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
- Set up board meetings faster with guided templates that walk you through building consistent board packs and scheduling sessions without juggling multiple calendar apps
- Keep everyone on the same page by sharing materials securely with different access levels for directors, observers, and management team members
- Track key metrics like cash runway and revenue growth with ready-made dashboards that tell a clear story from one meeting to the next
- Record decisions and assign action items with owners and due dates right during the meeting, so nothing gets lost or forgotten
- Follow up on commitments between meetings in one central place instead of hunting through email chains and scattered documents
