This task can be performed using I'mBoard
Run your board like a pro: build packs, track KPIs, schedule, and lock decisions.
Best product for this task
I'mBoard
fintech
I'mBoard helps first-time startup CEOs run a tighter board with less lift. Build a consistent board pack in minutes; plug in guided dashboards for cash, runway, ARR/MRR, headcount, pipeline and more—so your story is clear, meeting to meeting. Share securely with roles for directors, observers, counsel and management. Propose slots, nudge votes and schedule without calendar integrations. During the meeting, capture decisions and action items with owners and due dates, then track follow-through between meetings. ImBoard replaces scattered slides, folders and email threads with one place for prep, meetings and accountability.
What to expect from an ideal product
- Use pre-built templates and guided dashboards to create your board pack in minutes instead of spending hours building slides from scratch
- Track key startup metrics like cash runway, ARR/MRR, and headcount with ready-made KPI dashboards that tell a clear story every meeting
- Keep everything organized in one secure place instead of juggling multiple slide decks, folders, and email chains scattered across different tools
- Set up proper access controls so board members, observers, and advisors only see what they need to see without compromising sensitive information
- Capture and track board decisions with owners and due dates so nothing falls through the cracks between meetings
