Welcome JMI Portfolio Companies

OnBoard is JMI’s preferred board management solution and a member of the JMI portfolio. We’re thrilled to offer fellow JMI portfolio companies the opportunity to experience more informed, more effective, and less complicated board meetings with preferred pricing for all OnBoard packages. 

OnBoard delivers innovation to board meetings with a purpose-built product built for modern boards and directors. Trusted by more than 3,000 global organizations, OnBoard is easy to implement, easy to use, and scales to meet the needs of fast-growing companies.

Schedule a 1:1 Discussion With Michael Head

Schedule a time that works best for you.  Let’s discuss how your team is currently executing board meetings and find out how OnBoard can help accelerate your corporate governance.

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JMI’s Board Management Solution of Choice

Using OnBoard creates a shared best-practice framework that drives efficiency across every board meeting and exponentially improved board effectiveness when deployed throughout PE and VC portfolios.

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Compliance Without Compromise

Create a culture where duties of care and loyalty are quantified, documented, and proactively reduce risk. With intuitive features and industry-leading compliance, CEOs and General Counsels trusted OnBoard to execute more than 55,000 board and committee meetings last year.

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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.

Built for Today’s Board Directors

Today, board directors get board work done at the kitchen table, at the airport, in the Uber, and everywhere in between. 

OnBoard is designed to work on any device — making board work seamless and more collaborative from anywhere in the new normal of remote and hybrid meetings.  

Administration Simplified

OnBoard helps meeting administrators move faster and work smarter by simplifying everything from meeting creation to taking meeting minutes.  Creating, distributing, and organizing board meetings has never been easier — helping you keep all stakeholders informed, happy, and engaged.

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Better Engagement for Faster Growth

OnBoard streamlines board meeting preparation, data recall, and workflows – increasing engagement for the board and its directors before, during, and after every meeting.

Better preparation and engagement provides the board more time to focus on strategic imperatives and guide your company to success.

Features & Capabilities

It’s time for directors, executives, and administrators to have a solution that frees them to unlock their full potential. See why more than 3,000 global companies use OnBoard to power their governance.

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Get Your OnBoard Care Package

Enjoy coffee or champagne? Enjoy a complimentary gift from OnBoard in celebration of joining the JMI family. 

Task Management

Manage, organize, and track your most important action-items. OnBoard Tasks keeps all of your outstanding and completed work organized on the same platform as your board and leadership work. It helps you stay on top of what’s important while keeping things moving forward.

Zoom Integration

OnBoard has always connected with your favorite video conferencing technology – now we’ve made that experience even better. OnBoard now directly integrates with Zoom, a singular meeting  experience that enables directors and CEOs to meet face-to-face directly within the platform. No need to switch between apps. Just your meetings without distraction.

Secure Messenger

OnBoard Messenger is a whole new way to collaborate around board work. Directors, administrators, and executives can simply start a direct conversation or bring in the entire board into the discussion.

Voting & Approvals

OnBoard delivers a seamless platform to support directors who need to make high impact decisions from any device. It equips directors and leadership to organize, track, review, comment, and approve decisions – from anywhere. 


Send and sign agreements securely from any device. eSignatures keep your signed documents and legal agreements organized with all the rest of your board work. A powerful solution, integrated into OnBoard, that let’s you skip managing a second app — no need for Docusign.

Meeting Minutes Builder

The minutes builder unifies your workflow, enabling you to make minutes directly within OnBoard. Effortlessly make notes, create tasks, track attendance, and mark motions as the meeting progresses. The builder makes it easy to focus on the meeting itself, a must have for every meeting workflow.

Director & Officer Questionnaires

OnBoard sets the standard for end-to-end board governance with a robust and integrated D&O Questionnaire solution that supports your ongoing compliance. A critical and necessary component of your board’s annual calendar, the integrated questionnaire offers ongoing reminders to your directors and streamlines reporting and review.

Meeting Analytics

Engagement Analytics offers anonymized and aggregated real-time insights into how your board works. Know when board books are read, where annotations are made, and what sections are receiving the most attention from the board. It makes meetings smarter by bringing data to bear, shining light on topics that demand an extended discussion.
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SOC 2 Certified

ISO 27001

ISO 27001 Certified

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ISO 27701 Certified

GDPR Compliant

HIPAA Compliant

Azure Cloud Hosting


OnBoard is hosted by Microsoft Azure — the gold standard in Cloud Security. Our in-house security has overcome every third-party review and awarded SOC 2 and ISO 27001 certificates. That demonstrated commitment to compliance and integrity provides our customers ongoing peace of mind. 

Notes & Annotations

When inspiration strikes, a great idea needs to be recorded, or there’s a detail that can’t be overlooked, OnBoard’s powerful notes and annotation tools are ready for you. It’s the perfect complement that aids reviews and makes meeting preparation more thoughtful.