This solution offers collaborative meeting agendas, action items, automation workflows, and real-time updates to keep investment committees aligned and informed.
Solutions for organizing investment committee meetings, distributing materials securely, recording decisions, and tracking follow-up actions.
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Automated Scheduling Automatically finds suitable dates and times for meetings based on participants' availability. |
The product description mentions automation workflows and real-time scheduling capabilities, indicating support for automated scheduling. | |
Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar). |
SmartSheet integrates with external calendars including Google and Outlook, supporting calendar integration. | |
Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings). |
Recurring meetings can be set up via SmartSheet workflows and recurring tasks. | |
Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency. |
Templates, including reusable meeting templates and predefined attendee groups, are a core feature. | |
Agenda Creation Facilitates the creation and editing of meeting agendas. |
Collaborative agendas and agenda creation/editing are explicitly mentioned. | |
Time Zone Support Handles participants across multiple time zones. |
Timezone support is built in to SmartSheet meetings and scheduling tools. | |
RSVP Tracking Tracks attendance confirmations and responses. |
RSVP tracking available through Smartsheet Forms and automation. | |
Participant Cap Maximum number of participants supported per meeting. |
No information available | |
Invitation Controls Granular control over who can be invited and see meeting details. |
Smartsheet supports permissions and visibility for invitations at a granular level. | |
Reminders and Notifications Automatic reminders and notifications for upcoming meetings. |
Automated reminders and notifications are supported via workflow automations. | |
Dedicated Meeting Links Unique video or in-person links for each scheduled meeting. |
No information available |
Encrypted File Storage All documents are stored using encryption both at rest and in transit. |
All attachments in Smartsheet are encrypted at rest and in transit as per security documentation. | |
Granular Access Controls Set who can view, download, and edit specific documents. |
Granular access and permissions controls are available for sheets, documents, and folders. | |
Secure Document Sharing Distribute materials with secure links or within a protected portal. |
Documents (attachments) can be shared securely via protected links and workspace permissions. | |
Version Control Track changes and revisions to committee documents. |
Version control is available via Smartsheet's attachment history and sheet versioning. | |
Watermarking Add individualized watermarks to distributed documents for security and traceability. |
No information available | |
Download Restrictions Ability to restrict downloads or printouts of sensitive files. |
Permissions can restrict downloads or access to attachments. | |
Expiry of Access Set expiration dates for document access. |
Access to documents can be time-limited via permission settings and automation. | |
Audit Trails Logging of all document access, downloads, and changes for compliance. |
Automated activity and access logs are provided for audit. | |
Batch Uploads Upload multiple documents at once for meeting preparation. |
Batch uploads are supported through attachments and import tools. | |
Document Previews Preview documents within the platform without download. |
Documents can be previewed online within Smartsheet without downloading. | |
Attachment Size Limit Maximum size of attachments/documents supported. |
No information available |
Digital Voting Real-time or asynchronous voting on proposals and agenda items. |
No information available | |
Anonymous Voting Maintains anonymity of voters if required for certain decisions. |
No information available | |
Weighted Voting Supports varied voting weights per committee member. |
No information available | |
Voting Deadline Set deadlines for vote submission. |
No information available | |
Decision Logging Automatically records decisions and outcomes for audit. |
Decisions can be logged as actions and outcomes within sheets. | |
Approval Thresholds Define criteria for majority or super-majority approval. |
No information available | |
Result Notification Notifies stakeholders of decision outcomes automatically. |
Smartsheet offers automated notifications and alerts to stakeholders for key changes/outcomes. | |
Commenting on Votes Allows members to annotate their vote selections. |
Action items and comments can be annotated within rows. | |
Decision Export Export voting records and decisions for offline storage or compliance. |
Reports and sheets can be exported for record-keeping. | |
Voting Participant Limit Maximum number of active voting participants supported. |
No information available |
Action Item Assignment Assign next steps and responsibilities to individuals or groups. |
Tasks and action items can be directly assigned in sheets to individuals or groups. | |
Due Date Tracking Assign and monitor deadlines for action items. |
Due dates can be set and tracked for all action items. | |
Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action. |
Progress status is a standard column type and can track completion. | |
Automated Reminders Send email or in-app reminders as action item deadlines approach. |
Automated reminders are a built-in workflow feature. | |
Responsibility Reassignment Allows transfer or reassignment of tasks if needed. |
Responsibility can be reassigned in real time on rows and tasks. | |
Action Item Cap Maximum number of open action items per meeting supported. |
No information available | |
Completion Reporting Generate reports of outstanding and completed action items. |
Completion reporting is supported via reports and dashboard features. | |
Commenting on Actions Participants can leave comments or updates on actions assigned. |
Comments can be added and tracked on each action/task. | |
Audit Logs for Actions Maintain a log of updates on all action items for compliance. |
Audit logs are maintained for each action item in the system. |
Role-Based Access Controls Define roles (e.g., chair, member, guest) and their permission sets. |
Role-based access controls are supported via workspace, group, and sheet permissions. | |
Custom User Roles Create organization-specific roles as needed. |
Custom user roles (admin, editor, viewer, etc.) can be defined within SmartSheet. | |
Temporary Access Grant time-limited access to external guests or observers. |
Temporary access is supported for guest users or external collaborators. | |
Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes. |
Read-only permissions can be assigned to users. | |
Audit Logs for Permissions Changes Records all changes made to roles and permissions. |
Permission changes are tracked in audit logs and version history. | |
Permission Cap Maximum number of distinct user roles supported. |
No information available | |
Single Sign-On (SSO) Integrates with corporate SSO solutions for secure login. |
Single sign-on (SSO) is supported via integration with SAML providers. | |
Multi-Factor Authentication (MFA) Supports MFA for enhanced login security. |
Multi-Factor Authentication (MFA) is supported for enhanced security. | |
User Deactivation/Deletion Admins can revoke access instantly. |
User accounts can be deactivated/deleted immediately by administrators. | |
Privacy Mode Hide certain meeting details from non-privileged participants. |
Privacy controls can be enforced to hide details from non-privileged users. |
Full Audit Trail Comprehensive activity and access logging for all users. |
Full audit trail available for user activity and access. | |
Regulatory Audit Exports Generate audit-ready exports on-demand in standard formats. |
Regulatory audit exports can be generated from logs and activity records. | |
Meeting Minutes Archiving Permanent storage of meeting minutes, agendas, and resolutions. |
Meeting minutes, agendas, and related documents can be archived for compliance. | |
Retention Policy Management Automate retention and deletion schedules based on internal policies. |
Retention policies are configurable for automatic document deletion/archival. | |
Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001). |
Smartsheet has achieved SOC 2 and ISO 27001 certifications. | |
e-Signature Support Legally binding electronic signatures for resolutions and approvals. |
e-Signature integrations (DocuSign, Adobe Sign) are available. | |
Data Residency Controls Specify geographic location where data is stored for regulatory reasons. |
Data residency and storage location controls supported for enterprise accounts. | |
Custom Audit Report Generation Create filtered or tailored audit reports. |
Custom audit reports can be generated using filters and custom dashboard/report builder. |
Full-Text Search Search all meeting materials, minutes, and decisions. |
Full-text search is a core feature for all documents and data. | |
Tagging and Categorization Apply tags or categories to meetings and documents. |
Tagging and categorization available via metadata and custom columns. | |
Meeting Archive Browser Browse archived meetings by year, fund, or theme. |
Archived meetings and records can be browsed and organized by year, topic, etc. | |
Decision Tracking Quickly find past decisions by deal, company, or date. |
Past decisions and outcomes can be searched by project or meeting sheet. | |
Advanced Filtering Filter records by participants, topics, or vote outcomes. |
Advanced filtering is offered on all sheets, reports, and dashboards. | |
Knowledge Base Integration Link or reference materials in a centralized knowledge base. |
Knowledge base linking possible via Smartsheet integration apps and comments. | |
Attachment Search Search the text within attached documents when possible. |
No information available |
Discussion Threads Dedicated discussion channels for agenda items or proposals. |
Discussion threads and comment streams are available for agenda items. | |
Commenting on Materials Inline or sidebar comments directly on shared documents. |
Users can leave comments on any shared document or agenda item. | |
Real-Time Chat Instant messaging embedded within the meeting portal. |
Real-time chat is available through Smartsheet Conversations feature. | |
Polls and Surveys Lightweight polls for informal feedback before decisions. |
Polls and lightweight surveys can be created using Smartsheet Forms. | |
Email Notifications Automated email updates for mentions, assignments, or changes. |
Email notifications are built in for assignments and changes. | |
Mentions and Alerts Notify specific members via @mentions or priority alerts. |
Mentions and @alerts are supported for notifying users. | |
External Guest Messaging Allow communication with invited external guests in a controlled fashion. |
External guest messaging is possible via guest invitations and discussions. | |
Live Chat Cap Maximum number of simultaneous chat participants supported. |
No information available |
Calendar System Integration Sync with leading calendar platforms for seamless scheduling. |
Integration with Google, Outlook, and other calendars is available. | |
Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage. |
Integration with Dropbox, Box, SharePoint, Google Drive is supported. | |
CRM Integration Integrate with investment management or CRM platforms. |
No information available | |
API Access REST or GraphQL APIs for custom integrations. |
API access (REST API) is available for custom integrations. | |
Mobile Application Native apps for iOS and Android for on-the-go access. |
Native mobile applications for iOS and Android. | |
Web Browser Support Runs on all modern browsers with full functionality. |
Works in all modern web browsers. | |
Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings. |
Video conferencing not native, but can integrate with Zoom/Teams via links, automations, and integrations. | |
Integration Cap Maximum number of third-party integrations supported. |
No information available |
Meeting Attendance Reports Generate and export attendance logs over custom periods. |
Attendance and participation reports can be generated and exported. | |
Decision Analytics Analytics on votes, participation, and time to decisions. |
Decision analytics can be created via dashboards and formulas. | |
Action Item Completion Metrics Measure percentage and average time to complete follow-ups. |
Metrics on completion rates and deadlines can be tracked using reports. | |
Custom Report Builder Build tailored reports for internal or LP needs. |
Custom reports can be created using the report builder. | |
Export to Excel/CSV Export all data for advanced external analysis. |
Export to Excel and CSV is a standard feature. | |
Dashboard Customization Configure analytics dashboards by user or team. |
Dashboards can be customized by user/role. | |
Data Visualization Tools Charts, graphs, and other visual aids for trends and history. |
Dashboards/charts/graphs available for visualization. | |
Reporting Cap Maximum number of custom reports that can be created and stored. |
No information available |
Intuitive User Interface Modern, easy-to-understand UI for all users. |
Modern, intuitive user interface is a core value proposition. | |
Onboarding Assistance Guided setup or training for efficient adoption. |
Onboarding tour, help resources, and professional services available. | |
Contextual Help Tooltip, guides, and FAQs available within the interface. |
Contextual help (help icons, integrated documentation) built in. | |
24/7 Support Live support available at any time. |
Smartsheet offers 24/7 support for enterprise plans. | |
Multi-Language Support Platform available in multiple languages. |
Multi-language UI and documentation supported. | |
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
Accessibility compliance stated in their accessibility statement (supports WCAG). | |
Self-Service Knowledge Base Extensive online documentation and troubleshooting resources. |
Extensive online documentation, knowledge base, and videos available. | |
Uptime SLA Service-level agreement on uptime guarantee. |
No information available |
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