at Financial Technnology Year
Please contact them if you have any questions.
Airtable for Project Management from Airtable
Flexible database capabilities with customizable templates for meeting agendas and notes, collaboration tools for team communication, and visual project tracking features.
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
More Investment Committee ...
Meeting Scheduling and Management
(9 Yes /9 Known /11 Possible features)
|
Automated Scheduling Automatically finds suitable dates and times for meetings based on participants' availability. |
Airtable automations and calendar views allow for automated scheduling and date selection via formulas and integrations. | |
|
Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar). |
Airtable natively integrates with Google Calendar and Outlook calendars via out-of-the-box or third-party integration. | |
|
Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings). |
Supports recurring records, which can be configured via automation scripts or calendar workflows. | |
|
Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency. |
Templates for meetings enable reuse of agenda and attendee lists. | |
|
Agenda Creation Facilitates the creation and editing of meeting agendas. |
Templates and rich-text fields enable creation and editing of agendas. | |
|
Time Zone Support Handles participants across multiple time zones. |
Customizable fields and date handling allow time zone support via formulas/settings. | |
|
RSVP Tracking Tracks attendance confirmations and responses. |
RSVP tracking can be managed using records and forms per attendee. | |
|
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. |
Granular control using views, sharing permissions, and filtered forms to manage invitation details. | |
|
Reminders and Notifications Automatic reminders and notifications for upcoming meetings. |
Automations can send email or app reminders for meetings. | |
|
Dedicated Meeting Links Unique video or in-person links for each scheduled meeting. |
No information available |
Secure Document Distribution
(6 Yes /6 Known /11 Possible features)
|
Encrypted File Storage All documents are stored using encryption both at rest and in transit. |
No information available | |
|
Granular Access Controls Set who can view, download, and edit specific documents. |
Document access can be managed at the workspace/base/record level using Airtable permissions. | |
|
Secure Document Sharing Distribute materials with secure links or within a protected portal. |
Documents/files can be shared through Airtable record sharing or forms with protected links. | |
|
Version Control Track changes and revisions to committee documents. |
Revision history is available in field and record history, providing version control. | |
|
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. |
No information available | |
|
Expiry of Access Set expiration dates for document access. |
No information available | |
|
Audit Trails Logging of all document access, downloads, and changes for compliance. |
Airtable keeps activity logs per record and document change, suitable for basic audit trails. | |
|
Batch Uploads Upload multiple documents at once for meeting preparation. |
Multiple files can be uploaded via batch into Airtable attachments fields. | |
|
Document Previews Preview documents within the platform without download. |
Files can be previewed in-UI directly from the attachments field. | |
|
Attachment Size Limit Maximum size of attachments/documents supported. |
No information available |
Voting and Decision Recording
(6 Yes /6 Known /10 Possible features)
|
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. |
Date fields, forms, and automations can enforce voting deadlines in custom workflows. | |
|
Decision Logging Automatically records decisions and outcomes for audit. |
Decisions can be logged automatically as records, and automations can log results. | |
|
Approval Thresholds Define criteria for majority or super-majority approval. |
Approval thresholds can be configured using formulas and filtered views. | |
|
Result Notification Notifies stakeholders of decision outcomes automatically. |
Automations or manual notifications can be set up to notify stakeholders of outcomes. | |
|
Commenting on Votes Allows members to annotate their vote selections. |
Comments can be captured using comment fields or using the record comments feature. | |
|
Decision Export Export voting records and decisions for offline storage or compliance. |
Records (voting, decisions, etc.) can be exported to CSV or Excel. | |
|
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)
|
Action Item Assignment Assign next steps and responsibilities to individuals or groups. |
Action items can be assigned as records to individuals, tracked for responsibility. | |
|
Due Date Tracking Assign and monitor deadlines for action items. |
Due dates can be set with date fields and reminders via automation. | |
|
Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action. |
Progress (status) can be tracked using select fields. | |
|
Automated Reminders Send email or in-app reminders as action item deadlines approach. |
Email reminders for approaching deadlines are supported via automations. | |
|
Responsibility Reassignment Allows transfer or reassignment of tasks if needed. |
Tasks can be reassigned by changing the assigned user field. | |
|
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 of action items can be reported using views and summary formulas. | |
|
Commenting on Actions Participants can leave comments or updates on actions assigned. |
Comments may be added to records or via the comment log feature. | |
|
Audit Logs for Actions Maintain a log of updates on all action items for compliance. |
Record and field-level change logging is available for compliance. |
User Roles and Permissions
(7 Yes /7 Known /10 Possible features)
|
Role-Based Access Controls Define roles (e.g., chair, member, guest) and their permission sets. |
Airtable has role-based access controls (Creator, Editor, Commenter, Read-only). | |
|
Custom User Roles Create organization-specific roles as needed. |
Custom user roles can be simulated with view and permission configurations. | |
|
Temporary Access Grant time-limited access to external guests or observers. |
External users can be invited with expiring links or temporary workspace access. | |
|
Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes. |
Read-only permissions available at workspace and base level. | |
|
Audit Logs for Permissions Changes Records all changes made to roles and permissions. |
No information available | |
|
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) supported for Enterprise plans. | |
|
Multi-Factor Authentication (MFA) Supports MFA for enhanced login security. |
Airtable supports Multi-Factor Authentication (MFA) via integrations. | |
|
User Deactivation/Deletion Admins can revoke access instantly. |
Admins can deactivate or remove users instantly. | |
|
Privacy Mode Hide certain meeting details from non-privileged participants. |
No information available |
Compliance and Auditing
(4 Yes /4 Known /8 Possible features)
|
Full Audit Trail Comprehensive activity and access logging for all users. |
All actions and access are logged for compliance. | |
|
Regulatory Audit Exports Generate audit-ready exports on-demand in standard formats. |
Audit logs can be exported as needed. | |
|
Meeting Minutes Archiving Permanent storage of meeting minutes, agendas, and resolutions. |
Data can be archived and retained depending on workspace settings. | |
|
Retention Policy Management Automate retention and deletion schedules based on internal policies. |
No information available | |
|
Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001). |
No information available | |
|
e-Signature Support Legally binding electronic signatures for resolutions and approvals. |
E-signature solutions are available via Airtable integrations (e.g., DocuSign, HelloSign integrations). | |
|
Data Residency Controls Specify geographic location where data is stored for regulatory reasons. |
No information available | |
|
Custom Audit Report Generation Create filtered or tailored audit reports. |
No information available |
Search and Knowledge Management
(7 Yes /7 Known /7 Possible features)
|
Full-Text Search Search all meeting materials, minutes, and decisions. |
Airtable supports full-text search on all content within a base. | |
|
Tagging and Categorization Apply tags or categories to meetings and documents. |
Records, meetings, and documents can be tagged and categorized via fields. | |
|
Meeting Archive Browser Browse archived meetings by year, fund, or theme. |
Archived meetings can be organized/browsed using filtered views and categories. | |
|
Decision Tracking Quickly find past decisions by deal, company, or date. |
Historic decision records are searchable and categorized by tags/fields. | |
|
Advanced Filtering Filter records by participants, topics, or vote outcomes. |
Records can be filtered by any field, including participants, topics, or outcomes. | |
|
Knowledge Base Integration Link or reference materials in a centralized knowledge base. |
Knowledge base links can be added to records or accessed via formula/link fields. | |
|
Attachment Search Search the text within attached documents when possible. |
Search supports attachment content where integrated OCR/indexing is supported; partial via external integration. |
Collaboration and Communication
(5 Yes /5 Known /8 Possible features)
|
Discussion Threads Dedicated discussion channels for agenda items or proposals. |
Discussion fields and comment logs can be used for agenda items, serving as threads. | |
|
Commenting on Materials Inline or sidebar comments directly on shared documents. |
Commenting on records, attachments, and materials is supported. | |
|
Real-Time Chat Instant messaging embedded within the meeting portal. |
No information available | |
|
Polls and Surveys Lightweight polls for informal feedback before decisions. |
No information available | |
|
Email Notifications Automated email updates for mentions, assignments, or changes. |
Airtable automations and notifications send email for any updates, assignments, or mentions. | |
|
Mentions and Alerts Notify specific members via @mentions or priority alerts. |
@mentions supported and priority alerts can be set via automations/webhooks. | |
|
External Guest Messaging Allow communication with invited external guests in a controlled fashion. |
Guests can be sent messages or invited to collaborate with controlled permissions. | |
|
Live Chat Cap Maximum number of simultaneous chat participants supported. |
No information available |
Integrations and Platform Compatibility
(5 Yes /5 Known /8 Possible features)
|
Calendar System Integration Sync with leading calendar platforms for seamless scheduling. |
Calendar integration is supported through direct and third-party connectors. | |
|
Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage. |
Integration with Google Drive, Dropbox, and Box is supported for file storage. | |
|
CRM Integration Integrate with investment management or CRM platforms. |
No information available | |
|
API Access REST or GraphQL APIs for custom integrations. |
REST API access is available in all paid plans. | |
|
Mobile Application Native apps for iOS and Android for on-the-go access. |
Native iOS and Android apps are available. | |
|
Web Browser Support Runs on all modern browsers with full functionality. |
Airtable is web-based, accessible via all modern web browsers. | |
|
Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings. |
No information available | |
|
Integration Cap Maximum number of third-party integrations supported. |
No information available |
Reporting and Analytics
(7 Yes /7 Known /8 Possible features)
|
Meeting Attendance Reports Generate and export attendance logs over custom periods. |
Meeting attendance and changes can be logged and exported as reports. | |
|
Decision Analytics Analytics on votes, participation, and time to decisions. |
Decisions and status changes can be analyzed with summary blocks and scripting. | |
|
Action Item Completion Metrics Measure percentage and average time to complete follow-ups. |
Action item completion times, averages, and rates can be tracked with custom formulas. | |
|
Custom Report Builder Build tailored reports for internal or LP needs. |
Custom reporting is possible using dashboard blocks and Airtable interfaces. | |
|
Export to Excel/CSV Export all data for advanced external analysis. |
Data can be exported directly to Excel/CSV. | |
|
Dashboard Customization Configure analytics dashboards by user or team. |
Users can build personalized dashboards using Interfaces and reporting blocks. | |
|
Data Visualization Tools Charts, graphs, and other visual aids for trends and history. |
Interfaces support data visualization; blocks for charts and reporting are available. | |
|
Reporting Cap Maximum number of custom reports that can be created and stored. |
No information available |
Usability and Support
(5 Yes /5 Known /8 Possible features)
|
Intuitive User Interface Modern, easy-to-understand UI for all users. |
Airtable emphasizes a modern, user-friendly UI. | |
|
Onboarding Assistance Guided setup or training for efficient adoption. |
Onboarding support and guided templates are available. | |
|
Contextual Help Tooltip, guides, and FAQs available within the interface. |
Contextual help, guides, and FAQs are available within the UI. | |
|
24/7 Support Live support available at any time. |
No information available | |
|
Multi-Language Support Platform available in multiple languages. |
No information available | |
|
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
Airtable states accessibility features and aims for WCAG compliance as of 2023. | |
|
Self-Service Knowledge Base Extensive online documentation and troubleshooting resources. |
Extensive documentation and knowledge base available online. | |
|
Uptime SLA Service-level agreement on uptime guarantee. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.