the moment an order enters your execution system.

Bloomberg tells you what is happening. SimCorp records what happened. Hoodbook governs what should happen, and why — before capital is committed.

Market Data
Bloomberg · FactSet · Refinitiv
Hoodbook Capital
Decision governance · Versioning · Attribution
Your Layer
Execution / OMS
Order Management · Broker · Custodian
System of Record
SimCorp · Portfolio Accounting
Governance Artifact

Mandate Authorization
before capital moves.

Every mandate authorized before capital is deployed.

The Decision Intent Document is Hoodbook's core governance artifact — a structured, versioned Investment Mandate Authorization that defines regime eligibility, capital deployment parameters, execution constraints, and circuit breakers before a single position is opened.

Each mandate carries a version number, an IC reference, and the names of the PM and Risk Officer who authorized it. Every trade in the ledger references the exact mandate version active at entry — making performance attribution traceable to the decision framework that governed it, not a narrative reconstructed after the fact.

When performance is reviewed, the question is never just "did we make money?" — it is "Did we follow the mandate? and Did the mandate perform under the conditions we faced?"

Hoodbook Capital — Investment Mandate Authorization
Approved · v2.1
IC Ref: IC-2025-047
Systematic Long Bias — US Large Cap Equity
MND-LCE-002  ·  Effective: 01-Jul-2025  ·  PM: J. Rutherford, CFA  ·  Risk Officer: M. Kwon
01 — Macro Regime Authorization
PERMISSIVE — Broad market trend confirmed; SPY > 200DMA; A/D line expanding
FULL — Up to 100% of mandate AUM. Reduced to 50% if regime degrades to NEUTRAL.
02 — Authorized Mandate Scope
XLK · XLF · XLI — Relative strength rank ≤ 3 of 11; ETF above 50DMA required
XLU · XLP prohibited in PERMISSIVE regime. All sectors suspended in RESTRICTIVE.
03 — Execution Governance
Authorized EntryPrice resolves above 8-week base on volume ≥ 1.4× 20-day average
Mandatory StopClose below base low — no discretionary override. Breach requires IC notification.
Circuit BreakerAll new entries suspended immediately upon reclassification to RESTRICTIVE
04 — Drawdown & Mandate Review Triggers
Drawdown exceeds −8R from rolling 20-trade high, or rolling expectancy < 0.0R for 2 consecutive periods
PM authority suspended pending IC review. Capital returned to cash until re-authorization issued.
Ideal User

Built for allocators
who want a process.

Hoodbook is a decision governance system for active investors — designed to monitor process quality, performance attribution, and mandate discipline.

Strong Fit

Wealth Management

Advisors managing discretionary mandates for high-net-worth clients need to demonstrate that every allocation decision was deliberate and defensible — not just that returns were positive. Hoodbook provides the documented rationale that protects the advisor-client relationship when markets turn.

Profile: Discretionary mandates · Client reporting · Compliance trail

Best Fit

Family Office

The principal is often the PM and the compliance officer simultaneously. A bad process costs real family wealth across generations. Hoodbook gives them the institutional governance framework they've never had time to build alone.

AUM range: $50M – $500M · Decision maker: Principal or CIO

Strong Fit

Hedge Fund / RIA

Running 1–3 strategies with a small team. LPs and regulators are asking harder questions about process discipline. Hoodbook provides a defensible answer: every position is governed by a versioned mandate, documented before capital was committed.

AUM range: $100M – $2B · Audience: LPs, compliance, IC

Get Started

Request a private overview.

15 minutes to confirm fit for your investment process. No pitch. No deck. We map your current decision workflow and show you exactly where Hoodbook adds clarity.

Reviewed within 48 hours · Toronto, ON · hoodbook.ca

We use essential cookies to operate this website and optional analytics cookies to understand site usage and improve performance. By clicking “Accept All,” you consent to the use of optional cookies. See our Privacy Policy for more information.