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Praxonomy Board Portal from Praxonomy
Secure board portal with features for meeting scheduling, agenda building, document distribution, in-meeting collaboration, voting, minutes taking, and action item tracking. For VC investment committees, it offers secure review of investment materials, collaborative decision-making tools, and comprehensive meeting documentation.
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. |
Official site describes automatic meeting scheduling based on participants' availability. | |
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Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar). |
Calendar integrations with Outlook and Google are documented in product materials. | |
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Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings). |
Supports recurring board and committee meetings as per feature page. | |
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Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency. |
Allows use and creation of meeting templates for recurring agenda patterns. | |
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Agenda Creation Facilitates the creation and editing of meeting agendas. |
Agenda builder is a core listed feature. | |
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Time Zone Support Handles participants across multiple time zones. |
Handles scheduling across multiple time zones as stated in documentation. | |
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RSVP Tracking Tracks attendance confirmations and responses. |
Tracks RSVPs and attendance confirmations (feature: RSVP tracking/log). | |
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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 invitation controls and role-based visibility described. | |
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Reminders and Notifications Automatic reminders and notifications for upcoming meetings. |
Automatic notifications and reminders supported for meetings. | |
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Dedicated Meeting Links Unique video or in-person links for each scheduled meeting. |
Unique links generated for each meeting as security measure. |
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. |
Explicitly states encrypted file storage for documents at rest and in transit. | |
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Granular Access Controls Set who can view, download, and edit specific documents. |
Roles allow granular access settings for document view/edit/download. | |
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Secure Document Sharing Distribute materials with secure links or within a protected portal. |
Secure document distribution via protected portal and encrypted links. | |
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Version Control Track changes and revisions to committee documents. |
Tracks document changes and supports version management. | |
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Watermarking Add individualized watermarks to distributed documents for security and traceability. |
Watermarking option is available for sensitive board materials. | |
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Download Restrictions Ability to restrict downloads or printouts of sensitive files. |
Download/print restrictions configurable for sensitive files. | |
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Expiry of Access Set expiration dates for document access. |
Expiring document access is supported as a compliance/security feature. | |
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Audit Trails Logging of all document access, downloads, and changes for compliance. |
Audit logs for document access and changes are described for compliance. | |
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Batch Uploads Upload multiple documents at once for meeting preparation. |
Batch uploads are a listed feature for preparing board packs. | |
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Document Previews Preview documents within the platform without download. |
Documents can be previewed in-browser without download. | |
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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 supported for proposals and minutes approvals. | |
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Anonymous Voting Maintains anonymity of voters if required for certain decisions. |
Anonymous voting available for board and committee use. | |
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Weighted Voting Supports varied voting weights per committee member. |
Supports weighted voting as per member roles and governance. | |
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Voting Deadline Set deadlines for vote submission. |
Deadlines for voting are enforced by the platform. | |
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Decision Logging Automatically records decisions and outcomes for audit. |
Voting outcomes and decisions are logged automatically. | |
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Approval Thresholds Define criteria for majority or super-majority approval. |
Board settings allow approval thresholds for different decision types. | |
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Result Notification Notifies stakeholders of decision outcomes automatically. |
Notifications on voting/decision outcomes sent automatically to participants. | |
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Commenting on Votes Allows members to annotate their vote selections. |
Commenting during voting process is described as available. | |
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Decision Export Export voting records and decisions for offline storage or compliance. |
Export voting and decision records for audit/download is supported. | |
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Voting Participant Limit Maximum number of active voting participants supported. |
No information available |
Action Item Tracking and Follow-Up
(5 Yes /5 Known /9 Possible features)
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Action Item Assignment Assign next steps and responsibilities to individuals or groups. |
Assigning actions from meetings to members is a specific feature. | |
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Due Date Tracking Assign and monitor deadlines for action items. |
Due date tracking appears in action item tracking and follow-up. | |
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Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action. |
Tracks the status of assigned action items (not started, done, etc.). | |
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Automated Reminders Send email or in-app reminders as action item deadlines approach. |
Automated reminders for upcoming deadlines in action items. | |
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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 and overviews of action item completion are supported. | |
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Commenting on Actions Participants can leave comments or updates on actions assigned. |
No information available | |
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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
(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 for all content and features. | |
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Custom User Roles Create organization-specific roles as needed. |
Supports custom user roles and permissions as part of configuration. | |
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Temporary Access Grant time-limited access to external guests or observers. |
Temporary guest access for external third parties available. | |
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Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes. |
Can assign read-only access to select participants. | |
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Audit Logs for Permissions Changes Records all changes made to roles and permissions. |
Changes to roles/permissions are tracked for audit purposes. | |
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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 (SSO) integration is a documented feature. | |
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Multi-Factor Authentication (MFA) Supports MFA for enhanced login security. |
Multi-factor authentication (MFA) available for enhanced login security. | |
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User Deactivation/Deletion Admins can revoke access instantly. |
User accounts can be rapidly deactivated or deleted by an admin. | |
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Privacy Mode Hide certain meeting details from non-privileged participants. |
Privacy mode for hiding sensitive meeting elements from non-authorized users. |
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 activity/audit logs for all user and document access. | |
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Regulatory Audit Exports Generate audit-ready exports on-demand in standard formats. |
Exports for regulatory/audit purposes can be generated. | |
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Meeting Minutes Archiving Permanent storage of meeting minutes, agendas, and resolutions. |
Feature list includes permanent archiving of all meeting records and documents. | |
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Retention Policy Management Automate retention and deletion schedules based on internal policies. |
Retention/deletion settings can be configured for compliance. | |
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Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001). |
Compliance with SOC 2 and ISO 27001 is declared in trust and compliance pages. | |
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e-Signature Support Legally binding electronic signatures for resolutions and approvals. |
Electronic signatures for resolutions and minutes supported and legally binding. | |
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Data Residency Controls Specify geographic location where data is stored for regulatory reasons. |
Customer can specify data residency to satisfy regulatory requirements. | |
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Custom Audit Report Generation Create filtered or tailored audit reports. |
Custom audit report generation is detailed in reporting features. |
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. |
Full-text document and meeting search are supported. | |
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Tagging and Categorization Apply tags or categories to meetings and documents. |
Allows tags and categories for meetings, documents, and tasks. | |
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Meeting Archive Browser Browse archived meetings by year, fund, or theme. |
No information available | |
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Decision Tracking Quickly find past decisions by deal, company, or date. |
Can track and search past meeting decisions by item. | |
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Advanced Filtering Filter records by participants, topics, or vote outcomes. |
Advanced filtering in lists and search panels provided. | |
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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. |
Attachment text search is described in documentation. |
Collaboration and Communication
(6 Yes /6 Known /8 Possible features)
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Discussion Threads Dedicated discussion channels for agenda items or proposals. |
Discussion threads and conversation tracking on agenda items supported. | |
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Commenting on Materials Inline or sidebar comments directly on shared documents. |
Commenting within documents and agendas is available. | |
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Real-Time Chat Instant messaging embedded within the meeting portal. |
Real-time chat functionality is a platform capability. | |
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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 generated for events, changes, mentions. | |
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Mentions and Alerts Notify specific members via @mentions or priority alerts. |
@ mentions and alerting described in collaboration section. | |
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External Guest Messaging Allow communication with invited external guests in a controlled fashion. |
External guests can access and communicate securely in controlled manner. | |
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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. |
Deep integrations with major calendar systems documented. | |
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Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage. |
Platform integrates with file repositories such as SharePoint and Google Drive. | |
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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 mentioned on site. | |
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Mobile Application Native apps for iOS and Android for on-the-go access. |
Mobile apps for iOS and Android exist. | |
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Web Browser Support Runs on all modern browsers with full functionality. |
All features available via web browser. | |
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Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings. |
Integrates with Zoom, Teams, and other tools for virtual conferencing. | |
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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 and export available from meeting management screen. | |
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Decision Analytics Analytics on votes, participation, and time to decisions. |
Offers analytics on voting, participation, and decision speed. | |
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Action Item Completion Metrics Measure percentage and average time to complete follow-ups. |
Provides metrics for action item completion and time. | |
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Custom Report Builder Build tailored reports for internal or LP needs. |
Custom report builder available for board reporting. | |
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Export to Excel/CSV Export all data for advanced external analysis. |
Exports all tables and lists to Excel/CSV. | |
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Dashboard Customization Configure analytics dashboards by user or team. |
Dashboards are customizable by user and team roles. | |
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Data Visualization Tools Charts, graphs, and other visual aids for trends and history. |
Supports charts and visual analytics for trends and history. | |
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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. |
Product known for modern and intuitive user interface. | |
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Onboarding Assistance Guided setup or training for efficient adoption. |
Onboarding/training sessions and online guides offered. | |
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Contextual Help Tooltip, guides, and FAQs available within the interface. |
Context help and FAQs available within the portal. | |
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24/7 Support Live support available at any time. |
Not as far as we are aware.* Support hours listed as office hours only, not 24/7. | |
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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). |
Commitment to accessibility and WCAG standards outlined in compliance/FAQ. | |
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Self-Service Knowledge Base Extensive online documentation and troubleshooting resources. |
Extensive self-service documentation offered in help center. | |
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Uptime SLA Service-level agreement on uptime guarantee. |
undefined Uptime SLA of 99.9% stated in service agreement. |
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