OnBoard

What OnBoard does

OnBoard is a cloud-based board management software platform operated by Passageways, Inc., headquartered in Indianapolis, Indiana. The platform centralizes the full board meeting lifecycle — agenda building, board book assembly, minutes drafting, voting and approvals, secure messaging, document management, and post-meeting continuity tools (assessments, diversity reporting, skills tracking, roles and terms management) — into a single system of record purpose-built for corporate and nonprofit governance. It is built on Microsoft Azure infrastructure with SOC 2 Type II, ISO 27001, ISO 27701, HIPAA, and GDPR certifications, and integrates natively with Microsoft 365, Zoom, Microsoft Teams, DocuSign, Okta, and OneLogin. The platform serves approximately 6,000+ customers and 175,000+ users across 30,000+ boards in associations, financial services, government, healthcare, education, nonprofits, technology, and venture capital/private equity, with named adopters including Green Bay Packers, Khan Academy, Purdue University, Bluetooth SIG, Mercy Hospital, and Excellus BlueCross BlueShield.

The product surface spans a core platform plus a suite of specialized modules and the recently launched OnBoard AI Suite (AI Agenda, AI Book, AI Minutes, AI Assist). The company monetizes through annual per-seat SaaS subscriptions priced via a consultative sales motion, with a free trial funnel feeding both enterprise field sales and inside sales, plus a 2026-launched Association Management Company (AMC) reseller channel and a deep referral partner ecosystem (Microsoft, AGB, ASAE, ICBA, CSAE, CUES, TechSoup, BoardSource, PMI, IoD, and dozens of regional banking and hospital associations). The company was founded in 2003, received a $100 million growth equity investment from JMI Equity in July 2021, and has since executed two strategic acquisitions — eSCRIBE Software (Canadian public sector governance, August 2021) and Govenda (AI-enabled board management, May 2024) — to extend geographic reach, add AI capabilities, and grow the customer base.

Name

OnBoard

Legal name

Passageways, Inc.

Website

https://onboardmeetings.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

251–500 employees

Short description

OnBoard is a cloud-based board management SaaS platform that helps organizations prepare, conduct, and analyze board meetings. Operated by Passageways, Inc., it serves 6,000+ customers and 175,000+ users across associations, financial services, healthcare, education, nonprofits, government, and technology sectors globally.

Ownership category

akta.pro rank

Product category

Board Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Governance & Board Effectiveness Advisory (BPAHAFAC)

Keywords

• Board management software
• Board portal platform
• Governance technology
• Meeting management software
• Corporate governance tools

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription Licensing: OnBoard generates revenue through annual SaaS subscription licenses sold on a per-seat (per board director) basis. Customers pay for access to the full platform including AI Suite features, with pricing tiers based on organization size and feature requirements. The company offers free trials to enable evaluation before purchase commitment.

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels14 records

Core offering

OnBoard is a cloud-based board management SaaS platform that helps organizations prepare, conduct, and analyze board meetings. It centralizes agenda building, board book assembly, minutes drafting, voting, document management, secure messaging, and AI-powered governance tools into a single secure system of record. The platform serves corporate, nonprofit, education, government, healthcare, and association boards globally.

Product overview

OnBoard is a unified board management software platform (board portal) that provides a comprehensive suite of tools for corporate governance, including core meeting management, AI-powered productivity features, and specialized modules. The platform operates as a platform-plus-modules architecture comprising the core OnBoard platform, the OnBoard AI Suite (AI Agenda, AI Book, AI Minutes, AI Assist), and specialized modules (Agenda Builder, Minutes Builder, Voting & Approvals, eSignatures, Task Management, Board Assessments, Diversity Reporting, Skills Tracking, Secure Messenger, Document Management, Surveys, and mobile apps). Through its parent company Passageways, OnBoard has expanded via acquisitions of eSCRIBE Software (public sector meeting management) and Govenda (AI-enabled board management). The platform also includes a higher education sub-brand called AGB OnBoard developed in partnership with AGB. OnBoard serves over 6,000 customers across 30,000+ boards globally.

Differentiator

Problem solved

Functional benefit

Brands

• AGB OnBoard: A board portal engineered uniquely for higher education boards and leadership, equipped with AGB trusted content, in partnership with the Association of Governing Boards of Universities and Colleges.

Products and services

• OnBoard Board Management Platform A comprehensive cloud-based board management software platform that centralizes meeting creation, document distribution, agenda building, minutes drafting, voting, secure messaging, AI-powered governance, and board communications in a single secure system of record for corporate, nonprofit, education, government, healthcare, association, and financial services boards.
• AGB OnBoard A co-branded board portal specifically engineered for higher education boards and leadership, equipped with AGB trusted content and proprietary intellectual property, developed in partnership with the Association of Governing Boards of Universities and Colleges.
• Govenda An AI-enabled board management software platform for corporate boards acquired by OnBoard in May 2024, known for AI applications in boardroom governance and integrated to enhance OnBoard's AI capabilities.
• eSCRIBE Software A cloud-based governance and meeting management solution for public sector boards acquired by OnBoard's parent Passageways in August 2021, serving over 3,500 boards and 14,000 subcommittees across 30+ countries.

Quantifiable outcome

• 2x faster meeting preparation
• +7 more outcomes

Named customers13 records

Segments12 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability5 records

Feature18 records

Partnerships

26 partnerships are on record, tiered flagship, core, regional and minor.

• MicrosoftflagshipStrategic or Co-development PartnerOnBoard is a Microsoft Tech for Social Impact partner, committed to providing relevant, affordable, and innovative cloud and AI solutions to help nonprofits. Microsoft provides grants and discounts for Azure, Dynamics 365, and Microsoft 365 to nonprofits globally. OnBoard's platform is built on Microsoft Azure infrastructure.
• AGB (Association of Governing Boards of Universities and Colleges)flagshipStrategic or Co-development PartnerPassageways partners with AGB to offer AGB OnBoard — a board portal engineered uniquely for higher education boards and leadership with AGB's proprietary intellectual property integrated. It is the only board and committee meeting solution that includes AGB content and empowers leaders to use technology for informed decision-making.
• TechSoupcoreGTM or Marketing PartnerTechSoup equips changemakers with transformative technology solutions and skills to improve lives globally and locally. Passageways/OnBoard partners with TechSoup to provide affordable access to board governance technology for nonprofits through TechSoup's discount program for nonprofits globally.
• ASAE Business Services (ABSI)coreGTM or Marketing PartnerABSI, the wholly-owned subsidiary of ASAE (American Society of Association Executives), provides essential business services for associations and nonprofits. The partnership enables OnBoard to reach ASAE's membership of association executives through co-marketing and referral channels.
• ICBA (Independent Community Bankers of America)coreGTM or Marketing PartnerICBA is the nation's voice for more than 6,500 community banks. Passageways partners with ICBA to offer board governance solutions to community bank members across the United States.
• CSAE (Canadian Society of Association Executives)regionalGTM or Marketing PartnerCSAE is Canada's only member-based not-for-profit organization for association excellence. The partnership combines CSAE's governance expertise with OnBoard's secure meeting platform to serve Canadian association boards and committees.
• CUES (Credit Union Executives Society)regionalGTM or Marketing PartnerCUES Supplier Membership offers access to credit union decision-makers across the U.S., Canada, and the Caribbean. The partnership enables OnBoard to reach over 14,000 credit union leaders through CUES's network.
• BoardSourcecoreGTM or Marketing PartnerBoardSource is the recognized leader in nonprofit board leadership research, support, and training. The partnership enables OnBoard to reach nonprofit boards through BoardSource's extensive resources and network of nonprofit governance leaders.
• NAPAHE (National Association of Presidential Assistants in Higher Education)regionalGTM or Marketing PartnerNAPAHE serves presidential assistants and professionals supporting higher education leaders. The partnership enables OnBoard to reach higher education governance professionals through NAPAHE's programming and networking events.
• NACUSO (National Association of Credit Union Service Organizations)regionalGTM or Marketing PartnerNACUSO helps credit unions explore CUSOs and non-traditional products and services. The partnership enables OnBoard to reach credit union service organizations and their member credit unions.
• The Zumaya GroupminorGTM or Marketing PartnerThe Zumaya Group advises cause-driven organizations on talent and strategy. They help organizations that serve others improve their capabilities and are an advisory and referral partner for OnBoard in the nonprofit space.
• FCC ServicesregionalGTM or Marketing PartnerFCC Services creates connections for board, organizational, professional, and leadership development. Passkey Network Partners reach more than 450 organizations and 20,000 individual members, serving as a referral channel for OnBoard's governance solutions.
• Texas Bankers AssociationregionalGTM or Marketing PartnerThe oldest and largest state banking association in the nation, representing banks of all sizes across Texas. A regional referral partner for OnBoard in the financial services sector.
• Massachusetts Bankers AssociationregionalGTM or Marketing PartnerA multi-faceted banking trade group representing approximately 145 banks throughout Massachusetts and New England, with member institutions managing aggregate $27 trillion in assets under custody.
• Arkansas Community Bankers AssociationregionalGTM or Marketing PartnerCommitted to preserving and promoting community banks, their franchise values, and the communities they serve in Arkansas.
• Indiana Bankers AssociationregionalGTM or Marketing PartnerGives the Indiana banking community a voice in the Indiana General Assembly and in Washington, D.C. A regional referral partner for OnBoard in financial services.
• Kentucky Credit Union LeagueregionalGTM or Marketing PartnerAn association of credit unions operating in the Commonwealth of Kentucky. A regional referral partner for OnBoard's credit union governance solutions.
• The Network of Jewish Human Service AgenciesregionalGTM or Marketing PartnerAn international membership association of 170+ nonprofit Jewish human service organizations across the U.S., Canada, and Israel, reaching nearly two million clients annually.
• PMI (Pensions Management Institute)regionalGTM or Marketing PartnerRepresents over 2,000 UK pension schemes with a portfolio of over 6,500 pensions professionals. A regional partner for OnBoard in the UK pension and governance sector.
• IoD (Institute of Directors, UK)regionalGTM or Marketing PartnerA community of passionate UK business leaders providing professional development, information, guidance, and resources to help directors lead more effectively.
• InterActionregionalGTM or Marketing PartnerThe leading alliance of NGOs and partners in the United States, focused on serving the world's impoverished and vulnerable populations. A referral partner for OnBoard in the nonprofit sector.
• Ohio Hospital AssociationregionalGTM or Marketing PartnerAs the united voice of Ohio's hospitals, the Ohio Hospital Association leverages data and expertise to influence health policy, drive quality improvement, and advocate for economic sustainability. A regional healthcare partner for OnBoard.
• Montana Hospital AssociationregionalGTM or Marketing PartnerA nonprofit organization with over 80 members providing the full spectrum of healthcare services in Montana. A regional healthcare partner for OnBoard.
• Synergos AMCcoreChannel Partner/ Reseller/ DistributorSynergos AMC signed an agreement to become the first Association Management Company to adopt OnBoard under the company's new AMC model launched in March 2026. Through the partnership, Synergos provides the associations it manages with access to OnBoard's board management platform, enabling smaller organizations to adopt modern governance technology through their AMC partner.
• Stanford Graduate School of Business - Corporate Governance Research InitiativeflagshipStrategic or Co-development PartnerOnBoard announced a formal multi-phase collaboration with Professor Amit Seru and the Corporate Governance Research Initiative at Stanford GSB in February 2026. The partnership combines Stanford's academic governance research with OnBoard's technology platform and AI capabilities to develop new governance tools, benchmarking frameworks, and practical AI-powered governance solutions. The collaboration aims to translate emerging academic insights into practical solutions for OnBoard's 6,000+ users and the broader global community of independent directors.
• Govenda (Acquired)coreStrategic or Co-development PartnerOnBoard acquired Pittsburgh-based Govenda in May 2024. Govenda was a provider of AI-enabled board management software with approximately 600 customers and 25 employees. The acquisition enhances OnBoard's AI governance capabilities and expands its customer base. Terms were not disclosed.

Scale indicators15 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Workiva: Workiva is a leading governance, risk, compliance, and ESG reporting platform serving public companies, including board reporting workflows. As a broader GRC incumbent, Workiva competes for the same enterprise governance budget with integrated reporting, audit, and ESG capabilities extending beyond board management alone.
• Mitratech: Mitratech is a legal, compliance, and governance technology platform serving corporate legal departments and boards. As a broader GRC and legal operations incumbent, Mitratech overlaps with OnBoard in regulated industry governance and competes for board-level software budget in enterprises.

Direct peers

• Diligent: Diligent is the largest and most direct competitor in board management software, offering Diligent Boards alongside broader governance, risk, compliance, and ESG suites. Both target enterprise and mid-market boards with secure meeting management, voting, and director collaboration; Diligent's broader portfolio pressures OnBoard on single-vendor procurement decisions.
• Nasdaq Boardvantage: Nasdaq Boardvantage is the board portal product from Nasdaq, targeting enterprise and public company boards with secure document distribution, meeting management, and director collaboration. Directly comparable feature set to OnBoard with strong brand recognition in public company governance.
• BoardEffect: BoardEffect is a board management platform purpose-built for nonprofits, healthcare, education, and credit unions — overlapping directly with OnBoard's strongest vertical segments. Both compete on intuitive director experience, secure document handling, and committee management for mission-driven boards.
• Azeus Convene: Azeus Convene is a board portal solution serving enterprises, governments, and nonprofits across multiple geographies. It provides meeting management, document collaboration, voting, and e-signature functionality — directly competing with OnBoard for enterprise board contracts globally.
• Boardable: Boardable is a board management software targeting nonprofits, associations, and mid-market organizations with meeting tools, document sharing, and member engagement features. Positioned as a more accessible, transparent-pricing alternative to OnBoard in the same vertical segments.
• iCompass (CivicPlus): iCompass, part of CivicPlus, provides board management software for public sector and municipal government bodies — directly overlapping with OnBoard's eSCRIBE-acquired public sector capability. Both serve government boards with agenda management, minutes, and public records compliance.
• Sherpany: Sherpany is a European board management platform headquartered in Switzerland, serving executive committees and boards with meeting preparation, decision-making, and collaboration tools. Directly comparable to OnBoard in product scope with stronger European market presence and data residency positioning.
• BoardPro: BoardPro is a board management software built for small to mid-sized boards, focusing on simplicity, paperless meetings, and decision tracking. Targets the same broader SMB and mid-market segments as OnBoard's inside sales motion, with emphasis on straightforward board meeting workflows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/onboardmeetings
• YouTubeyoutube.com/channel/UCUJ48FifEEvJl8hAghhJycQ/videos
• Facebookfacebook.com/OnBoardMeetings
• LinkedInlinkedin.com/company/onboardmeetings
• Instagraminstagram.com/onboardmeetings/?hl=en

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries2 records

Funding overview

Funding rounds4 records

Investors3 records

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

M&A2 records

Investments

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

Frequently asked questions about OnBoard