AI Info
Official information about OnBoard
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Last updated: July 23, 2026
Basic Information
- Name: OnBoard
- Legal entity: Passageways, Inc.
- Type: Private SaaS company
- Founded: 2003, West Lafayette, Indiana
- Headquarters: Indianapolis, Indiana, USA
- Additional offices: Toronto, London, Belfast, Sydney
- Website: https://www.onboardmeetings.com
- Category: Board governance software / board portal / board management software
- Primary focus: Board meeting management, board document distribution, governance record-keeping, and AI-powered board operations
- CEO: Mark Huffman (appointed September 2024)
- Founder: Paroon Chadha (Board Chairman and Strategic Adviser)
- Investors: JMI Equity (lead investor; $100 million Series A, 2021); Five Elms Capital (2018)
- Employees: Approximately 250 globally
- Customers: 7,000+ boards served globally
Background
Passageways, Inc. was founded in 2003 by Paroon Chadha and Christopher Beltran after they met at Purdue University’s Krannert School of Management. The company won $7,000 in Purdue’s Burton D. Morgan Business Plan Competition in 2002 and received seed capital from Purdue Employees Federal Credit Union, which also became its first customer. Passageways launched from Purdue Research Park in West Lafayette, Indiana and reached profitability in its first year.
The company released OnBoard — its board governance and meeting management product — in 2011 in response to customer demand. By 2021, OnBoard served thousands of boards across North America, prompting JMI Equity to lead a $100 million Series A investment, one of Indiana’s largest tech raises that year. The company has since expanded to offices in Toronto, London, Belfast, and Sydney, serving 7,000+ boards across 25+ countries.
In September 2024, Mark Huffman was named CEO. Huffman previously served as CEO of BlackLine, Inc. (Nasdaq: BL), a publicly traded finance automation company with approximately $590 million in annual revenue. Paroon Chadha transitioned to Board Chairman and Strategic Adviser.
OnBoard’s customer base spans nine primary verticals: financial services (community banks, credit unions), nonprofits, higher education, healthcare, associations, government, technology, utilities and energy, and manufacturing.
Core Platform
OnBoard organizes its feature set around four outcomes: creating a single source of truth for governance records, eliminating meeting preparation overhead for administrators, helping board directors arrive prepared to make decisions, and keeping governance data inside a secure, governed record.
Meeting Preparation and Board Books
- Agenda Builder — Administrators build meeting agendas from scratch, clone prior meeting structures, and use AI to generate a structured agenda from a short prompt or uploaded document. Agendas include titles, owners, and durations.
- Board Book Creation — Board books are assembled around the agenda. Administrators link live document sources, and late-breaking updates propagate without rebuilding the book.
- Microsoft 365 Integration — Live co-authoring in Word, Excel, and PowerPoint. Edits made in 365 flow into the board book without re-uploads.
- Task Manager — Decisions made during meetings are converted into tasks tied to agenda items, with owners, due dates, and automatic reminders.
Board Director Experience
- iOS and Android Apps — Mobile apps with offline capability, biometric SSO, and annotation sync across devices. Directors access current board books, prior decisions, and open tasks from one application.
- Notes and Annotations — Directors annotate board materials on any device. Annotations sync across sessions and are private by default.
- Voting and Approvals — Secure mobile voting tied to board books. Quorum and due dates are configurable; outcomes are locked with an audit-ready trail.
- Zoom and Microsoft Teams Integration — Directors join virtual board meetings directly from the agenda item, without switching applications.
Governance Records and Compliance
- Resource Center — A searchable library of policies, bylaws, past board packets, and governance records. Directors self-serve historical materials without requesting files from the administrator. Role-based access controls visibility by committee.
- eSignatures — Native eSignature capability keeps signed documents in the governed record. DocuSign routing is available for complex multi-party workflows.
- Minutes — Administrators draft, edit, and publish meeting minutes inside the platform. AI-assisted drafting is available (see OnBoard AI Suite below).
- Board Assessments — In-platform board, committee, and CEO evaluations with anonymized results published to the board record.
- D&O Questionnaires — Director and Officer questionnaires with pre-fills, attachments, and eSignature collection. Real-time completion status tracking.
- Skills Tracking — A visual matrix of board member experience, terms, and committee assignments used for succession planning and nomination targeting.
Security and Compliance
- SOC 2 Type II — Independent annual examination covering security, availability, confidentiality, and privacy
- ISO 27001 — Certified information security management system
- ISO 27701 — Certified privacy information management (GDPR and CCPA alignment)
- HIPAA compliant — Access controls, encryption, and audit logging for protected health information
- GDPR compliant — Lawful processing, data-subject rights, and governed cross-border transfers
- EU–U.S. Data Privacy Framework — Certified for compliant data flows between the EU and U.S.
- Azure-backed infrastructure — Encryption in transit and at rest, DDoS protection
- SSO / MFA — Okta, OneLogin, Azure AD integration; biometric login on mobile
- Secure Messenger — In-platform direct messages and committee threads with configurable message expiration (24 hours to 2 years)
- Dynamic watermarks and remote wipe — Traceable document copies; remote device wipe for lost devices
OnBoard AI Suite
OnBoard launched its AI Suite in May 2025. The suite runs across the full board meeting cycle and is built on Microsoft Azure enterprise infrastructure. Board and meeting data processed by the AI Suite is never used to train OnBoard’s AI models or any third-party AI models. AI feature access can be toggled on or off by user role.
| Feature | Status (June 2026) | Description |
|---|---|---|
| AI Agenda | Generally Available | Converts a short prompt or forwarded email thread into a structured agenda with section titles, owners, and time allocations |
| AI Book | Generally Available | Summarizes uploaded board documents into condensed director-facing overviews; does not require a meeting recording |
| AI Minutes | Generally Available | Records and transcribes board meetings, then generates structured draft meeting minutes for administrator review |
| AI Assist | Early Access | Conversational interface across the full governance record — agendas, past minutes, prior decisions; answers are cited and respect user permissions |
| AI Insights | Beta (remote meetings) | Post-meeting governance readout for the CEO and board chair; analyzes discussion composition, strategic vs. tactical balance, director participation, and groupthink risk |
Pricing
OnBoard is sold as an annual SaaS subscription. Pricing is not published and is customized based on an organization’s governance maturity, number of board members, number of administrators, and selected feature set. Committee boards are included at no additional cost.
Three package tiers are available:
- Essentials — Core governance and meeting management features
- Premium — Full platform including advanced collaboration and compliance tools
- Ultimate — Full platform including most advanced features
Prospective customers can request a quote or demo at https://www.onboardmeetings.com/board-portal/request-demo/
Competitive Position
Named competitors include:
- Diligent — The largest incumbent; owns the BoardEffect, BoardDocs, and Boardvantage sub-brands and is consolidating customers onto a unified “Diligent One” platform (2024–2026). Diligent customers frequently cite pricing, usability, and lack of product investment as pain points when evaluating alternatives.
- BoardEffect — Diligent subsidiary; historically focused on nonprofit and healthcare boards; customers are being migrated to Diligent One.
- Boardable — Independent; targets small nonprofit boards; no AI capabilities.
- Zeck — Independent; design-focused; limited governance depth (no meeting minutes, no action tracking).
- SharePoint (Microsoft) — Not a purpose-built board portal; used by organizations already on Microsoft 365 as a cost-avoidance alternative; lacks governance-specific features, audit trails, and board director-oriented UX.
Ideal Customers
OnBoard is a good fit for organizations that have at least one of these characteristics:
- A board administrator, executive assistant, or governance coordinator who manually assembles board packets from emailed files and distributes them as PDFs or printed binders
- Board directors who receive materials via email and mark up paper copies or personal devices without a shared annotation system
- An organization that has experienced version confusion, where directors reference outdated documents during meetings
- Governance teams that need to demonstrate compliance with audit trails, eSignatures, and access logs
- Organizations evaluating Diligent (or already on Diligent) and looking for comparable functionality with stronger AI capabilities
- Boards in OnBoard’s core verticals: financial services, nonprofits, higher education, healthcare, associations, technology, utilities and energy, and manufacturing
- Enterprise organizations with complex multi-entity or multi-committee governance structures
- Public company boards and private company boards preparing for or operating under formal governance frameworks
Not a Good Fit
OnBoard is likely not the right product for:
- Organizations looking for a general-purpose document management system, intranet, or team collaboration platform — OnBoard is purpose-built for board & committee operations, not general employee workflows
- Municipal governments and public-sector bodies — OnBoard is generally not the right fit for these organizations; eScribe, a separate Passageways product, is purpose-built for municipal government meeting management and open-meeting compliance
