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Nasdaq Boardvantage from Solovis (part of Nasdaq)
Board management software focused on improving meeting management, document sharing, e-signatures, secure communication, and voting. Integrates with compliance and governance processes suited for VC and PE investment committees.
More about Solovis (part of Nasdaq)
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
(10 Yes /10 Known /11 Possible features)
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Automated Scheduling Automatically finds suitable dates and times for meetings based on participants' availability. |
Nasdaq Boardvantage automates meeting scheduling with calendar integrations and availability features, as per product documentation. | |
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Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar). |
Explicit Google/Outlook calendar integration listed on Nasdaq Boardvantage feature set. | |
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Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings). |
Recurring meetings are supported for board/committee workflows as stated by the vendor. | |
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Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency. |
Templates for board and committee meetings are a highlighted feature for process standardization. | |
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Agenda Creation Facilitates the creation and editing of meeting agendas. |
Agenda creation and editing confirmed by UI screenshots and product documentation. | |
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Time Zone Support Handles participants across multiple time zones. |
Handles multiple time zones for global boards, per Nasdaq Boardvantage documentation. | |
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RSVP Tracking Tracks attendance confirmations and responses. |
RSVP functionality and tracking responses described as part of the in-product calendar/invite system. | |
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Participant Cap Maximum number of participants supported per meeting. |
No information available | |
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Invitation Controls Granular control over who can be invited and see meeting details. |
Detailed invitation permission management is part of access/logical controls described on the product page. | |
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Reminders and Notifications Automatic reminders and notifications for upcoming meetings. |
Email and in-app reminders and notifications clearly noted in feature literature. | |
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Dedicated Meeting Links Unique video or in-person links for each scheduled meeting. |
Unique, secure meeting links for video or board meetings are provided for every scheduled event. |
Secure Document Distribution
(10 Yes /10 Known /11 Possible features)
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Encrypted File Storage All documents are stored using encryption both at rest and in transit. |
All files encrypted at-rest and in-transit, confirmed by security/IT doc and compliance standards. | |
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Granular Access Controls Set who can view, download, and edit specific documents. |
Granular access and permissions (view, download, edit) are part of the board document workspace. | |
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Secure Document Sharing Distribute materials with secure links or within a protected portal. |
Secure links, portals, and distribution stated in Boardvantage marketing copy. | |
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Version Control Track changes and revisions to committee documents. |
Document version management and review trails are standard features for governance. | |
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Watermarking Add individualized watermarks to distributed documents for security and traceability. |
Individualized document watermarking is advertised for traceability and data loss prevention. | |
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Download Restrictions Ability to restrict downloads or printouts of sensitive files. |
Admins can restrict print/download for sensitive items, as referenced in security documentation. | |
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Expiry of Access Set expiration dates for document access. |
Document access can be time-boxed/expire, as detailed in permission settings. | |
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Audit Trails Logging of all document access, downloads, and changes for compliance. |
Audit trails for access and modifications are part of the platform's governance compliance. | |
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Batch Uploads Upload multiple documents at once for meeting preparation. |
Batch/multi-file upload and drag-and-drop bulk support is described on the feature list. | |
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Document Previews Preview documents within the platform without download. |
Document preview within the browser/app clearly shown in UI walkthroughs. | |
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Attachment Size Limit Maximum size of attachments/documents supported. |
No information available |
Voting and Decision Recording
(9 Yes /9 Known /10 Possible features)
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Digital Voting Real-time or asynchronous voting on proposals and agenda items. |
Digital and real-time voting solutions are described as a core feature for boardrooms/committees. | |
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Anonymous Voting Maintains anonymity of voters if required for certain decisions. |
Anonymous voting for confidential topics is mentioned as a compliance/governance tool. | |
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Weighted Voting Supports varied voting weights per committee member. |
Weighted voting by user/role is described in the detailed specification for investment committees. | |
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Voting Deadline Set deadlines for vote submission. |
Voting deadlines and time-boxed responses are included in the voting module as per vendor documents. | |
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Decision Logging Automatically records decisions and outcomes for audit. |
Decisions and their outcomes are automatically logged and can be exported for audit purposes. | |
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Approval Thresholds Define criteria for majority or super-majority approval. |
Voting outcome logic (majority, supermajority, etc.) configurable in platform settings. | |
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Result Notification Notifies stakeholders of decision outcomes automatically. |
Automated notifications to stakeholders about decision outcomes, as shown in product flows. | |
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Commenting on Votes Allows members to annotate their vote selections. |
Vote annotations/comments supported as a feature in meeting minutes and voting modules. | |
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Decision Export Export voting records and decisions for offline storage or compliance. |
Export of voting records and resolutions indicated as part of regulatory and compliance workflows. | |
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Voting Participant Limit Maximum number of active voting participants supported. |
No information available |
Action Item Tracking and Follow-Up
(8 Yes /8 Known /9 Possible features)
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Action Item Assignment Assign next steps and responsibilities to individuals or groups. |
Action item/task assignment is central to Boardvantage's workflow capability. | |
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Due Date Tracking Assign and monitor deadlines for action items. |
Action item deadlines and due date tracking part of follow-up task management modules. | |
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Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action. |
Completion status tracking and visual feedback for tasks covered in onboarding/feature guides. | |
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Automated Reminders Send email or in-app reminders as action item deadlines approach. |
Automated and manual reminders for action items and meeting tasks are listed in the support literature. | |
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Responsibility Reassignment Allows transfer or reassignment of tasks if needed. |
Reassignment of responsibilities on task items is built into the workflow engine per feature guides. | |
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Action Item Cap Maximum number of open action items per meeting supported. |
No information available | |
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Completion Reporting Generate reports of outstanding and completed action items. |
Completion reports for action items, displaying open/completed tasks, part of analytics exports. | |
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Commenting on Actions Participants can leave comments or updates on actions assigned. |
Action item comments/notes supported for all assigned actions. | |
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Audit Logs for Actions Maintain a log of updates on all action items for compliance. |
Action and task audit logs are an explicit part of the system's compliance and governance mode. |
User Roles and Permissions
(9 Yes /9 Known /10 Possible features)
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Role-Based Access Controls Define roles (e.g., chair, member, guest) and their permission sets. |
Role-based access controls for user/committee roles described in user management documentation. | |
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Custom User Roles Create organization-specific roles as needed. |
Custom roles (organization-specific) available per system administrator configuration. | |
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Temporary Access Grant time-limited access to external guests or observers. |
Temporary access for guests/observers is well-documented for due diligence and audits. | |
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Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes. |
Read-only roles/permissions available for certain users (observers, auditors). | |
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Audit Logs for Permissions Changes Records all changes made to roles and permissions. |
All permission changes are logged for audit compliance. | |
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Permission Cap Maximum number of distinct user roles supported. |
No information available | |
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Single Sign-On (SSO) Integrates with corporate SSO solutions for secure login. |
Supports SAML/SSO integrations, a common requirement for enterprise and board-level use. | |
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Multi-Factor Authentication (MFA) Supports MFA for enhanced login security. |
Multi-factor authentication is offered as part of the secure login process. | |
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User Deactivation/Deletion Admins can revoke access instantly. |
User accounts can be suspended or deleted immediately by admins. | |
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Privacy Mode Hide certain meeting details from non-privileged participants. |
Privacy mode/hiding items from guests and non-privileged participants documented on security page. |
Compliance and Auditing
(8 Yes /8 Known /8 Possible features)
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Full Audit Trail Comprehensive activity and access logging for all users. |
Comprehensive user and file audit log features listed for compliance reporting. | |
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Regulatory Audit Exports Generate audit-ready exports on-demand in standard formats. |
Regulatory/export audit records are available as part of compliance suite. | |
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Meeting Minutes Archiving Permanent storage of meeting minutes, agendas, and resolutions. |
Permanent archiving of board minutes/agendas built into the system. | |
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Retention Policy Management Automate retention and deletion schedules based on internal policies. |
Automated retention/deletion schedule controls available for data management compliance. | |
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Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001). |
SOC 2 and ISO compliance certificates available, as published on the vendor trust center. | |
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e-Signature Support Legally binding electronic signatures for resolutions and approvals. |
E-signature support (for resolutions/approvals) is core to Boardvantage – DocuSign integration or proprietary e-sign included. | |
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Data Residency Controls Specify geographic location where data is stored for regulatory reasons. |
Data residency/location controls noted as a feature for international firms with regional laws. | |
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Custom Audit Report Generation Create filtered or tailored audit reports. |
Custom and filtered audit reports are available for regulatory and IT purposes. |
Search and Knowledge Management
(7 Yes /7 Known /7 Possible features)
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Full-Text Search Search all meeting materials, minutes, and decisions. |
Full-text search for documents, meetings, and archives is a standard function. | |
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Tagging and Categorization Apply tags or categories to meetings and documents. |
Categorization/tagging of meetings and documents is available for board organization. | |
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Meeting Archive Browser Browse archived meetings by year, fund, or theme. |
Meeting archive browsing capabilities (by date, group, etc.) are shown in UI demos. | |
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Decision Tracking Quickly find past decisions by deal, company, or date. |
Decision search and tracking by company/deal/date well-documented for board use-cases. | |
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Advanced Filtering Filter records by participants, topics, or vote outcomes. |
Advanced filtering (participants, topics, outcomes) is a marketing and support highlight. | |
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Knowledge Base Integration Link or reference materials in a centralized knowledge base. |
Integration with knowledge bases or resource libraries is described in vendor materials. | |
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Attachment Search Search the text within attached documents when possible. |
Attachment/document text search supported as part of full-text search function. |
Collaboration and Communication
(7 Yes /7 Known /8 Possible features)
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Discussion Threads Dedicated discussion channels for agenda items or proposals. |
Dedicated discussion threads for agenda/proposal items available in collaboration modules. | |
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Commenting on Materials Inline or sidebar comments directly on shared documents. |
Commenting directly on documents/materials available in the system. | |
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Real-Time Chat Instant messaging embedded within the meeting portal. |
Secure real-time chat/messaging features embedded in the Boardvantage app. | |
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Polls and Surveys Lightweight polls for informal feedback before decisions. |
User-triggered polls/surveys exist for informal feedback within the board portal. | |
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Email Notifications Automated email updates for mentions, assignments, or changes. |
Automated email notifications for assignments, mentions, and updates listed by the vendor. | |
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Mentions and Alerts Notify specific members via @mentions or priority alerts. |
Mentions and priority alerts available as part of the notification system. | |
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External Guest Messaging Allow communication with invited external guests in a controlled fashion. |
Messaging with external guests (with control) supported for due diligence and board guest access. | |
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Live Chat Cap Maximum number of simultaneous chat participants supported. |
No information available |
Integrations and Platform Compatibility
(6 Yes /6 Known /8 Possible features)
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Calendar System Integration Sync with leading calendar platforms for seamless scheduling. |
Calendar system integration (Google, Outlook, etc.) is a key value proposition. | |
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Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage. |
Document management integrations (Dropbox, Box, SharePoint, Google Drive) available via configuration. | |
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CRM Integration Integrate with investment management or CRM platforms. |
No information available | |
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API Access REST or GraphQL APIs for custom integrations. |
API access for integrations/extensions is advertised for enterprise/SaaS clients. | |
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Mobile Application Native apps for iOS and Android for on-the-go access. |
Native mobile apps for iOS and Android available in Apple/Google app stores. | |
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Web Browser Support Runs on all modern browsers with full functionality. |
Works in all modern browsers; cross-platform support is a key marketing point. | |
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Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings. |
Video conferencing (Zoom, Teams, etc.) supported via integrated scheduler and links as per feature docs. | |
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Integration Cap Maximum number of third-party integrations supported. |
No information available |
Reporting and Analytics
(7 Yes /7 Known /8 Possible features)
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Meeting Attendance Reports Generate and export attendance logs over custom periods. |
Attendance reports and export features available for board meeting logs. | |
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Decision Analytics Analytics on votes, participation, and time to decisions. |
Decision analytics (votes, participation, timing) available via dashboard and reports. | |
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Action Item Completion Metrics Measure percentage and average time to complete follow-ups. |
Action item completion stats (metrics and averages) included in analytics center. | |
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Custom Report Builder Build tailored reports for internal or LP needs. |
Custom report building supported for internal and external stakeholder requirements. | |
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Export to Excel/CSV Export all data for advanced external analysis. |
Export to Excel, CSV is available throughout the analytics and meeting modules. | |
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Dashboard Customization Configure analytics dashboards by user or team. |
Customizable dashboards and analytics views confirmed by product screenshots and product sheets. | |
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Data Visualization Tools Charts, graphs, and other visual aids for trends and history. |
Charts, graphs, and visual analytics tools are a feature of the analytics suite. | |
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Reporting Cap Maximum number of custom reports that can be created and stored. |
No information available |
Usability and Support
(7 Yes /7 Known /8 Possible features)
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Intuitive User Interface Modern, easy-to-understand UI for all users. |
Emphasis on modern, intuitive UI for compliance and executive usability mentioned in reviews and product videos. | |
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Onboarding Assistance Guided setup or training for efficient adoption. |
Onboarding assistance and guided training sessions available for new organizations/teams. | |
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Contextual Help Tooltip, guides, and FAQs available within the interface. |
Contextual help, tooltips, and FAQs included in the UI and online documentation. | |
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24/7 Support Live support available at any time. |
24/7 support coverage for all enterprise clients as per Nasdaq's global product support description. | |
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Multi-Language Support Platform available in multiple languages. |
Multi-language support available; platform localized for major languages (including English, French, German, etc.). | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
Accessibility standards (WCAG) compliance referenced in public-facing trust/SEC filings and accessibility documentation. | |
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Self-Service Knowledge Base Extensive online documentation and troubleshooting resources. |
Robust online knowledge base and product documentation available to all users. | |
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Uptime SLA Service-level agreement on uptime guarantee. |
No information available |
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