What Boardable does

Boardable is a privately held SaaS company founded in 2016 and headquartered in Indianapolis that sells board management software purpose-built for nonprofit and public-sector organizations. The platform unifies the full board workflow — agenda building, document management, video meetings, minutes creation, polls and voting, committee workspaces, surveys, eSignatures, public transparency sites, and mobile access — into a single cloud-hosted environment running on AWS. Its current footprint includes 2,000+ nonprofit customers serving roughly 300k board members across 140 countries, with a customer mix spanning associations, healthcare, community organizations, education, and government-affiliated bodies, and named logos including Big Brothers Big Sisters of America, United Way of Central Indiana, Butler University, and Boys & Girls Clubs of Truckee Meadows.

The product is differentiated from generic enterprise collaboration tools by domain-specific features (ADA-compliant public sites, committee roll-ups, motion and voting workflows, volunteer-aware pricing) and by compliance baked into the core platform (SOC 2 Type II, HIPAA, GDPR, WCAG-AA). AI is delivered through Boardable AI, which leverages Anthropic's Claude for AI-generated meeting minutes, summaries, real-time transcription-based insights, an in-meeting assistant, and a Boardable Consultant GPT trained on nonprofit governance best practices. The platform integrates with Microsoft 365 (Teams, OneDrive, SharePoint, Outlook), Google Workspace (Drive, Calendar), Salesforce, Zoom, Dropbox, YouTube, and LinkedIn via SSO, file, video, and CRM connectors.

Boardable monetizes through per-seat SaaS subscriptions on three tiers (Essentials, Professional, Enterprise) sold on annual contracts with quote-based pricing and volunteer discounts, combining a product-led growth motion (free trial, self-serve onboarding, mobile apps on iOS and Android) with a sales-assisted motion for mid-market and enterprise prospects via demos. Total disclosed funding is approximately $14.8M across six rounds, most recently a $2.6M Series A led by Base10 Partners in October 2022, with prior participation from High Alpha, Collina Ventures, Ironwood Ventures, IU Ventures, VisionTech Partners, and Elevate Ventures.

Name

Boardable

Legal name

Boardable

Website

https://boardable.com/

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Boardable is a cloud-based SaaS platform that provides board management software purpose-built for nonprofit and public-sector organizations, serving 2,000+ nonprofits and 300k board members across 140 countries with integrated agendas, documents, video, AI-powered minutes, and governance compliance.

Ownership category

akta.pro rank

Product category

Board Management Software

NAICS

Business Service Centers (56143)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Governance & Board Effectiveness Advisory (BPAHAFAC)

Keywords

• Board management software
• Nonprofit governance software
• Meeting management software
• Board portal platform
• Nonprofit SaaS platform

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription (Per-User): Boardable generates revenue through recurring SaaS subscriptions with per-user pricing tiers (Essentials, Professional, Enterprise). Pricing is described as transparent and fair with volunteer discounts included. Plans offer different feature sets including Basic Video, Boardable Video, Streaming, Public Site, and unlimited storage on higher tiers.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Boardable is a cloud-based SaaS board management platform purpose-built for nonprofit, association, healthcare, education, and government-affiliated organizations. It centralizes the full meeting lifecycle—agenda building, document management, virtual and hybrid meetings, AI-generated minutes, voting, surveys, eSignatures, public transparency sites, and committee workflows—into a single integrated product sold on per-seat annual subscriptions across Essentials, Professional, and Enterprise tiers.

Product overview

Boardable is a unified board management SaaS platform designed specifically for nonprofit and public-sector organizations. The core platform integrates multiple modules including Boardable AI (generative AI for minutes and summaries), Boardable Video (video conferencing with transcription), Document Center (secure document management), Agenda Builder, Minutes Maker, Groups & Committees, Polls & Voting, Discussions, Task Manager, Reporting, eSignatures, Boardable Surveys, Public Sites, and a Mobile App. The platform operates as an integrated suite where all components share a common data layer—documents created in the Document Center attach to agendas built in Agenda Builder, which flow into Minutes Maker, with AI-generated summaries automatically linked back to meetings. Security and compliance features (SOC 2 Type II, HIPAA, GDPR) are built into the core infrastructure rather than sold as add-ons.

Differentiator

Problem solved

Functional benefit

Products and services

• Boardable AI Generative AI assistant integrated into Boardable workflows that produces meeting minutes and summaries from transcripts, answers governance questions in real time during meetings, and provides a Boardable Consultant GPT trained on nonprofit board management best practices. Built for nonprofit administrators, board leaders, and members.
• Boardable Video Native video conferencing for nonprofit boards combining agenda management, real-time transcription, closed captions, screen sharing, in-meeting chat, recording, and AI-generated minutes in a single no-download experience. For nonprofit boards running virtual and hybrid meetings.
• Boardable Surveys Forms and survey builder for boards that consolidates surveys, nominations, onboarding, compliance, and feedback workflows with templates, digital signatures, and automated reporting. For nonprofit administrators, board chairs, and committee leads.
• Public Sites Public-facing transparency hub that lets nonprofits and government entities publish agendas, minutes, and policies online with ADA/WCAG-AA compliance, searchable archives, and PDF/UA-validated exports. For associations, governments, and community organizations requiring transparent public records.
• eSignatures Digital signature collection for governance documents, bylaws, and compliance forms with automated reminders, status tracking, and archive within the Boardable Document Center. For board secretaries and administrators needing audit-ready approvals.
• Document Center Centralized, searchable document repository for board materials with unlimited storage, universal search, folder organization, role-based access controls, in-browser annotation, and integrations with Google Drive, OneDrive, Dropbox, and SharePoint. For board administrators and members managing governance documents.
• Agenda Builder Visual agenda editor with customizable templates, drag-and-drop interface, file attachments, time durations, and responsible-party assignments that flow directly into the Minutes Maker. For board secretaries and administrators preparing meetings.
• Minutes Maker Meeting minutes editor that converts agendas into structured minutes, captures motions, decisions, votes, and attendance in real time, supports collaborative editing, and produces AI-generated minutes when paired with Boardable Video transcripts. For board secretaries and governance administrators.
• Digital Board Packet Paperless board packet generator that consolidates agendas, reports, and supporting documents into a single polished, searchable packet with one-click assembly and role-based access. For board administrators replacing paper board books with digital packets.
• Groups & Committees Committee and task force workspace management with dedicated home pages, role-based permissions, smart membership, and integration with meetings, documents, discussions, tasks, polls, and goals. For boards managing multiple committees and leadership structures.
• Boardable Mobile App Native iOS and Android mobile application providing board members on-the-go access to meetings, agendas, documents, packets, discussions, polls, tasks, goals, and people directory with push notifications. For volunteer board members needing remote access.
• Meeting Management End-to-end meeting workflow covering scheduling, RSVP, engagement dashboards, attendance tracking, and compliance-ready recordkeeping from preparation through follow-up. For board administrators and leaders running nonprofit meetings.
• Discussions Secure, searchable discussion tool replacing email with permissioned threads, @mentions with email reply, file sharing from cloud sources, and CSV export for audit trails. For boards collaborating between meetings.
• Task Manager Board accountability and task management tool that links tasks to meeting minutes and agendas with due dates, notifications, attachments, and admin oversight. For board administrators tracking action items.
• Reporting Board reporting and analytics suite covering engagement, attendance, RSVPs, downloads, discussions, polls, goals, and participation with CSV export and role-based access. For governance leaders and administrators monitoring board health.
• Polls & Voting Board polling and voting tool with single/multiple choice, write-ins, anonymous or identity-verified voting, attached context, comments, and CSV export of results. For boards making decisions between and during meetings.

Quantifiable outcome

• Boards using Boardable have reported significant savings in meeting prep time, freeing resources to better serve communities.
• +2 more outcomes

Named customers17 records

Segments7 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability6 records

Feature17 records

Partnerships

Eight partnerships are on record, tiered premier and core.

• Microsoft (Teams, OneDrive, SharePoint, Outlook, Office365)premierTechnology or IntegrationMicrosoft is a premier integration partner providing single sign-on authentication (supporting personal and business Microsoft accounts), calendar integration via Outlook, file storage and sharing via OneDrive and SharePoint, and video conferencing via Microsoft Teams. Users can connect Boardable to their Microsoft environment to streamline SSO, calendar management, and document workflows without leaving the platform.
• Google (Google Drive, Google Calendar)premierTechnology or IntegrationGoogle provides single sign-on authentication and cloud file storage integration via Google Drive. Boardable supports connecting Google Drive documents directly within the platform, allowing files to be edited live in Boardable and accessed by board members without switching tools.
• SalesforcepremierTechnology or IntegrationSalesforce is listed as a premier integration partner, enabling connectivity between Boardable's governance platform and Salesforce CRM for organizations that manage member or donor relationships alongside board governance workflows.
• ZoomcoreTechnology or IntegrationZoom video conferencing integration allows Boardable users to host meetings via Zoom directly from the platform. Boardable Video remains an alternative built-in option, and the company has confirmed continued support for Zoom as a third-party video conferencing option.
• DropboxcoreTechnology or IntegrationDropbox cloud storage integration allows Boardable users to attach and access files from Dropbox directly within the board management platform, providing another file source option alongside Google Drive and OneDrive.
• YouTubecoreTechnology or IntegrationYouTube livestreaming integration enables nonprofit organizations to broadcast board meetings, events, and fundraisers directly from Boardable, expanding community reach while keeping content centralized on the platform.
• LinkedIncoreTechnology or IntegrationLinkedIn provides single sign-on authentication alongside Google and Microsoft, allowing users to sign in to Boardable using their LinkedIn credentials as an alternative to email/password authentication.
• Anthropic (Claude)coreTechnology or IntegrationBoardable leverages Claude by Anthropic as the AI model powering its Boardable AI features, including AI-generated meeting minutes, summaries, key takeaways, and the Boardable Consultant GPT. Anthropic's models are chosen for their low hallucination rates and high accuracy, which Boardable cites as critical for governance documentation accuracy.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• OnBoard: OnBoard is a board management software platform that directly competes with Boardable across nonprofit, education, and association segments. Both products emphasize ease of use, virtual meeting support, and integrated document/packet workflows for boards of directors.
• BoardEffect: BoardEffect is a board management platform purpose-built for nonprofits and associations, directly competing with Boardable on board portal, meeting, and document management capabilities. It shares Boardable's vertical focus on mission-driven organizations.
• Convene (by Diligent): Convene is a board portal and meeting management platform owned by Diligent that competes directly with Boardable in serving boards of directors. It offers document management, voting, minutes, and virtual meeting features targeted at governance teams.
• Passageways (OnSemble): Passageways provides board portal and employee intranet software (OnSemble) that directly competes with Boardable in serving nonprofit and association boards. Both products focus on collaboration, document management, and governance workflows.
• Aprio (Board Management): Aprio provides board portal and meeting management software that directly competes with Boardable in serving corporate and nonprofit boards. It offers document management, voting, minutes, and virtual meeting features targeted at governance teams.

Broad incumbents

• Diligent: Diligent is a broad enterprise governance SaaS incumbent that owns BoardEffect and Convene, serving corporate, nonprofit, and public-sector boards. It competes with Boardable in the board portal category but at a much larger scale and with a more enterprise-centric feature set.
• Nasdaq Boardvantage: Nasdaq Boardvantage is an enterprise board management platform from Nasdaq serving corporate, nonprofit, and public-sector boards. It competes with Boardable in the board portal category, with deeper enterprise security features and a higher price point.
• Microsoft Teams: Microsoft Teams is a broad communication and collaboration incumbent that competes with Boardable indirectly by serving as a free or already-licensed tool for meetings, chat, and document collaboration. Its Copilot AI features increasingly overlap with Boardable AI capabilities.

Regional players

• BoardPAC: BoardPAC is a board portal and meeting management provider with strong presence in Asia-Pacific and EMEA, serving banks, governments, and corporates. It overlaps with Boardable on board management features but is a regional player with limited direct US nonprofit overlap.

Emerging players

• Azeo (BoardMaps): Azeo provides board portal and meeting management software serving European nonprofits, associations, and corporates. It competes with Boardable on board workflow features but has a narrower geographic and vertical footprint.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/BoardableApp
• YouTubeyoutube.com/channel/UC-ciDPTffZK3WLjrUnSABbA
• Facebookfacebook.com/boardable
• LinkedInlinkedin.com/company/boardable
• Instagraminstagram.com/boardableapp

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds7 records

Investors8 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Boardable