at Financial Technnology Year
Please contact them if you have any questions.
Boardable from Boardable
Comprehensive meeting management platform with features for scheduling, agenda creation, document collaboration, voting, task assignment, and meeting minutes. It offers specific solutions for investment committees in VC firms to streamline decision-making processes, track investment proposals, and maintain secure documentation of all committee activities.
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
(10 Yes /10 Known /11 Possible features)
|
Automated Scheduling Automatically finds suitable dates and times for meetings based on participants' availability. |
Boardable provides automated scheduling, allowing users to find suitable times for meetings using participants' availability. | |
|
Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar). |
Boardable integrates with Google Calendar, Outlook, and iCal for calendar sync. | |
|
Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings). |
Recurring meetings are supported, as shown in feature and help documentation. | |
|
Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency. |
Meeting templates are available for recurring agendas, attendee groups, etc. | |
|
Agenda Creation Facilitates the creation and editing of meeting agendas. |
Agenda creation and collaboration are core Boardable features. | |
|
Time Zone Support Handles participants across multiple time zones. |
Handles multiple time zones for distributed meeting participants. | |
|
RSVP Tracking Tracks attendance confirmations and responses. |
RSVP tracking is highlighted in feature set for meetings. | |
|
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. |
Invitation controls and permission settings are detailed under participant management. | |
|
Reminders and Notifications Automatic reminders and notifications for upcoming meetings. |
Meeting reminders and email notifications are standard functionality. | |
|
Dedicated Meeting Links Unique video or in-person links for each scheduled meeting. |
Each scheduled meeting generates a unique meeting link. |
Secure Document Distribution
(8 Yes /8 Known /11 Possible features)
|
Encrypted File Storage All documents are stored using encryption both at rest and in transit. |
Documents are encrypted at rest and in transit as specified in Boardable security info. | |
|
Granular Access Controls Set who can view, download, and edit specific documents. |
Granular access controls allow detailed permission assignment for documents. | |
|
Secure Document Sharing Distribute materials with secure links or within a protected portal. |
Secure document sharing via protected portal or links is included. | |
|
Version Control Track changes and revisions to committee documents. |
Boardable enables version tracking for documents. | |
|
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. |
Document access can be set to expire on a specified date. | |
|
Audit Trails Logging of all document access, downloads, and changes for compliance. |
Boardable maintains audit trails for document access and changes. | |
|
Batch Uploads Upload multiple documents at once for meeting preparation. |
Supports batch uploads for meeting preparation. | |
|
Document Previews Preview documents within the platform without download. |
Users can preview documents within the platform. | |
|
Attachment Size Limit Maximum size of attachments/documents supported. |
No information available |
Voting and Decision Recording
(9 Yes /9 Known /10 Possible features)
|
Digital Voting Real-time or asynchronous voting on proposals and agenda items. |
Boardable supports digital voting on meeting items and proposals. | |
|
Anonymous Voting Maintains anonymity of voters if required for certain decisions. |
Anonymous voting is an option in voting settings. | |
|
Weighted Voting Supports varied voting weights per committee member. |
Weighted voting is supported for customized decision-making. | |
|
Voting Deadline Set deadlines for vote submission. |
Voting deadlines can be assigned to voting sessions. | |
|
Decision Logging Automatically records decisions and outcomes for audit. |
Decision logging is included for audit and record-keeping. | |
|
Approval Thresholds Define criteria for majority or super-majority approval. |
Configurable approval thresholds can be set for voting. | |
|
Result Notification Notifies stakeholders of decision outcomes automatically. |
Result notifications are sent to stakeholders after decisions. | |
|
Commenting on Votes Allows members to annotate their vote selections. |
Commenting on votes is supported as part of the voting functionality. | |
|
Decision Export Export voting records and decisions for offline storage or compliance. |
Decisions and records can be exported for compliance. | |
|
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 to individuals or groups. | |
|
Due Date Tracking Assign and monitor deadlines for action items. |
Due date tracking is available for tasks and follow-ups. | |
|
Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action. |
Progress status tracking (e.g., not started, in progress, done) is supported. | |
|
Automated Reminders Send email or in-app reminders as action item deadlines approach. |
Automated reminders for upcoming action item deadlines. | |
|
Responsibility Reassignment Allows transfer or reassignment of tasks if needed. |
Action items can be reassigned to different users as needed. | |
|
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. |
Reports of outstanding and completed action items can be generated. | |
|
Commenting on Actions Participants can leave comments or updates on actions assigned. |
Participants can leave comments/updates on actions assigned. | |
|
Audit Logs for Actions Maintain a log of updates on all action items for compliance. |
Audit logs for action item changes are maintained for compliance. |
User Roles and Permissions
(9 Yes /9 Known /10 Possible features)
|
Role-Based Access Controls Define roles (e.g., chair, member, guest) and their permission sets. |
Role-based access controls are supported for chair, member, guest, etc. | |
|
Custom User Roles Create organization-specific roles as needed. |
Admins can create custom user roles. | |
|
Temporary Access Grant time-limited access to external guests or observers. |
Temporary/time-limited access is provided for external guests. | |
|
Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes. |
Read-only permissions can be set for view-only users. | |
|
Audit Logs for Permissions Changes Records all changes made to roles and permissions. |
Audit logs are kept for changes to roles or permissions. | |
|
Permission Cap Maximum number of distinct user roles supported. |
No information available | |
|
Single Sign-On (SSO) Integrates with corporate SSO solutions for secure login. |
SSO integration with corporate login systems available. | |
|
Multi-Factor Authentication (MFA) Supports MFA for enhanced login security. |
Supports multi-factor authentication for secure access. | |
|
User Deactivation/Deletion Admins can revoke access instantly. |
Admins can instantly deactivate or delete users. | |
|
Privacy Mode Hide certain meeting details from non-privileged participants. |
Privacy modes can hide selected meeting details from some users. |
Compliance and Auditing
(6 Yes /6 Known /8 Possible features)
|
Full Audit Trail Comprehensive activity and access logging for all users. |
Full audit trail for user and admin activities. | |
|
Regulatory Audit Exports Generate audit-ready exports on-demand in standard formats. |
No information available | |
|
Meeting Minutes Archiving Permanent storage of meeting minutes, agendas, and resolutions. |
Permanent storage and archiving of meeting minutes and agendas. | |
|
Retention Policy Management Automate retention and deletion schedules based on internal policies. |
Admins can set automated retention and deletion schedules. | |
|
Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001). |
SOC 2 compliance and other certifications cited in Boardable security documentation. | |
|
e-Signature Support Legally binding electronic signatures for resolutions and approvals. |
Supports legally binding e-signature for meeting approvals. | |
|
Data Residency Controls Specify geographic location where data is stored for regulatory reasons. |
Supports specifying data residency for compliance (data center locations). | |
|
Custom Audit Report Generation Create filtered or tailored audit reports. |
No information available |
Search and Knowledge Management
(6 Yes /6 Known /7 Possible features)
|
Full-Text Search Search all meeting materials, minutes, and decisions. |
Search across all board and meeting materials and minutes. | |
|
Tagging and Categorization Apply tags or categories to meetings and documents. |
Tagging and categorization of meetings, documents, and tasks are available. | |
|
Meeting Archive Browser Browse archived meetings by year, fund, or theme. |
Archive browser available, lets users browse past meetings. | |
|
Decision Tracking Quickly find past decisions by deal, company, or date. |
Decision outcomes are logged and searchable by deal or topic. | |
|
Advanced Filtering Filter records by participants, topics, or vote outcomes. |
Supports advanced filtering and record search as described in documentation. | |
|
Knowledge Base Integration Link or reference materials in a centralized knowledge base. |
No information available | |
|
Attachment Search Search the text within attached documents when possible. |
Attachment search (full-text search within supported document types) is cited. |
Collaboration and Communication
(7 Yes /7 Known /8 Possible features)
|
Discussion Threads Dedicated discussion channels for agenda items or proposals. |
Discussion threads and comments per agenda item are supported. | |
|
Commenting on Materials Inline or sidebar comments directly on shared documents. |
Inline/side comments on agenda and shared documents supported. | |
|
Real-Time Chat Instant messaging embedded within the meeting portal. |
Chat and real-time discussion tools are available within meetings. | |
|
Polls and Surveys Lightweight polls for informal feedback before decisions. |
Polls and informal surveys can be sent to participants. | |
|
Email Notifications Automated email updates for mentions, assignments, or changes. |
Email notifications and updates are sent for assignments or alerts. | |
|
Mentions and Alerts Notify specific members via @mentions or priority alerts. |
Mentions and alerts using @mention functionality are supported. | |
|
External Guest Messaging Allow communication with invited external guests in a controlled fashion. |
External guest messaging is supported in a controlled fashion. | |
|
Live Chat Cap Maximum number of simultaneous chat participants supported. |
No information available |
Integrations and Platform Compatibility
(6 Yes /6 Known /8 Possible features)
|
Calendar System Integration Sync with leading calendar platforms for seamless scheduling. |
Integrates with Google, Outlook, iCal as leading calendar platforms. | |
|
Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage. |
Document management integration (Dropbox, Google Drive, Box) is noted. | |
|
CRM Integration Integrate with investment management or CRM platforms. |
No information available | |
|
API Access REST or GraphQL APIs for custom integrations. |
API access for custom integration is available (see Boardable API docs). | |
|
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. |
Full web browser support for all major browsers. | |
|
Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings. |
Video conference integration for Zoom, Teams, and Google Meet. | |
|
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. |
Attendance reports can be generated and exported. | |
|
Decision Analytics Analytics on votes, participation, and time to decisions. |
Decision analytics are part of reporting dashboard (participation, quorum, etc). | |
|
Action Item Completion Metrics Measure percentage and average time to complete follow-ups. |
Metrics for completion percentage and time to action items are available. | |
|
Custom Report Builder Build tailored reports for internal or LP needs. |
Custom report builder is available for admin users. | |
|
Export to Excel/CSV Export all data for advanced external analysis. |
Export to Excel/CSV supported for most data tables. | |
|
Dashboard Customization Configure analytics dashboards by user or team. |
Dashboard widgets can be added and removed by user preference. | |
|
Data Visualization Tools Charts, graphs, and other visual aids for trends and history. |
Data visualization (charts and graphs) are featured on reporting dashboards. | |
|
Reporting Cap Maximum number of custom reports that can be created and stored. |
No information available |
Usability and Support
(7 Yes /7 Known /8 Possible features)
|
Intuitive User Interface Modern, easy-to-understand UI for all users. |
Modern, easy-to-use interface positively cited in reviews and product screenshots. | |
|
Onboarding Assistance Guided setup or training for efficient adoption. |
Onboarding assistance is standard, including guided setup and training. | |
|
Contextual Help Tooltip, guides, and FAQs available within the interface. |
Contextual help, FAQs, and guidance present within the interface. | |
|
24/7 Support Live support available at any time. |
24/7 live support advertised on Boardable's support page. | |
|
Multi-Language Support Platform available in multiple languages. |
Multi-language support is available, with language options in platform settings. | |
|
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
Accessibility compliance mentioned in security and product accessibility information. | |
|
Self-Service Knowledge Base Extensive online documentation and troubleshooting resources. |
Self-service knowledge base is maintained online and accessible to users. | |
|
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.