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Monday.com Work OS from Monday.com
Customizable workflows, timeline tracking, collaboration tools, and integrated communication options. It includes dashboards and reports tailored for efficient meeting management in investment committees.
Product analysis by function
Meeting Management Systems for Investment Committee
Solutions for organizing investment committee meetings, distributing materials securely, recording decisions, and tracking follow-up actions.
More Meeting Management Systems
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Meeting Scheduling and Management
(10 Yes /10 Known /11 Possible features)
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Automated Scheduling Automatically finds suitable dates and times for meetings based on participants' availability. |
Monday.com supports automated scheduling via workflow automations and timeline management tools. | |
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Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar). |
Supports integration with Google, Outlook, and other calendar platforms. | |
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Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings). |
Recurring tasks/meetings are available using automations. | |
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Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency. |
Predefined templates allow quick setup for meeting types, agendas, and attendees. | |
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Agenda Creation Facilitates the creation and editing of meeting agendas. |
Allows custom agenda creation with drag-and-drop and editing functionality. | |
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Time Zone Support Handles participants across multiple time zones. |
Handles multiple time zones for meetings and task deadlines. | |
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RSVP Tracking Tracks attendance confirmations and responses. |
RSVP and attendance tracking possible via boards and automations. | |
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Participant Cap Maximum number of participants supported per meeting. |
No information available | |
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Invitation Controls Granular control over who can be invited and see meeting details. |
User and guest controls available for sharing and visibility per meeting. | |
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Reminders and Notifications Automatic reminders and notifications for upcoming meetings. |
Reminders and notifications are supported via in-app and email automations. | |
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Dedicated Meeting Links Unique video or in-person links for each scheduled meeting. |
Unique shareable links and integrated video conferencing per event/meeting. |
Secure Document Distribution
(9 Yes /9 Known /11 Possible features)
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Encrypted File Storage All documents are stored using encryption both at rest and in transit. |
All file uploads are encrypted at rest and in transit (SOC 2 attestation). | |
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Granular Access Controls Set who can view, download, and edit specific documents. |
Granular permissions for viewing, editing, and downloading files are available. | |
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Secure Document Sharing Distribute materials with secure links or within a protected portal. |
Secure sharing through protected guest links and member portals. | |
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Version Control Track changes and revisions to committee documents. |
File version control can be enabled for document collaboration. | |
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Watermarking Add individualized watermarks to distributed documents for security and traceability. |
No information available | |
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Download Restrictions Ability to restrict downloads or printouts of sensitive files. |
Admins can restrict file downloads and limit sharing externally. | |
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Expiry of Access Set expiration dates for document access. |
Access can be set to expire automatically using automations or manual date entry. | |
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Audit Trails Logging of all document access, downloads, and changes for compliance. |
Audit logs available for file accesses and changes, in line with compliance standards. | |
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Batch Uploads Upload multiple documents at once for meeting preparation. |
Batch uploads are supported for documents and file attachments. | |
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Document Previews Preview documents within the platform without download. |
In-platform document preview features available. | |
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Attachment Size Limit Maximum size of attachments/documents supported. |
No information available |
Voting and Decision Recording
(8 Yes /8 Known /10 Possible features)
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Digital Voting Real-time or asynchronous voting on proposals and agenda items. |
Voting/polling modules and third-party integrations support digital voting. | |
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Anonymous Voting Maintains anonymity of voters if required for certain decisions. |
No information available | |
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Weighted Voting Supports varied voting weights per committee member. |
Weighted voting can be configured via board columns or custom apps. | |
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Voting Deadline Set deadlines for vote submission. |
Voting deadlines supported using automation rules. | |
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Decision Logging Automatically records decisions and outcomes for audit. |
Decisions and vote outcomes are tracked and exported via reporting. | |
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Approval Thresholds Define criteria for majority or super-majority approval. |
Approval conditions (majority, super-majority) can be set per voting workflow. | |
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Result Notification Notifies stakeholders of decision outcomes automatically. |
Automated notifications: stakeholders receive outcome notifications post-decision. | |
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Commenting on Votes Allows members to annotate their vote selections. |
Commenting is available on all updates including votes and task changes. | |
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Decision Export Export voting records and decisions for offline storage or compliance. |
Ability to export vote records and decision logs for archiving. | |
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Voting Participant Limit Maximum number of active voting participants supported. |
No information available |
Action Item Tracking and Follow-Up
(8 Yes /8 Known /9 Possible features)
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Action Item Assignment Assign next steps and responsibilities to individuals or groups. |
Tasks and next steps can be assigned to users based on meeting outcomes. | |
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Due Date Tracking Assign and monitor deadlines for action items. |
Due dates can be set and tracked on any action item. | |
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Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action. |
Progress statuses (not started, in progress, done) are available for action tracking. | |
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Automated Reminders Send email or in-app reminders as action item deadlines approach. |
Automated reminders are issued for approaching deadlines. | |
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Responsibility Reassignment Allows transfer or reassignment of tasks if needed. |
Task responsibilities are easily reassignable via drag-and-drop or owner change. | |
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Action Item Cap Maximum number of open action items per meeting supported. |
No information available | |
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Completion Reporting Generate reports of outstanding and completed action items. |
Completion status can be reported and exported for any board or action log. | |
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Commenting on Actions Participants can leave comments or updates on actions assigned. |
Commenting enabled on all action items for updates or clarification. | |
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Audit Logs for Actions Maintain a log of updates on all action items for compliance. |
All item changes and comments are logged and timestamped. |
User Roles and Permissions
(9 Yes /9 Known /10 Possible features)
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Role-Based Access Controls Define roles (e.g., chair, member, guest) and their permission sets. |
Role-based access and permission sets supported for board access. | |
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Custom User Roles Create organization-specific roles as needed. |
Admins can create custom user roles. | |
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Temporary Access Grant time-limited access to external guests or observers. |
Temporary guest/collaborator access is available with expiration. | |
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Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes. |
Read-only permissions are assignable to any user or guest. | |
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Audit Logs for Permissions Changes Records all changes made to roles and permissions. |
Audit logs are maintained for permission and role changes. | |
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Permission Cap Maximum number of distinct user roles supported. |
No information available | |
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Single Sign-On (SSO) Integrates with corporate SSO solutions for secure login. |
Supports enterprise SSO integration (Okta, Azure AD, etc.) | |
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Multi-Factor Authentication (MFA) Supports MFA for enhanced login security. |
Multi-factor authentication available for security. | |
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User Deactivation/Deletion Admins can revoke access instantly. |
Admins can immediately deactivate or delete user access. | |
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Privacy Mode Hide certain meeting details from non-privileged participants. |
Boards or groups may be hidden from certain non-privileged user types. |
Compliance and Auditing
(7 Yes /7 Known /8 Possible features)
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Full Audit Trail Comprehensive activity and access logging for all users. |
Comprehensive user and action logging is standard. | |
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Regulatory Audit Exports Generate audit-ready exports on-demand in standard formats. |
Audit-ready exports available for board activity and access. | |
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Meeting Minutes Archiving Permanent storage of meeting minutes, agendas, and resolutions. |
Minutes, agendas, and documents are archived for future access. | |
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Retention Policy Management Automate retention and deletion schedules based on internal policies. |
Retention and deletion of items can be automated based on policy. | |
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Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001). |
Monday.com is SOC 2 certified and externally audited. | |
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e-Signature Support Legally binding electronic signatures for resolutions and approvals. |
Integrates with major e-signature providers (DocuSign, etc.). | |
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Data Residency Controls Specify geographic location where data is stored for regulatory reasons. |
No information available | |
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Custom Audit Report Generation Create filtered or tailored audit reports. |
Custom audit reports and exports can be generated. |
Search and Knowledge Management
(7 Yes /7 Known /7 Possible features)
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Full-Text Search Search all meeting materials, minutes, and decisions. |
Full-text search available for boards, updates, and files. | |
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Tagging and Categorization Apply tags or categories to meetings and documents. |
Tags, categories, and custom labels are supported for sorting and organization. | |
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Meeting Archive Browser Browse archived meetings by year, fund, or theme. |
Archive browser with filters is standard. | |
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Decision Tracking Quickly find past decisions by deal, company, or date. |
Decision and voting history easily trackable per board or item. | |
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Advanced Filtering Filter records by participants, topics, or vote outcomes. |
Advanced filters supported by participant, tag, or voting result. | |
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Knowledge Base Integration Link or reference materials in a centralized knowledge base. |
Knowledge base integration is possible through column links and integrations. | |
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Attachment Search Search the text within attached documents when possible. |
Search within attachments is supported (OCR not guaranteed for images). |
Collaboration and Communication
(6 Yes /6 Known /8 Possible features)
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Discussion Threads Dedicated discussion channels for agenda items or proposals. |
Discussion threads available as updates or dedicated communication columns. | |
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Commenting on Materials Inline or sidebar comments directly on shared documents. |
Inline or comment sidebar available for files and documents. | |
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Real-Time Chat Instant messaging embedded within the meeting portal. |
Embedded real-time chat via workdocs and comment threads. | |
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Polls and Surveys Lightweight polls for informal feedback before decisions. |
Polling and survey apps or columns can be embedded. | |
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Email Notifications Automated email updates for mentions, assignments, or changes. |
Automated and manual email notifications for mentions, assignments, and changes. | |
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Mentions and Alerts Notify specific members via @mentions or priority alerts. |
@mentions and alerts available in comments and boards. | |
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External Guest Messaging Allow communication with invited external guests in a controlled fashion. |
No information available | |
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Live Chat Cap Maximum number of simultaneous chat participants supported. |
No information available |
Integrations and Platform Compatibility
(7 Yes /7 Known /8 Possible features)
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Calendar System Integration Sync with leading calendar platforms for seamless scheduling. |
Calendar integration with Google, Outlook, and iCal. | |
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Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage. |
Google Drive, Dropbox, OneDrive, and Box integrations exist for document management. | |
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CRM Integration Integrate with investment management or CRM platforms. |
CRM integrations are available via Marketplace and API. | |
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API Access REST or GraphQL APIs for custom integrations. |
Open API (REST) and GraphQL for custom integrations. | |
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Mobile Application Native apps for iOS and Android for on-the-go access. |
Native mobile apps exist for iOS and Android. | |
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Web Browser Support Runs on all modern browsers with full functionality. |
Full support for all modern web browsers. | |
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Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings. |
Video conferencing with Zoom, Teams, and others is supported via integration. | |
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Integration Cap Maximum number of third-party integrations supported. |
No information available |
Reporting and Analytics
(7 Yes /7 Known /8 Possible features)
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Meeting Attendance Reports Generate and export attendance logs over custom periods. |
Attendance tracking and custom reports exportable. | |
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Decision Analytics Analytics on votes, participation, and time to decisions. |
Board and voting analytics available through native dashboard widgets. | |
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Action Item Completion Metrics Measure percentage and average time to complete follow-ups. |
Action item metrics are supported in dashboards and reports. | |
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Custom Report Builder Build tailored reports for internal or LP needs. |
Custom report builder is part of advanced and enterprise plans. | |
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Export to Excel/CSV Export all data for advanced external analysis. |
Data export to Excel/CSV is supported platform-wide. | |
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Dashboard Customization Configure analytics dashboards by user or team. |
Dashboards and analytics widgets are customizable per user and team. | |
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Data Visualization Tools Charts, graphs, and other visual aids for trends and history. |
Charts, graphs, and visualization widgets are native to the dashboard. | |
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Reporting Cap Maximum number of custom reports that can be created and stored. |
No information available |
Usability and Support
(7 Yes /7 Known /8 Possible features)
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Intuitive User Interface Modern, easy-to-understand UI for all users. |
UI is highly rated for usability, customization, and clarity by third-party reviewers. | |
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Onboarding Assistance Guided setup or training for efficient adoption. |
Dedicated onboarding paths, templates, and help guides for new customers. | |
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Contextual Help Tooltip, guides, and FAQs available within the interface. |
Contextual help, tooltips, and in-platform FAQs are available. | |
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24/7 Support Live support available at any time. |
24/7 support for enterprise plans and in-app support/ticketing for all users. | |
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Multi-Language Support Platform available in multiple languages. |
Multiple language options supported for the platform UI. | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
WCAG 2.1 compliance and accessibility features ensured. | |
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Self-Service Knowledge Base Extensive online documentation and troubleshooting resources. |
Online knowledge base with extensive product documentation. | |
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Uptime SLA Service-level agreement on uptime guarantee. |
No information available |
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