Praxonomy Board Portal from Praxonomy

Secure board portal with features for meeting scheduling, agenda building, document distribution, in-meeting collaboration, voting, minutes taking, and action item tracking. For VC investment committees, it offers secure review of investment materials, collaborative decision-making tools, and comprehensive meeting documentation.

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Product analysis by function

Meeting Management Systems for Investment Committee

Solutions for organizing investment committee meetings, distributing materials securely, recording decisions, and tracking follow-up actions.
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Meeting Scheduling and Management
(0 Yes /0 Known /11 Possible features)

Secure Document Distribution
(0 Yes /0 Known /11 Possible features)

Voting and Decision Recording
(0 Yes /0 Known /10 Possible features)

Action Item Tracking and Follow-Up
(0 Yes /0 Known /9 Possible features)

User Roles and Permissions
(0 Yes /0 Known /10 Possible features)

Compliance and Auditing
(0 Yes /0 Known /8 Possible features)

Search and Knowledge Management
(0 Yes /0 Known /7 Possible features)

Collaboration and Communication
(0 Yes /0 Known /8 Possible features)

Integrations and Platform Compatibility
(0 Yes /0 Known /8 Possible features)

Reporting and Analytics
(0 Yes /0 Known /8 Possible features)

Usability and Support
(0 Yes /0 Known /8 Possible features)

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Automated Scheduling Automatically finds suitable dates and times for meetings based on participants' availability.		No information available
Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar).		No information available
Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings).		No information available
Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency.		No information available
Agenda Creation Facilitates the creation and editing of meeting agendas.		No information available
Time Zone Support Handles participants across multiple time zones.		No information available
RSVP Tracking Tracks attendance confirmations and responses.		No information available
Participant Cap Maximum number of participants supported per meeting.		No information available
Invitation Controls Granular control over who can be invited and see meeting details.		No information available
Reminders and Notifications Automatic reminders and notifications for upcoming meetings.		No information available
Dedicated Meeting Links Unique video or in-person links for each scheduled meeting.		No information available

Encrypted File Storage All documents are stored using encryption both at rest and in transit.		No information available
Granular Access Controls Set who can view, download, and edit specific documents.		No information available
Secure Document Sharing Distribute materials with secure links or within a protected portal.		No information available
Version Control Track changes and revisions to committee documents.		No information available
Watermarking Add individualized watermarks to distributed documents for security and traceability.		No information available
Download Restrictions Ability to restrict downloads or printouts of sensitive files.		No information available
Expiry of Access Set expiration dates for document access.		No information available
Audit Trails Logging of all document access, downloads, and changes for compliance.		No information available
Batch Uploads Upload multiple documents at once for meeting preparation.		No information available
Document Previews Preview documents within the platform without download.		No information available
Attachment Size Limit Maximum size of attachments/documents supported.		No information available

Digital Voting Real-time or asynchronous voting on proposals and agenda items.		No information available
Anonymous Voting Maintains anonymity of voters if required for certain decisions.		No information available
Weighted Voting Supports varied voting weights per committee member.		No information available
Voting Deadline Set deadlines for vote submission.		No information available
Decision Logging Automatically records decisions and outcomes for audit.		No information available
Approval Thresholds Define criteria for majority or super-majority approval.		No information available
Result Notification Notifies stakeholders of decision outcomes automatically.		No information available
Commenting on Votes Allows members to annotate their vote selections.		No information available
Decision Export Export voting records and decisions for offline storage or compliance.		No information available
Voting Participant Limit Maximum number of active voting participants supported.		No information available

Action Item Assignment Assign next steps and responsibilities to individuals or groups.		No information available
Due Date Tracking Assign and monitor deadlines for action items.		No information available
Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action.		No information available
Automated Reminders Send email or in-app reminders as action item deadlines approach.		No information available
Responsibility Reassignment Allows transfer or reassignment of tasks if needed.		No information available
Action Item Cap Maximum number of open action items per meeting supported.		No information available
Completion Reporting Generate reports of outstanding and completed action items.		No information available
Commenting on Actions Participants can leave comments or updates on actions assigned.		No information available
Audit Logs for Actions Maintain a log of updates on all action items for compliance.		No information available

Role-Based Access Controls Define roles (e.g., chair, member, guest) and their permission sets.		No information available
Custom User Roles Create organization-specific roles as needed.		No information available
Temporary Access Grant time-limited access to external guests or observers.		No information available
Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes.		No information available
Audit Logs for Permissions Changes Records all changes made to roles and permissions.		No information available
Permission Cap Maximum number of distinct user roles supported.		No information available
Single Sign-On (SSO) Integrates with corporate SSO solutions for secure login.		No information available
Multi-Factor Authentication (MFA) Supports MFA for enhanced login security.		No information available
User Deactivation/Deletion Admins can revoke access instantly.		No information available
Privacy Mode Hide certain meeting details from non-privileged participants.		No information available

Full Audit Trail Comprehensive activity and access logging for all users.		No information available
Regulatory Audit Exports Generate audit-ready exports on-demand in standard formats.		No information available
Meeting Minutes Archiving Permanent storage of meeting minutes, agendas, and resolutions.		No information available
Retention Policy Management Automate retention and deletion schedules based on internal policies.		No information available
Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001).		No information available
e-Signature Support Legally binding electronic signatures for resolutions and approvals.		No information available
Data Residency Controls Specify geographic location where data is stored for regulatory reasons.		No information available
Custom Audit Report Generation Create filtered or tailored audit reports.		No information available

Full-Text Search Search all meeting materials, minutes, and decisions.		No information available
Tagging and Categorization Apply tags or categories to meetings and documents.		No information available
Meeting Archive Browser Browse archived meetings by year, fund, or theme.		No information available
Decision Tracking Quickly find past decisions by deal, company, or date.		No information available
Advanced Filtering Filter records by participants, topics, or vote outcomes.		No information available
Knowledge Base Integration Link or reference materials in a centralized knowledge base.		No information available
Attachment Search Search the text within attached documents when possible.		No information available

Discussion Threads Dedicated discussion channels for agenda items or proposals.		No information available
Commenting on Materials Inline or sidebar comments directly on shared documents.		No information available
Real-Time Chat Instant messaging embedded within the meeting portal.		No information available
Polls and Surveys Lightweight polls for informal feedback before decisions.		No information available
Email Notifications Automated email updates for mentions, assignments, or changes.		No information available
Mentions and Alerts Notify specific members via @mentions or priority alerts.		No information available
External Guest Messaging Allow communication with invited external guests in a controlled fashion.		No information available
Live Chat Cap Maximum number of simultaneous chat participants supported.		No information available

Calendar System Integration Sync with leading calendar platforms for seamless scheduling.		No information available
Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage.		No information available
CRM Integration Integrate with investment management or CRM platforms.		No information available
API Access REST or GraphQL APIs for custom integrations.		No information available
Mobile Application Native apps for iOS and Android for on-the-go access.		No information available
Web Browser Support Runs on all modern browsers with full functionality.		No information available
Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings.		No information available
Integration Cap Maximum number of third-party integrations supported.		No information available

Meeting Attendance Reports Generate and export attendance logs over custom periods.		No information available
Decision Analytics Analytics on votes, participation, and time to decisions.		No information available
Action Item Completion Metrics Measure percentage and average time to complete follow-ups.		No information available
Custom Report Builder Build tailored reports for internal or LP needs.		No information available
Export to Excel/CSV Export all data for advanced external analysis.		No information available
Dashboard Customization Configure analytics dashboards by user or team.		No information available
Data Visualization Tools Charts, graphs, and other visual aids for trends and history.		No information available
Reporting Cap Maximum number of custom reports that can be created and stored.		No information available

Intuitive User Interface Modern, easy-to-understand UI for all users.		No information available
Onboarding Assistance Guided setup or training for efficient adoption.		No information available
Contextual Help Tooltip, guides, and FAQs available within the interface.		No information available
24/7 Support Live support available at any time.		No information available
Multi-Language Support Platform available in multiple languages.		No information available
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG).		No information available
Self-Service Knowledge Base Extensive online documentation and troubleshooting resources.		No information available
Uptime SLA Service-level agreement on uptime guarantee.		No information available

Praxonomy Board Portal from Praxonomy

Product analysis by function

Meeting Management Systems for Investment Committee

Meeting Scheduling and Management (0 Yes /0 Known /11 Possible features)

Secure Document Distribution (0 Yes /0 Known /11 Possible features)

Voting and Decision Recording (0 Yes /0 Known /10 Possible features)

Action Item Tracking and Follow-Up (0 Yes /0 Known /9 Possible features)

User Roles and Permissions (0 Yes /0 Known /10 Possible features)

Compliance and Auditing (0 Yes /0 Known /8 Possible features)

Search and Knowledge Management (0 Yes /0 Known /7 Possible features)

Collaboration and Communication (0 Yes /0 Known /8 Possible features)

Integrations and Platform Compatibility (0 Yes /0 Known /8 Possible features)

Reporting and Analytics (0 Yes /0 Known /8 Possible features)

Usability and Support (0 Yes /0 Known /8 Possible features)