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Miro Online Whiteboard from Miro
Interactive whiteboard capabilities, various templates for meeting management, real-time collaboration, and integration with other tools used by 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.
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Meeting Scheduling and Management
(6 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.* Miro does not provide automated meeting scheduling based on calendar availability; scheduling is typically external. | |
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Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar). |
Miro integrates with Google Calendar, Outlook, and other calendar platforms via integrations and apps. | |
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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.* Miro does not provide a recurring meetings engine. You can manually create boards for recurring sessions, but it's not a core feature. | |
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Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency. |
Miro offers a large library of reusable meeting templates (including agendas, retros, etc.). | |
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Agenda Creation Facilitates the creation and editing of meeting agendas. |
Miro templates and real-time collaboration facilitate meeting agenda creation and editing. | |
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Time Zone Support Handles participants across multiple time zones. |
Miro supports multiple time zones for team collaboration and meetings. | |
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RSVP Tracking Tracks attendance confirmations and responses. |
No information available | |
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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. |
No information available | |
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Reminders and Notifications Automatic reminders and notifications for upcoming meetings. |
Miro supports reminders and notifications via email and in-app notifications for comments, board changes, etc. | |
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Dedicated Meeting Links Unique video or in-person links for each scheduled meeting. |
Each Miro board has a unique link for sharing and access, used as a dedicated meeting 'space'. |
Secure Document Distribution
(6 Yes /6 Known /11 Possible features)
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Encrypted File Storage All documents are stored using encryption both at rest and in transit. |
Files in Miro are encrypted at rest and in transit, per Miro's security documentation. | |
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Granular Access Controls Set who can view, download, and edit specific documents. |
Access to boards and files can be set at user or guest level, including who can edit, comment, or view. | |
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Secure Document Sharing Distribute materials with secure links or within a protected portal. |
Documents and boards can be shared via secure links with access restrictions. | |
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Version Control Track changes and revisions to committee documents. |
No information available | |
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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 limit download permissions for files and exported boards. | |
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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. |
No information available | |
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Batch Uploads Upload multiple documents at once for meeting preparation. |
Batch upload supported – multiple files/images can be added at once. | |
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Document Previews Preview documents within the platform without download. |
Miro provides in-platform previews for images, PDFs, and most document types. | |
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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. |
Participants can comment and discuss within boards, including annotating on objects. | |
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Decision Export Export voting records and decisions for offline storage or compliance. |
No information available | |
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Voting Participant Limit Maximum number of active voting participants supported. |
No information available |
Action Item Tracking and Follow-Up
(2 Yes /5 Known /9 Possible features)
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Action Item Assignment Assign next steps and responsibilities to individuals or groups. |
Not as far as we are aware.* Miro allows for tracking items with sticky notes and frames, but not formal action item assignment. | |
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Due Date Tracking Assign and monitor deadlines for action items. |
No information available | |
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Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action. |
Not as far as we are aware.* No formal status tracking workflow for action items inside Miro, though workarounds are possible with templates. | |
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Automated Reminders Send email or in-app reminders as action item deadlines approach. |
No information available | |
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Responsibility Reassignment Allows transfer or reassignment of tasks if needed. |
Responsibility for elements on boards can be reassigned by moving ownership or updating tags on objects. | |
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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. |
Not as far as we are aware.* Reporting is possible via manual export, but there is no structured completion reporting. | |
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Commenting on Actions Participants can leave comments or updates on actions assigned. |
Participants can leave comments or updates on sticky notes and board objects. | |
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Audit Logs for Actions Maintain a log of updates on all action items for compliance. |
No information available |
User Roles and Permissions
(6 Yes /6 Known /10 Possible features)
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Role-Based Access Controls Define roles (e.g., chair, member, guest) and their permission sets. |
Organization admin or board owner assigns roles (editor, commenter, viewer) enabling RBAC. | |
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Custom User Roles Create organization-specific roles as needed. |
No information available | |
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Temporary Access Grant time-limited access to external guests or observers. |
Time-limited guest or visitor access can be set via link expiration and sharing controls. | |
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Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes. |
Can assign read-only permissions to users for specific boards. | |
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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. |
Supports SAML-based SSO for Enterprise and Business plans. | |
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Multi-Factor Authentication (MFA) Supports MFA for enhanced login security. |
Supports MFA for login/security, per Miro security documentation. | |
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User Deactivation/Deletion Admins can revoke access instantly. |
Admin can deactivate or delete users, revoking platform access instantly. | |
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Privacy Mode Hide certain meeting details from non-privileged participants. |
No information available |
Compliance and Auditing
(2 Yes /2 Known /8 Possible features)
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Full Audit Trail Comprehensive activity and access logging for all users. |
No information available | |
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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 board content is retained unless manually deleted; board history is preserved. | |
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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). |
Miro is SOC 2 certified and adheres to various compliance certifications (see https://miro.com/legal/security/). | |
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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. |
No information available |
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. |
Miro provides board-level search for all content and objects. | |
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Tagging and Categorization Apply tags or categories to meetings and documents. |
Users can tag and categorize boards, templates, and objects. | |
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Meeting Archive Browser Browse archived meetings by year, fund, or theme. |
Board archives are accessible and browsable by team, date, or folder. | |
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Decision Tracking Quickly find past decisions by deal, company, or date. |
No information available | |
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Advanced Filtering Filter records by participants, topics, or vote outcomes. |
Boards and content can be filtered by tag, project, and date. | |
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Knowledge Base Integration Link or reference materials in a centralized knowledge base. |
Miro supports linking to knowledge base entries and other documents via embed or link. | |
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Attachment Search Search the text within attached documents when possible. |
No information available |
Collaboration and Communication
(6 Yes /6 Known /8 Possible features)
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Discussion Threads Dedicated discussion channels for agenda items or proposals. |
Discussions and comments can be threaded within boards for each element. | |
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Commenting on Materials Inline or sidebar comments directly on shared documents. |
Users can comment on specific objects (documents, images, sticky notes) with inline comments. | |
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Real-Time Chat Instant messaging embedded within the meeting portal. |
Real-time chat via comments and reactions, but not as a classic chat window. | |
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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 for comments, assignments, and changes are standard. | |
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Mentions and Alerts Notify specific members via @mentions or priority alerts. |
Mentions using @feature to alert specific users within comments. | |
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External Guest Messaging Allow communication with invited external guests in a controlled fashion. |
External guests with comment access can communicate through comments and mentions. | |
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Live Chat Cap Maximum number of simultaneous chat participants supported. |
No information available |
Integrations and Platform Compatibility
(6 Yes /6 Known /8 Possible features)
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Calendar System Integration Sync with leading calendar platforms for seamless scheduling. |
Integrates with Google Calendar and Outlook via apps. | |
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Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage. |
Supports integration with Google Drive, Dropbox, Box, and OneDrive. | |
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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. |
Miro offers REST API access for integration and automation. | |
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Mobile Application Native apps for iOS and Android for on-the-go access. |
Native iOS and Android apps are available. | |
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Web Browser Support Runs on all modern browsers with full functionality. |
Full browser support for Chrome, Safari, Firefox, and Edge. | |
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Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings. |
Miro integrates with Zoom, Microsoft Teams, and Google Meet. | |
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Integration Cap Maximum number of third-party integrations supported. |
No information available |
Reporting and Analytics
(1 Yes /1 Known /8 Possible features)
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Meeting Attendance Reports Generate and export attendance logs over custom periods. |
No information available | |
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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. |
No information available | |
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Export to Excel/CSV Export all data for advanced external analysis. |
Data including boards and comments can be exported to PDF or CSV; some integrations support Excel. | |
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Dashboard Customization Configure analytics dashboards by user or team. |
No information available | |
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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
(6 Yes /7 Known /8 Possible features)
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Intuitive User Interface Modern, easy-to-understand UI for all users. |
User interface is modern and widely praised for its usability and accessibility. | |
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Onboarding Assistance Guided setup or training for efficient adoption. |
Offers onboarding tours and templates for new team setup. | |
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Contextual Help Tooltip, guides, and FAQs available within the interface. |
Inline contextual help, how-tos, and guides are present through the interface. | |
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24/7 Support Live support available at any time. |
Not as far as we are aware.* 24/7 support available only for Enterprise/Business plans, not all users. | |
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Multi-Language Support Platform available in multiple languages. |
Platform is available in multiple languages, selectable per user. | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
Miro adheres to WCAG 2.1 Level AA guidelines for accessibility. | |
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Self-Service Knowledge Base Extensive online documentation and troubleshooting resources. |
Comprehensive online documentation and self-serve help center are available. | |
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Uptime SLA Service-level agreement on uptime guarantee. |
No information available |
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