at Financial Technnology Year
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Notion Workspaces from Notion
Unified platform for documentation, meeting notes, project planning, and task management, with collaborative features and templates customizable for investment committee requirements.
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
(4 Yes /8 Known /11 Possible features)
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Automated Scheduling Automatically finds suitable dates and times for meetings based on participants' availability. |
Not as far as we are aware.* Notion does not provide automated scheduling; scheduling is typically handled via external calendar tools. | |
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Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar). |
Notion supports embedding and syncing with Google Calendar via third-party integrations and widgets. | |
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Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings). |
Not as far as we are aware.* Recurring meetings are not inherently managed in Notion; they can be tracked with templates, but recurrence is manual. | |
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Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency. |
Supports customizable meeting templates for agendas, structures, and groups via template gallery. | |
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Agenda Creation Facilitates the creation and editing of meeting agendas. |
Meeting agendas can be easily created and edited collaboratively within Notion pages. | |
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Time Zone Support Handles participants across multiple time zones. |
No information available | |
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RSVP Tracking Tracks attendance confirmations and responses. |
Not as far as we are aware.* RSVP tracking requires integration with external tools; Notion natively does not capture attendance responses. | |
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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. |
Granular control over page access and sharing allows control over who can see meeting details. | |
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Reminders and Notifications Automatic reminders and notifications for upcoming meetings. |
Not as far as we are aware.* Notion does not provide native reminders/notifications for meetings; page updates can trigger notifications, but not scheduled meeting reminders. | |
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Dedicated Meeting Links Unique video or in-person links for each scheduled meeting. |
No information available |
Secure Document Distribution
(7 Yes /8 Known /11 Possible features)
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Encrypted File Storage All documents are stored using encryption both at rest and in transit. |
Notion data is encrypted at rest and in transit, per Notion’s security documentation. | |
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Granular Access Controls Set who can view, download, and edit specific documents. |
Granular access levels for viewing, editing, or commenting on documents. | |
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Secure Document Sharing Distribute materials with secure links or within a protected portal. |
Documents can be shared securely with specific users or teams with permission restrictions. | |
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Version Control Track changes and revisions to committee documents. |
Version history is available for all Notion pages. | |
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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. |
Not as far as we are aware.* Download restrictions can be partially managed, but print restrictions/watermarking not natively supported. | |
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Expiry of Access Set expiration dates for document access. |
No information available | |
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Audit Trails Logging of all document access, downloads, and changes for compliance. |
Page history and analytics provide logging of document changes. | |
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Batch Uploads Upload multiple documents at once for meeting preparation. |
Multiple files can be uploaded simultaneously when adding attachments. | |
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Document Previews Preview documents within the platform without download. |
Files can be previewed natively within the Notion workspace. | |
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Attachment Size Limit Maximum size of attachments/documents supported. |
No information available |
Voting and Decision Recording
(1 Yes /1 Known /10 Possible features)
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Digital Voting Real-time or asynchronous voting on proposals and agenda items. |
No information available | |
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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. |
No information available | |
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Voting Deadline Set deadlines for vote submission. |
No information available | |
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Decision Logging Automatically records decisions and outcomes for audit. |
No information available | |
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Approval Thresholds Define criteria for majority or super-majority approval. |
No information available | |
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Result Notification Notifies stakeholders of decision outcomes automatically. |
No information available | |
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Commenting on Votes Allows members to annotate their vote selections. |
No information available | |
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Decision Export Export voting records and decisions for offline storage or compliance. |
Information in tables/lists can be exported to CSV, so meeting and decision records can be exported for compliance. | |
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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. |
Action items can be assigned via checklists/tables to individuals or linked to users via mention/comments. | |
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Due Date Tracking Assign and monitor deadlines for action items. |
Due dates can be added with date properties in Notion databases. | |
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Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action. |
Status properties in databases provide progress tracking (not started/in progress/done). | |
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Automated Reminders Send email or in-app reminders as action item deadlines approach. |
Automations (via Notion or third-party tools like Zapier) can send reminders for tasks with approaching due dates. | |
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Responsibility Reassignment Allows transfer or reassignment of tasks if needed. |
Responsibility for items can be reassigned by simply editing the assignee field. | |
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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. |
Dashboards/lists can be used to generate completion reports for action items. | |
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Commenting on Actions Participants can leave comments or updates on actions assigned. |
Users can leave comments on tasks/actions directly inside Notion pages. | |
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Audit Logs for Actions Maintain a log of updates on all action items for compliance. |
Page history and comments maintain a log useful for compliance. |
User Roles and Permissions
(7 Yes /7 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 is supported with viewer/commenter/editor/owner levels. | |
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Custom User Roles Create organization-specific roles as needed. |
Admins can create custom groups/roles by setting permissions at page/database levels. | |
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Temporary Access Grant time-limited access to external guests or observers. |
Guests/external users can be given limited-time access via shared links. | |
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Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes. |
Read-only permission is available via ‘View only’ setting. | |
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Audit Logs for Permissions Changes Records all changes made to roles and permissions. |
No information available | |
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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. |
Notion offers Single Sign-On (SSO) for enterprise customers. | |
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Multi-Factor Authentication (MFA) Supports MFA for enhanced login security. |
Multi-factor authentication is supported via SSO providers (enterprise). | |
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User Deactivation/Deletion Admins can revoke access instantly. |
Admins can remove/restrict users' access instantly. | |
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Privacy Mode Hide certain meeting details from non-privileged participants. |
No information available |
Compliance and Auditing
(3 Yes /4 Known /8 Possible features)
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Full Audit Trail Comprehensive activity and access logging for all users. |
Page history, access logs, and change tracking for compliance. | |
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Regulatory Audit Exports Generate audit-ready exports on-demand in standard formats. |
No information available | |
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Meeting Minutes Archiving Permanent storage of meeting minutes, agendas, and resolutions. |
All content is versioned and stored, allowing archiving of minutes/agendas. | |
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Retention Policy Management Automate retention and deletion schedules based on internal policies. |
No information available | |
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Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001). |
Not as far as we are aware.* No explicit attestation/certification listed for SOC2/ISO; Notion discusses security but no listed compliance confirmations. | |
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e-Signature Support Legally binding electronic signatures for resolutions and approvals. |
No information available | |
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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 filtering and views allow tailored reporting for audit purposes. |
Search and Knowledge Management
(5 Yes /5 Known /7 Possible features)
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Full-Text Search Search all meeting materials, minutes, and decisions. |
Powerful search across all pages, databases, and content. | |
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Tagging and Categorization Apply tags or categories to meetings and documents. |
Tags and custom properties in databases allow tagging and categorization. | |
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Meeting Archive Browser Browse archived meetings by year, fund, or theme. |
Notion allows historical browsing by filtering and grouping (e.g., by year or category). | |
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Decision Tracking Quickly find past decisions by deal, company, or date. |
Decisions can be tracked using databases with filtering/sorting. | |
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Advanced Filtering Filter records by participants, topics, or vote outcomes. |
Advanced filtering available in database views (by participant, topic, outcome, etc.). | |
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Knowledge Base Integration Link or reference materials in a centralized knowledge base. |
No information available | |
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Attachment Search Search the text within attached documents when possible. |
No information available |
Collaboration and Communication
(5 Yes /5 Known /8 Possible features)
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Discussion Threads Dedicated discussion channels for agenda items or proposals. |
Discussion threads via comments and page discussions. | |
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Commenting on Materials Inline or sidebar comments directly on shared documents. |
Comments can be added inline or in sidebars on each page/material. | |
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Real-Time Chat Instant messaging embedded within the meeting portal. |
No information available | |
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Polls and Surveys Lightweight polls for informal feedback before decisions. |
No information available | |
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Email Notifications Automated email updates for mentions, assignments, or changes. |
Email notifications are sent for mentions, comments, shares, etc. | |
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Mentions and Alerts Notify specific members via @mentions or priority alerts. |
@mentions trigger alerts to users in Notion and by email. | |
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External Guest Messaging Allow communication with invited external guests in a controlled fashion. |
Guests can be invited and messaged via comments in Notion. | |
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Live Chat Cap Maximum number of simultaneous chat participants supported. |
No information available |
Integrations and Platform Compatibility
(5 Yes /5 Known /8 Possible features)
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Calendar System Integration Sync with leading calendar platforms for seamless scheduling. |
Can sync with Google Calendar and Outlook via widgets/integrations. | |
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Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage. |
Supports integration with major document management systems via API or third-party tools like Zapier. | |
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CRM Integration Integrate with investment management or CRM platforms. |
No information available | |
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API Access REST or GraphQL APIs for custom integrations. |
REST API available for custom integrations. | |
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Mobile Application Native apps for iOS and Android for on-the-go access. |
Native mobile apps for iOS and Android. | |
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Web Browser Support Runs on all modern browsers with full functionality. |
Accessible through all modern web browsers. | |
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Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings. |
No information available | |
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Integration Cap Maximum number of third-party integrations supported. |
No information available |
Reporting and Analytics
(4 Yes /4 Known /8 Possible features)
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Meeting Attendance Reports Generate and export attendance logs over custom periods. |
Meeting attendance or committee meeting logs can be created and exported using databases. | |
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Decision Analytics Analytics on votes, participation, and time to decisions. |
No information available | |
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Action Item Completion Metrics Measure percentage and average time to complete follow-ups. |
No information available | |
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Custom Report Builder Build tailored reports for internal or LP needs. |
Reports can be customized via Notion’s database filters/sorting and exported as needed. | |
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Export to Excel/CSV Export all data for advanced external analysis. |
Databases can be exported to CSV for further analysis offline. | |
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Dashboard Customization Configure analytics dashboards by user or team. |
Dashboards can be built within Notion using custom views and properties. | |
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Data Visualization Tools Charts, graphs, and other visual aids for trends and history. |
No information available | |
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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)
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Intuitive User Interface Modern, easy-to-understand UI for all users. |
Modern and intuitive UI, well regarded by users. | |
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Onboarding Assistance Guided setup or training for efficient adoption. |
Onboarding tutorials and guides available in-app and via resource hub. | |
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Contextual Help Tooltip, guides, and FAQs available within the interface. |
Contextual help, tooltips, and knowledge base accessible from within Notion. | |
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24/7 Support Live support available at any time. |
No information available | |
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Multi-Language Support Platform available in multiple languages. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
WCAG accessibility features discussed in documentation; ongoing improvements according to product updates. | |
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Self-Service Knowledge Base Extensive online documentation and troubleshooting resources. |
Self-service online documentation and troubleshooting available. | |
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Uptime SLA Service-level agreement on uptime guarantee. |
No information available |
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