Venture Capital & Private Equity Board Management

OnBoard provides VC and PE firms with a shared best-practice framework, driving efficiency across board meetings and significantly improving board effectiveness within their portfolios.

How OnBoard Helps VC & PE Firms

  • Streamlines board meetings across your entire portfolio with a shared best-practice framework
  • Unifies the board technology stack to enable seamless switching between organizations
  • Enhances data protection with granular user controls, permissions, and remote wipe features
  • Facilitates faster due diligence with access to boardroom information for all investments
  • Helps manage pre-IPO diligence and limit settlement value of potential nuisance claims 
  • Narrows the universe of discovery in the event of a Section 220 Books and Records request
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Why VC & PE Firms Are Making The Switch

Maintain agility for your partners and portfolio companies by consolidating the board technology stack. OnBoard enables leaders to seamlessly switch between organizations — reducing cognitive load while streamlining business operations.

Do More to Protect Sensitive Data

With granular user controls and permissions, never worry about your data falling into the wrong hands. And with remote wipe, even if hardware goes lost, stolen, or missing, your data stays safe. 

Compliant, Contained, and Secure

Protect your most sensitive data with a platform that’s SOC 2, ISO-27001, and GDPR compliant with the unprecedented security of Microsoft Azure encryption. It will keep your general counsel happy, supporting compliance best practices, minimizes e-discovery fishing expeditions, and eliminates chances of unforced errors.

Limit The Scope of Discovery

OnBoard makes you a less desirable target for fishing expeditions and frivolous lawsuits. It creates a clear delineation for board documents and communications — narrowing the universe of discovery in the event of a Section 220 Books and Records request.

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SOC 2 Certified

OnBoard's procedures, controls and security practices have been audited by outside firms with a focus on our availability, security, privacy, confidentiality.

ISO 27001

ISO 27001 Certified

Our world-class security program and infrastructure is ISO 27001 certified, ensuring information assets such as financial data, intellectual property, and employee details are safe and secure.

GDPR Compliant

OnBoard is compliant with the General Data Protection Regulation (GDPR). It's part of our commitment to protecting the privacy of our customers around the world.

HIPAA Compliant

We know that healthcare providers experience frustration when selecting and adopting cloud solutions. That's why we've invested heavily into maintaining complete HIPAA Compliance.

Our Customers Say It Best

At OnBoard, we are dedicated to providing the best possible solution for our customers. But don’t just take our word for it — hear what our customers have to say about their experience.

Clarissa S
Executive Secretary |
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"Seamless Transition"

The engagement of the OnBoard sales and service team has been exceptional. Their support has made the transition from our previous board meeting platform to OnBoard seamless.

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William B.
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"User Friendly, More Flexible"

I have been impressed with OnBoard since our executive secretary brought us the product to test. I had hoped for something that was user friendly, more flexible for the various report files we upload, and lower cost than our past product. All of these were checked off the list.

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Betsy P.
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"Very Helpful "

Customer service and relationship management teams are very helpful and willing to provide additional education when needed.

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Amy S.
Executive Assistant
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"Above And Beyond"

Moving to this software and training everyone on how to use it was easily accomplished, even for some of our older, more technologically challenged members. This software is easy to navigate during Board meetings and has all the features we need to run a meeting smoothly.

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Sara F.
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"Purpose, Product Improvements, & Continuous Innovation"

OnBoard is constantly updating their platform and making it more and more user friendly each time. Uploading documents is fast and easy!

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William B.
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"Big Time Saver"

In our last board product, it was necessary to convert the files all to .pdf format prior to upload. Upon converting to OnBoard we found the ability to upload various file formats a big time saver for the team putting together all of the reports.

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Deliver Due Diligence Faster

Access boardroom information across your portfolio with a single sign-on for all investments. A single entry point for every boardroom in your portfolio.

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JMI Case Study

“Safeguarding data and other sensitive information is a must-have in our deal flow. OnBoard’s granular access controls and user provisioning helps ensure that our information stays secure and that our overall investment strategy remains well-protected.”


— Mac Williams, Principal, JMI

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Elevate Your Board's Decision-Making with OnBoard

OnBoard combines the highest level of security with innovative features designed to optimize your board’s effectiveness. Start your journey and unlock unparalleled security, insights, and efficiency.