Board on Track

What Board on Track does

BoardOnTrack, Inc. is a privately held SaaS company, founded in 2010 by Marci Cornell-Feist and headquartered in Concord, Massachusetts, that sells a subscription-based online board governance platform purpose-built for U.S. public charter schools. The platform combines meeting management (with virtual meeting integration, paperless workflows, and AI-powered minutes generation from transcripts), document storage, a goals dashboard, board performance assessments, a CEO evaluation tool, a data-driven recruiting dashboard, and a public-facing portal for one-click agenda and minute posting designed to satisfy open meeting law transparency requirements across multiple state jurisdictions. A complementary BoardSavvy™ coaching layer delivers personalized continuity coaching, live training sessions, and on-demand workshops, packaged into memberships that bundle platform access with expert guidance rather than billable consulting hours.

The company distributes almost exclusively through a sales-led motion: content marketing (blog, free email courses, newsletters, published governance books) and state-certified training programs feed prospects into 30-minute live demo tours with governance experts, which convert into annual subscription memberships. Pricing is quote-based and undisclosed publicly; subscription terms auto-renew with 30-day non-renewal notice and are non-cancelable and non-refundable per published terms of service. BoardOnTrack serves what it describes as hundreds of charter school boards and CEOs nationwide, with the founder claiming direct engagement with more than 500 charter school boards across two decades; the company also publishes an annual Charter School Governance Index based on survey responses from 635 trustees and CEOs across roughly 166 charter schools.

Operationally, BoardOnTrack is a small organization (11-50 employees) that has raised approximately $1.9M across a 2015 syndicated angel/seed round led by investors including Cherrystone Angel Group, MassVentures, Astia Angels, and others, plus a 2017 Lighter Capital tranche. The leadership team has expanded beyond the founder to include a Chief Governance Officer, a CMO, a COO, a CFO, and a Chief Customer and Product Officer, with no disclosed parent company, M&A activity, or follow-on institutional financing. Co-marketing partnerships with Charter School Capital, Charter School Growth Fund, and NACSA anchor the company's position in the charter ecosystem, while integrations remain limited to standard web tools (Google Analytics, social sharing, Vanilla Forums for the member community).

Name

Board on Track

Legal name

BoardOnTrack, Inc.

Website

https://boardontrack.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

BoardOnTrack sells a subscription SaaS platform and BoardSavvy coaching service that help U.S. public charter school boards run effective, legally transparent meetings, manage documents, recruit trustees, evaluate CEOs, and track governance goals.

Ownership category

akta.pro rank

Product category

Board Governance Software for Charter Schools

NAICS

Educational Support Services (61171)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Policy, Governance & Board Administration (EDAJAHAG)

akta.pro secondary industries

Governance Bodies & Board/Trustee Administration (EDADAKAL), Governance & Board Effectiveness Advisory (BPAHAFAC)

Keywords

• Board governance software
• Charter school management
• Online board management
• Public meeting compliance
• Governance training services

Headquarters

HQ city

Concord

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Subscription Membership: BoardOnTrack operates on a subscription membership model providing access to the online board management platform, expert guidance, coaching, training resources, and community access. Subscriptions are paid via Order Forms with fees specified per customer. Payment obligations are noncancelable and fees are non-refundable. Subscriptions auto-renew for additional periods unless 30-day notice of non-renewal is given.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

BoardOnTrack provides public charter schools with an all-in-one online board governance platform combined with expert governance guidance sold as a subscription membership. The platform covers virtual meeting management, AI-powered minute generation, document storage, goals and assessment tracking, recruiting and CEO evaluation tools, and a public transparency portal for open meeting law compliance, and is augmented by the BoardSavvy™ Coaching program.

Product overview

BoardOnTrack is a unified board governance platform designed specifically for public charter schools. The core offering consists of the BoardOnTrack Platform, which provides an all-in-one online board management system including meeting management with AI-powered minutes generation, document storage, goal tracking dashboards, board assessments, CEO evaluation tools, and a public portal for transparency compliance. This core platform is enhanced by BoardSavvy™ Coaching, which offers personalized coaching, live sessions, and on-demand workshops. Additional modules include a recruiting dashboard with data-driven roadmaps, board training email courses, and a community forum. The platform enables boards to manage meetings virtually, track goals and progress, conduct assessments, evaluate CEOs, and maintain open meeting law compliance through an integrated public portal.

Differentiator

Problem solved

Functional benefit

Brands

• BoardSavvy: A coaching program by BoardOnTrack providing personalized coaching, live sessions, on-demand workshops, and robust resources for board members, Superintendents, CEOs, and staff

Products and services

• BoardOnTrack Platform An all-in-one online board governance platform for public charter schools that provides meeting management, document storage, goal tracking, board assessments, calendar management, public transparency portal, AI-powered meeting minute generation, recruiting dashboard, and CEO evaluation tools, sold as part of the BoardOnTrack membership subscription.
• BoardSavvy™ Coaching Personalized coaching service including continuity coaching, live sessions, on-demand workshops, and resources for board members, Superintendents, CEOs, and staff, delivered as part of the BoardOnTrack membership to help boards become BoardSavvy™.
• Board Training Email Courses Free structured email-based training courses on topics such as Board Retreat Planning, Charter School Board Recruiting, and Board Goals, delivered in bite-sized pieces for busy trustees and executives, available via the BoardOnTrack website.
• Member Community Forum A member community platform for BoardOnTrack subscribers and registered users to connect, share resources, and learn governance best practices, powered by Vanilla Forums.

Quantifiable outcome

• Platform serves 500+ charter school boards nationwide
• +1 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability2 records

Feature9 records

Partnerships

Three partnerships are on record, tiered minor.

• Charter School CapitalminorGTM or Marketing PartnerCharter School Capital partnered with BoardOnTrack for co-marketing through content collaboration. Mike Mizzoni, BoardOnTrack's Chief Governance Officer, appeared on Charter EdTalks video series to discuss charter school board governance topics.
• Charter School Growth FundminorGTM or Marketing PartnerBoardOnTrack partnered with Charter School Growth Fund as an expert contributor for the 2021 Charter School Governance Index webinar discussion on results of the second-annual governance index.
• NACSAminorGTM or Marketing PartnerBoardOnTrack partnered with NACSA (National Association of Charter School Authorizers) as an expert contributor for the 2021 Charter School Governance Index webinar.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Diligent: Diligent is the largest dedicated board management software vendor, serving corporate and nonprofit boards globally. While not charter-school focused, it represents the dominant horizontal incumbent that could expand down-market into K-12 governance.
• Convene (Diligent): Convene is a board portal now part of Diligent, serving regulated and public sector boards. It represents the high end of the board management market and a potential competitor as governance requirements tighten for charter authorizers.
• iCompass (Diligent): iCompass is a meeting and governance management solution now under Diligent, widely used by local governments and public agencies. Its agenda, minutes, and public portal functionality directly mirrors BoardOnTrack's transparency compliance toolkit for public bodies.

Direct peers

• OnBoard: OnBoard is a board management platform used by schools, nonprofits, and corporations. It competes directly in the board portal, meeting management, and minutes space, though without BoardOnTrack's charter-specific compliance depth.
• Boardable: Boardable provides board management software commonly adopted by nonprofits and member-driven organizations, including some education entities. It competes in meeting management, document storage, and board engagement — overlapping with several of BoardOnTrack's modules.
• BoardEffect: BoardEffect is a board management platform purpose-built for nonprofit and mission-driven organizations, including schools. Its feature set (meetings, documents, evaluations, surveys) is highly comparable to BoardOnTrack's core platform.
• Passageways (OnSemble): Passageways offers board and employee collaboration software used by credit unions, healthcare, and education organizations. The OnSemble/BoardEffect-style board portal functionality overlaps with BoardOnTrack's meeting, document, and committee features.
• Aprio: Aprio offers a board portal and meeting management solution for public sector and nonprofit boards. Its governance, voting, and public-meeting features are directly comparable to BoardOnTrack's transparency compliance and meeting workflows.

Regional players

• BoardIntelligence: BoardIntelligence is a UK-based board support platform focused on helping boards produce better papers and decisions. It is comparable as a board productivity / governance tooling peer, though it primarily serves UK FTSE and public sector boards rather than U.S. charter schools.
• BoardPAC: BoardPAC is a mobile-first board meeting app used by banks, governments, and education bodies, with strongest presence in Asia-Pacific. It overlaps with BoardOnTrack in secure meeting distribution and minutes, though it does not target U.S. charter schools.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/boardontrack
• Facebookfacebook.com/BoardOnTrack
• LinkedInlinkedin.com/company/boardontrack

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds3 records

Investors9 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 Board on Track