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
- Build consistent board packs in minutes with guided dashboards that automatically track cash runway, ARR/MRR, and pipeline metrics so your story stays clear from meeting to meeting
- Replace scattered spreadsheets and slides with one centralized place where all your key startup metrics are organized and ready to present to your board
- Use pre-built dashboard templates specifically designed for startup KPIs like headcount, revenue growth, and cash burn so you don't have to start from scratch each quarter
- Share metrics securely with different access levels for board directors, observers, and management team members without worrying about version control or email attachments
- Track decisions and action items with owners and due dates right alongside your metrics so you can show progress on key initiatives between board meetings
