Board management

The secure home for your board materials

Distribute board materials securely to directors. Track who reviews documents before meetings. Ensure preparedness and compliance. Professional governance made simple.

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Board management software

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What is board management software?

Board management software is a platform for distributing board materials to directors with document tracking analytics. Unlike regular email where you never know who reviewed materials before meetings, this technology tracks engagement and shows you which directors are prepared.

Perfect for ensuring meeting preparedness, maintaining governance compliance, tracking document review rates, identifying engaged directors, and building the accountability that leads to efficient board meetings.

Streamline board operations
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Upload and manage
Upload board packs, resolutions, and meeting minutes. Organize by date and meeting type.
Securely share
Distribute to directors
Send materials to all board members securely. Set different access levels for observers vs voting directors.
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Track review patterns
Know which directors review materials before meetings. Monitor engagement with specific sections.
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Meeting preparation
Ensure directors come prepared. Track document review rates 48 hours before meetings.
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Governance security
Protect confidential board materials with encryption. Add watermarks with director names.
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Compliance tracking
Maintain audit-ready records of all board communications. Track who accessed what and when.

One place for your entire board process

Organise board materials, manage director access, and track who reviewed every document before the meeting.

Data room file upload

Upload board documents

Upload board packs, financial reports, and meeting materials. Organise by meeting date or agenda item. Set permissions, track versions, and give every director secure access to what they need.

Organise your board room

Structure your board room the way your meetings are structured. Create folders for board packs, financials, resolutions, and minutes. Make it easy for every director to find what they need without asking.

Board management data room
Link settings

Share with directors

Send secure links to board members and advisors with custom permissions. Get instant alerts when they view documents. Require email verification, set expiration dates, restrict downloads. 

Real-time engagement analytics

Track every interaction across your board materials in real time. Know which directors reviewed the pack, how long they spent on key sections, and who walked into the meeting unprepared.

Data room analytics
Enterprise-grade security
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Compliant Infrastructure
Leveraging AWS infrastructure with SOC 1 & 2, ISO 27001, and PCI DSS compliance. We inherit enterprise-grade security controls from the world's leading cloud provider.
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Enterprise Hosting
Your files are protected with multiple redundant backups across availability zones. Web Application Firewalls and DDoS protection guard against attacks 24/7.
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256-bit AES Encryption
All documents are secured with AES-256 encryption, the same standard approved by the NSA for classified information and used by banks worldwide.
Frequently asked questions

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