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iDeals Board from iDeals Board
A secure, cloud-based platform for board and investment committee meetings, with agenda building, document management, voting, minutes, and approval workflows. Designed for sensitive data and compliance requirements of VC firms.
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. |
Described as enabling scheduling and automatic agenda building; likely supports automated scheduling. | |
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Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar). |
Website states calendar integrations (Google, Outlook) supported. | |
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Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings). |
Platform supports recurring board and committee meetings. | |
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Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency. |
Meeting templates for quick agenda, structure reuse described on feature page. | |
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Agenda Creation Facilitates the creation and editing of meeting agendas. |
Agenda creation and editing is a core part of the product. | |
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Time Zone Support Handles participants across multiple time zones. |
Handles multi-location meetings, which requires time zone handling. | |
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RSVP Tracking Tracks attendance confirmations and responses. |
RSVP and attendance tracking are included in the platform. | |
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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. |
Admins control invitations and attendee privacy. | |
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Reminders and Notifications Automatic reminders and notifications for upcoming meetings. |
Automatic reminders/notifications for meetings and changes listed. | |
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Dedicated Meeting Links Unique video or in-person links for each scheduled meeting. |
Unique, secure links for each meeting as per product specs. |
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. |
Documents are encrypted at rest and in transit. | |
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Granular Access Controls Set who can view, download, and edit specific documents. |
Granular controls set for view, download, and edit of files. | |
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Secure Document Sharing Distribute materials with secure links or within a protected portal. |
Secure portal and secure sharing links mentioned in documentation. | |
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Version Control Track changes and revisions to committee documents. |
Version control and review history mentioned under document management. | |
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Watermarking Add individualized watermarks to distributed documents for security and traceability. |
Custom watermarks are supported to trace leaks. | |
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Download Restrictions Ability to restrict downloads or printouts of sensitive files. |
Administrators can restrict downloads or print permissions. | |
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Expiry of Access Set expiration dates for document access. |
Document access can be set with expiration dates per product website. | |
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Audit Trails Logging of all document access, downloads, and changes for compliance. |
Audit trails/logs highlighted as a critical compliance feature. | |
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Batch Uploads Upload multiple documents at once for meeting preparation. |
Batch uploads/multi-file upload is a promoted feature for meeting preparation. | |
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Document Previews Preview documents within the platform without download. |
Platform offers built-in doc preview without local download. | |
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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. |
Board voting (real-time and asynchronous) is supported. | |
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Anonymous Voting Maintains anonymity of voters if required for certain decisions. |
Anonymous voting for sensitive matters is a listed security feature. | |
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Weighted Voting Supports varied voting weights per committee member. |
Product allows for weighted votes for participants (e.g., by shareholding). | |
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Voting Deadline Set deadlines for vote submission. |
Deadlines for voting are configurable for each motion. | |
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Decision Logging Automatically records decisions and outcomes for audit. |
All decisions and results are logged for audit. | |
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Approval Thresholds Define criteria for majority or super-majority approval. |
Approval thresholds can be configured for each decision type. | |
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Result Notification Notifies stakeholders of decision outcomes automatically. |
Automatic notifications sent after voting outcomes. | |
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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. |
Voting records and decisions can be exported in various formats. | |
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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. |
Tasks and action item assignment part of meeting follow-up workflow. | |
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Due Date Tracking Assign and monitor deadlines for action items. |
Due dates for action items can be set and tracked. | |
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Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action. |
Platform includes real-time status indication for all action items. | |
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Automated Reminders Send email or in-app reminders as action item deadlines approach. |
Automated email reminders for follow-ups and 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. |
Reports of completion/status of all assigned tasks available. | |
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Commenting on Actions Participants can leave comments or updates on actions assigned. |
Commenting possible on action items for progress updates. | |
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Audit Logs for Actions Maintain a log of updates on all action items for compliance. |
Audit logs are kept for all task updates per compliance requirements. |
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. |
Different roles (chair, member, observer) with permissions described. | |
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Custom User Roles Create organization-specific roles as needed. |
Can create custom user roles for organizations. | |
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Temporary Access Grant time-limited access to external guests or observers. |
Time-limited/temporary access can be granted to external participants. | |
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Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes. |
Read-only permissions are an option for guest/observer users. | |
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Audit Logs for Permissions Changes Records all changes made to roles and permissions. |
Platform logs changes to roles/permissions for audit. | |
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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. |
Integrates with SSO for secure corporate login (SAML, OAuth listed). | |
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Multi-Factor Authentication (MFA) Supports MFA for enhanced login security. |
Supports two-factor and multi-factor authentication as stated under security. | |
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User Deactivation/Deletion Admins can revoke access instantly. |
Admins can instantly revoke user access/admin deactivation. | |
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Privacy Mode Hide certain meeting details from non-privileged participants. |
Certain details can be hidden from non-privileged users (privacy mode). |
Compliance and Auditing
(6 Yes /6 Known /8 Possible features)
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Full Audit Trail Comprehensive activity and access logging for all users. |
Comprehensive logs of access and activity described as part of platform. | |
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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. |
Minutes, agendas, and resolutions are archived permanently. | |
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Retention Policy Management Automate retention and deletion schedules based on internal policies. |
Retention/deletion of data configurable based on policies. | |
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Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001). |
Attestation to SOC 2, ISO 27001, and other standards on site. | |
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e-Signature Support Legally binding electronic signatures for resolutions and approvals. |
Supports legally binding e-signatures and approval workflows. | |
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Data Residency Controls Specify geographic location where data is stored for regulatory reasons. |
Customer can specify data residency (EU, US, etc.) for compliance. | |
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Custom Audit Report Generation Create filtered or tailored audit reports. |
No information available |
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 across meeting minutes and documents is available. | |
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Tagging and Categorization Apply tags or categories to meetings and documents. |
Allows tagging/categorization for organization of meetings/docs. | |
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Meeting Archive Browser Browse archived meetings by year, fund, or theme. |
Can browse the archive of past meetings (by year/topic). | |
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Decision Tracking Quickly find past decisions by deal, company, or date. |
Decisions are tracked and can be filtered/searched by deal or date. | |
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Advanced Filtering Filter records by participants, topics, or vote outcomes. |
Advanced filtering by participant, topic, outcome supported. | |
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Knowledge Base Integration Link or reference materials in a centralized knowledge base. |
Materials are linkable to reference in a knowledge base. | |
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Attachment Search Search the text within attached documents when possible. |
Search supports attachment text content where possible. |
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 threads attached to agenda items/proposals are supported. | |
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Commenting on Materials Inline or sidebar comments directly on shared documents. |
Inline and sidebar commenting on materials described. | |
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Real-Time Chat Instant messaging embedded within the meeting portal. |
Real-time chat in portal is available (for meetings and threads). | |
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Polls and Surveys Lightweight polls for informal feedback before decisions. |
Polls and surveys are among engagement features per product details. | |
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Email Notifications Automated email updates for mentions, assignments, or changes. |
Automated notification and activity alerts are included. | |
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Mentions and Alerts Notify specific members via @mentions or priority alerts. |
@mentions and member-specific notifications listed as features. | |
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External Guest Messaging Allow communication with invited external guests in a controlled fashion. |
External guest/observer messaging supported with admin oversight. | |
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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. |
Integration with leading calendar systems (e.g., Microsoft, Google). | |
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Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage. |
Connects with Dropbox, SharePoint, Box, Google Drive, 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 stated for custom integrations and workflow automation. | |
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Mobile Application Native apps for iOS and Android for on-the-go access. |
iOS and Android native apps are available. | |
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Web Browser Support Runs on all modern browsers with full functionality. |
Runs on all modern browsers (Chrome, Edge, Firefox, Safari). | |
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Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings. |
Integrates with Zoom, Teams, Webex for 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 tracking and export enabled. | |
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Decision Analytics Analytics on votes, participation, and time to decisions. |
Reports/analytics for votes and participation are described. | |
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Action Item Completion Metrics Measure percentage and average time to complete follow-ups. |
Metrics on action item completion and deadlines available in reports. | |
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Custom Report Builder Build tailored reports for internal or LP needs. |
Custom report builder offered for advanced internal/external needs. | |
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Export to Excel/CSV Export all data for advanced external analysis. |
Export to Excel/CSV available for most data (meetings, votes, actions). | |
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Dashboard Customization Configure analytics dashboards by user or team. |
Dashboards can be customized by user/team. | |
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Data Visualization Tools Charts, graphs, and other visual aids for trends and history. |
Visual charts and analytics are part of reporting module. | |
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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. |
Interface is modern and focused on board/VC use-cases; rated for usability. | |
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Onboarding Assistance Guided setup or training for efficient adoption. |
Onboarding assistance is offered (guided/training). | |
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Contextual Help Tooltip, guides, and FAQs available within the interface. |
Tooltips, guides, and articles are accessible in-app. | |
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24/7 Support Live support available at any time. |
Offers 24/7 customer and technical support per site. | |
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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). |
Website claims accessibility compliance (WCAG, ADA). | |
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Self-Service Knowledge Base Extensive online documentation and troubleshooting resources. |
Extensive online knowledge base and support documentation provided. | |
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Uptime SLA Service-level agreement on uptime guarantee. |
No information available |
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