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Sherpany Meeting Management from Sherpany
End-to-end digital platform for agenda management, document distribution, secure voting, minutes, tasks, and follow-ups, streamlining VC investment committee decision-making with full audit trails and compliance support.
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
(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. |
Sherpany provides automated scheduling including suggestions based on participant availability as described in product marketing. | |
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Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar). |
Calendar integration with Outlook, Google Calendar, etc. is specified on the Sherpany product page. | |
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Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings). |
Recurring meetings, such as committees scheduled at intervals, are stated as a feature for board meetings in Sherpany documentation. | |
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Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency. |
Sherpany supports predefined agenda and meeting templates for standardizing processes. | |
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Agenda Creation Facilitates the creation and editing of meeting agendas. |
Facilitates collaborative agenda creation and editing as part of its workflow. | |
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Time Zone Support Handles participants across multiple time zones. |
Sherpany manages time zones automatically for international participants. | |
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RSVP Tracking Tracks attendance confirmations and responses. |
RSVP and attendance tracking features are available for all meeting participants. | |
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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. |
Invitation controls such as fine-grained attendee management and segments are shown in product overviews. | |
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Reminders and Notifications Automatic reminders and notifications for upcoming meetings. |
Automatic reminders and email/push notifications are standard in Sherpany. | |
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Dedicated Meeting Links Unique video or in-person links for each scheduled meeting. |
Unique meeting links are generated for every scheduled meeting. |
Secure Document Distribution
(10 Yes /10 Known /11 Possible features)
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Encrypted File Storage All documents are stored using encryption both at rest and in transit. |
Sherpany advertises encryption at rest and in transit as a key security feature. | |
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Granular Access Controls Set who can view, download, and edit specific documents. |
Granular access controls for documents are highlighted in product security sections. | |
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Secure Document Sharing Distribute materials with secure links or within a protected portal. |
Secure document sharing via protected portal or secure links is a central feature. | |
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Version Control Track changes and revisions to committee documents. |
Version control is included for tracking changes in meeting materials. | |
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Watermarking Add individualized watermarks to distributed documents for security and traceability. |
Watermarking for documents is available as an anti-leak feature. | |
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Download Restrictions Ability to restrict downloads or printouts of sensitive files. |
Download and print restrictions are supported for sensitive materials. | |
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Expiry of Access Set expiration dates for document access. |
Document access can be time-limited or expired on a schedule. | |
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Audit Trails Logging of all document access, downloads, and changes for compliance. |
Audit trails for document access and changes are core to Sherpany's compliance features. | |
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Batch Uploads Upload multiple documents at once for meeting preparation. |
Batch upload of meeting materials is available. | |
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Document Previews Preview documents within the platform without download. |
Document preview within the platform is supported, so downloads are not required. | |
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Attachment Size Limit Maximum size of attachments/documents supported. |
No information available |
Voting and Decision Recording
(9 Yes /9 Known /10 Possible features)
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Digital Voting Real-time or asynchronous voting on proposals and agenda items. |
Digital voting including real-time and asynchronous votes is highlighted as a key function. | |
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Anonymous Voting Maintains anonymity of voters if required for certain decisions. |
Anonymous voting is available for confidential decisions according to Sherpany documentation. | |
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Weighted Voting Supports varied voting weights per committee member. |
Weighted voting for participants is supported for committees with different classes of voting rights. | |
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Voting Deadline Set deadlines for vote submission. |
Voting deadlines and cut-offs are configurable per voting event. | |
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Decision Logging Automatically records decisions and outcomes for audit. |
Automated decision logging after votes is in the audit/compliance workflow. | |
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Approval Thresholds Define criteria for majority or super-majority approval. |
Approval thresholds for simple majority, super-majority, or custom rules are configurable. | |
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Result Notification Notifies stakeholders of decision outcomes automatically. |
Result notifications are standard on voting completion for stakeholders. | |
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Commenting on Votes Allows members to annotate their vote selections. |
Commenting functionality on votes is shown in Sherpany screenshots and demos. | |
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Decision Export Export voting records and decisions for offline storage or compliance. |
Voting and decision records can be exported for compliance use. | |
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Voting Participant Limit Maximum number of active voting participants supported. |
No information available |
Action Item Tracking and Follow-Up
(7 Yes /7 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 to individuals or groups. | |
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Due Date Tracking Assign and monitor deadlines for action items. |
Due dates for follow-up actions are tracked for each task. | |
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Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action. |
Progress status for each action item is visible (e.g., not started, in progress, completed). | |
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Automated Reminders Send email or in-app reminders as action item deadlines approach. |
Automated reminders are generated and sent for upcoming action item deadlines. | |
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Responsibility Reassignment Allows transfer or reassignment of tasks if needed. |
No information available | |
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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. |
Reporting on completed/outstanding action items is available and exportable. | |
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Commenting on Actions Participants can leave comments or updates on actions assigned. |
Comments and threaded updates can be added to assigned actions by participants. | |
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Audit Logs for Actions Maintain a log of updates on all action items for compliance. |
Action item activity and status logs for compliance are maintained. |
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 permissions for different classes of users (e.g., chair, guest, member) are described. | |
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Custom User Roles Create organization-specific roles as needed. |
Custom user roles are supported for organization-specific needs. | |
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Temporary Access Grant time-limited access to external guests or observers. |
Temporary/time-limited access for external users can be configured. | |
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Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes. |
Read-only permissions can be configured for specific users. | |
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Audit Logs for Permissions Changes Records all changes made to roles and permissions. |
Audit logs for permission and role changes maintained for compliance. | |
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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. |
Single sign-on integration is listed as a security and ease-of-use feature. | |
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Multi-Factor Authentication (MFA) Supports MFA for enhanced login security. |
Multi-factor authentication is supported, as stated in the security documentation. | |
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User Deactivation/Deletion Admins can revoke access instantly. |
User accounts can be immediately deactivated/deleted by admins. | |
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Privacy Mode Hide certain meeting details from non-privileged participants. |
Privacy mode to hide restricted meeting details is available. |
Compliance and Auditing
(8 Yes /8 Known /8 Possible features)
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Full Audit Trail Comprehensive activity and access logging for all users. |
Comprehensive audit trail for all user, meeting, and document activities. | |
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Regulatory Audit Exports Generate audit-ready exports on-demand in standard formats. |
On-demand regulatory audit report exports in standard formats supported. | |
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Meeting Minutes Archiving Permanent storage of meeting minutes, agendas, and resolutions. |
Permanent archiving of meeting minutes, agendas, and resolutions is featured. | |
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Retention Policy Management Automate retention and deletion schedules based on internal policies. |
Retention policies for automated deletion or archiving can be configured. | |
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Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001). |
Compliance certifications (e.g., ISO 27001) are presented for Sherpany. | |
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e-Signature Support Legally binding electronic signatures for resolutions and approvals. |
Integrated e-signature solutions are available for binding approvals. | |
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Data Residency Controls Specify geographic location where data is stored for regulatory reasons. |
Data residency options disclosed for regulatory compliance in various jurisdictions. | |
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Custom Audit Report Generation Create filtered or tailored audit reports. |
Custom/tailored audit reports can be created and filtered. |
Search and Knowledge Management
(6 Yes /6 Known /7 Possible features)
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Full-Text Search Search all meeting materials, minutes, and decisions. |
Full-text search across all stored materials is included. | |
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Tagging and Categorization Apply tags or categories to meetings and documents. |
Meetings and documents can be tagged, categorized, and filtered. | |
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Meeting Archive Browser Browse archived meetings by year, fund, or theme. |
Archived meeting browser by year, committee, and tag is part of platform. | |
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Decision Tracking Quickly find past decisions by deal, company, or date. |
Find past decisions easily by company/date via search tools. | |
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Advanced Filtering Filter records by participants, topics, or vote outcomes. |
Advanced filtering of records for analysis and legal review. | |
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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. |
Text search within attachments (OCR/PDFs) is supported. |
Collaboration and Communication
(7 Yes /7 Known /8 Possible features)
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Discussion Threads Dedicated discussion channels for agenda items or proposals. |
Discussion channels for agenda items are available. | |
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Commenting on Materials Inline or sidebar comments directly on shared documents. |
Inline and sidebar comments on documents and materials. | |
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Real-Time Chat Instant messaging embedded within the meeting portal. |
Integrated instant messaging for meeting participants is part of collaboration features. | |
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Polls and Surveys Lightweight polls for informal feedback before decisions. |
Quick polls and surveys can be launched for informal feedback. | |
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Email Notifications Automated email updates for mentions, assignments, or changes. |
Automated email notifications for actions, comments, votes, and assignments. | |
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Mentions and Alerts Notify specific members via @mentions or priority alerts. |
Mentions and priority alerts are standard communication features. | |
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External Guest Messaging Allow communication with invited external guests in a controlled fashion. |
External guests can be included in messaging with configurable permissions. | |
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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. |
Outlook and Google calendar integrations are supported. | |
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Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage. |
Connections to external document management systems are supported (e.g., Sharepoint, Box, 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. |
API access for custom integrations is described in developer documentation. | |
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Mobile Application Native apps for iOS and Android for on-the-go access. |
Native apps for both iOS and Android are available for Sherpany. | |
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Web Browser Support Runs on all modern browsers with full functionality. |
Supports all major modern browsers with full feature parity. | |
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Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings. |
Integrates with Zoom, Microsoft Teams, and Google Meet for virtual meetings. | |
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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 reports over custom periods can be exported. | |
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Decision Analytics Analytics on votes, participation, and time to decisions. |
Decision analytics and participation/voting statistics are available. | |
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Action Item Completion Metrics Measure percentage and average time to complete follow-ups. |
Metrics on action item completion and reporting are included. | |
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Custom Report Builder Build tailored reports for internal or LP needs. |
Custom report builder allows tailored reporting for stakeholders. | |
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Export to Excel/CSV Export all data for advanced external analysis. |
Data export to Excel/CSV for external analysis is supported. | |
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Dashboard Customization Configure analytics dashboards by user or team. |
Dashboard/analytics widget customization is described in product features. | |
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Data Visualization Tools Charts, graphs, and other visual aids for trends and history. |
Data visualizations (charts/graphs) present for decisions, attendance, and tasks. | |
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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 /6 Known /8 Possible features)
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Intuitive User Interface Modern, easy-to-understand UI for all users. |
Modern, user-friendly interface repeatedly highlighted in product reviews. | |
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Onboarding Assistance Guided setup or training for efficient adoption. |
Guided onboarding and training provided for new clients. | |
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Contextual Help Tooltip, guides, and FAQs available within the interface. |
Contextual help, tooltips, and FAQ available inside the product. | |
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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. |
Sherpany supports several languages to accommodate international clients. | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
Product accessibility compliance is stated in technical documentation. | |
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Self-Service Knowledge Base Extensive online documentation and troubleshooting resources. |
Sherpany maintains an online knowledge base and documentation portal. | |
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Uptime SLA Service-level agreement on uptime guarantee. |
No information available |
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