Sherpany
Sherpany is a Zurich-based SaaS platform that centralizes agenda building, document distribution, secure offline access, voting, and minutes for boards, executive committees, and regulated-industry customers across Europe. Acquired by Datasite in February 2024.
- Company typePrivate
- Founded2011
- HeadquartersZürich, Switzerland
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Sherpany does
Sherpany is a Zurich-based SaaS provider of meeting management software purpose-built for boards of directors, executive committees, and steering committees at European enterprises. Founded in 2011 and operating under the legal entity Agilentia AG, the platform centralizes the full meeting lifecycle — agenda building, document distribution, secure offline/online access via mobile apps (iOS, Android, Windows), real-time collaboration, digital voting and circular resolutions, automated minutes, task assignment, and audit-grade decision tracking. The platform is delivered through tiered subscription plans (Board, Executive, Enterprise) plus modular bundles (Board Bundle, Copilot Bundle) and industry-specific extensions (Regulated Industries, Financial Services, Digital Champions), with pricing quote-based on users, meeting rooms, and feature/security requirements.
Revenue is generated through annual and multi-year SaaS subscriptions sold primarily via enterprise field sales, with a 'Request a demo' motion and dedicated Customer Success Managers. Distribution is reinforced through the Microsoft ecosystem (ISV Success programme, AppSource, Microsoft Store) and multi-channel marketing including content, podcasts, events, paid search, and remarketing. The company carries a deep compliance stack — ISO 27001, ISAE 3000 Type II, GDPR, FINMA 18/3, BaFin — and runs geo-redundant Swiss data centers outside US CLOUD Act reach, which anchors its position with regulated customers in financial services and insurance. In February 2024, Sherpany was acquired by Datasite LLC and now operates as a strategic business unit within Datasite while maintaining standalone operations under Agilentia AG, with Tobias Häckermann (formerly CEO) serving as General Manager and founder Nicole Herzog having transitioned out of the chair role.
Sherpany firmographics
Firmographics- Name
- Sherpany
- Legal name
- Agilentia AG
- Website
- https://sherpany.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Sherpany is a Zurich-based SaaS platform that centralizes agenda building, document distribution, secure offline access, voting, and minutes for boards, executive committees, and regulated-industry customers across Europe. Acquired by Datasite in February 2024.
- Ownership category
- akta.pro rank
Sherpany industry classification
Industry- Product category
- Board and Executive Meeting Management Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Work Management & Collaboration Suites (BPAMAMAG)
- akta.pro secondary industry
- Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI)
Keywords
Where Sherpany is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
Sherpany business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription (Board, Executive, Enterprise Plans): Subscription-based SaaS revenue model with tiered plans (Board, Executive, Enterprise) and All-inclusive offering for larger organizations. Pricing based on plan selected, number of users, meeting rooms, and feature requirements. Supports annual and multi-year contract billing.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Board Plan - For Boards of Directors |
| Subscription | Annual | Executive Plan - For Executive Leadership Teams |
| Subscription | Multi-year contract | Enterprise Plan - For Large Organizations |
| Subscription | Multi-year contract | All-inclusive Offering |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels10 records
Sherpany product offering
Product offeringCore offering
Sherpany is a cloud-based SaaS meeting management platform purpose-built for boards of directors and executive leadership teams. It centralizes the entire meeting lifecycle—from agenda building and secure document distribution to in-meeting collaboration, digital voting, circular resolutions, automated minutes, and post-meeting task tracking—and delivers it through native mobile apps (iOS, Android, Windows) with offline access. The platform includes AI Copilots (Minutes, Document, Translation, Quick Actions), industry-specific compliance extensions, and tiered subscription plans (Board, Executive, Enterprise, All-inclusive) for boards, committees, and executive teams across regulated industries.
Product overview
Sherpany is a meeting management software platform designed for boards and executive teams. The core product is a unified SaaS platform that centralises meeting agendas, documents, decisions, and tasks. The portfolio includes specialized bundles (Board Bundle, Copilot Bundle) and industry-specific extensions (Extension for Regulated Industries, Extension for Financial Services, Extension for Digital Champions) that add functionality for different use cases. The platform is offered in three tiers: Board, Executive, and Enterprise plans.
Differentiator
Problem solved
Functional benefit
Products and services
- Sherpany Meeting Management Platform Cloud-based SaaS meeting management platform that centralizes the entire meeting lifecycle for boards, executive teams, and committees—including agenda building, secure document distribution, offline access, in-meeting collaboration, digital voting, circular resolutions, automated minutes, and task tracking—for boards of directors, executive leadership teams, and committees at European enterprises.
Quantifiable outcome
- Save up to 40% in meeting preparation time
- +5 more outcomes
Companies that use Sherpany
Customer profileNamed customers20 records
Segments4 records
Ideal customer profiles3 records
Sherpany technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration25 records
AI capability5 records
Feature6 records
Sherpany partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- MicrosoftcoreSherpany is a member of the Microsoft ISV Success programme and listed on Microsoft AppSource. Native integration with Microsoft Teams for audio/video calls, plus Microsoft Outlook for meeting scheduling. Apps available on Microsoft Store (Windows). Sherpany leverages Microsoft technologies as part of a thriving ecosystem that drives innovation and digital transformation.
- University of Zurich (Universität Zürich)minorPartnership with University of Zurich as part of Sherpany's partner ecosystem. Collaboration reflects Sherpany's connection with academic institutions.
- EY (Ernst & Young)minorEY partnership as part of Sherpany's partner ecosystem. Collaboration for mutual business development opportunities.
- Swiss Made SoftwareminorSwiss Made Software certification/partnership showcasing Sherpany's Swiss heritage and quality standards for software development.
Scale indicators5 records
Expansion highlights6 records
Sherpany competitors and assessment
Company assessmentDirect peers
- Aprio Board Portal: Aprio is a board portal solution providing secure board meeting management, document distribution, and voting for enterprise boards and committees. It is a direct competitor in the board management software space targeting similar buyer profiles.
- Nasdaq Boardvantage: Nasdaq Boardvantage is a board portal solution from Nasdaq serving public company boards and executive teams with meeting management, document distribution, and voting. It competes directly with Sherpany in the enterprise board portal category, particularly for regulated and publicly listed clients.
- iCompass: iCompass (Diligent) provides board meeting management software for public and private organizations, including agendas, minutes, voting, and document management. It is a direct competitor in the board portal category serving similar governance-focused buyer personas.
- BoardPaq: BoardPaq is a board management software platform providing meeting agendas, minutes, voting, and document storage for boards and committees. It competes directly with Sherpany in the SMB-to-mid-market board portal segment with similar meeting lifecycle features.
- Workiva: Workiva is a cloud platform for governance, risk, compliance, and SEC/regulatory reporting used by enterprises and audit committees. It overlaps with Sherpany in board reporting, committee workflows, and audit-grade document management, serving a similar regulated enterprise buyer.
- Diligent: Diligent (Diligent Boards, BoardEffect) is the largest pure-play board portal and governance software provider globally, offering board meeting management, secure collaboration, and governance workflows. It is the most directly comparable competitor to Sherpany in the board and executive meeting management category.
- Azeus Convene: Azeus Convene is a board and executive meeting management platform offering secure document collaboration, decision tracking, and e-signatures for boards across multiple geographies. It is a direct competitor with similar functionality and enterprise/government customer base.
- OnBoard by Passageways: OnBoard is a board meeting management and collaboration portal serving mid-market and enterprise boards with agendas, minutes, voting, and document distribution. It is a direct competitor in the board portal category with comparable feature set targeting similar buyer personas.
Emerging players
- BoardIntelligence: BoardIntelligence is a UK-headquartered board support platform focused on board packs, meeting efficiency, and governance tools for UK and European boards. It is an emerging player with meaningful overlap to Sherpany's board meeting focus, particularly in European regulated industries.
Broad incumbents
- Microsoft Teams: Microsoft Teams is a broad-purpose collaboration and meeting platform used by enterprises globally and is increasingly adding governance and meeting lifecycle features. As Sherpany's key integration partner and competitive backdrop, it represents both the distribution channel and the main horizontal threat to dedicated board portals.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key highlights7 records
Customer concentration
Sherpany social profiles
Digital presenceSherpany compliance and trust
Trust signalCompliance5 records
Sherpany financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sherpany leadership team
Management profileNumber of profiles
Profiles7 records
Sherpany funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sherpany M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sherpany
What does Sherpany do?
Sherpany is a cloud-based SaaS meeting management platform purpose-built for boards of directors and executive leadership teams. It centralizes the entire meeting lifecycle—from agenda building and secure document distribution to in-meeting collaboration, digital voting, circular resolutions, automated minutes, and post-meeting task tracking—and delivers it through native mobile apps (iOS, Android, Windows) with offline access. The platform includes AI Copilots (Minutes, Document, Translation, Quick Actions), industry-specific compliance extensions, and tiered subscription plans (Board, Executive, Enterprise, All-inclusive) for boards, committees, and executive teams across regulated industries.
Is Sherpany a public or private company?
Sherpany is a private company. It is classified as corporate owned and is currently operating.
When was Sherpany founded?
Sherpany was founded in 2011. It employs 101 to 250 people.
Where is Sherpany based?
Sherpany is headquartered in Zürich, Switzerland, in the Europe region.
How does Sherpany make money?
One revenue line is on record: saaS Subscription (Board, Executive, Enterprise Plans).
Who are Sherpany's main competitors?
Direct peers on record are Aprio Board Portal, Nasdaq Boardvantage, iCompass, BoardPaq, Workiva, Diligent, Azeus Convene and OnBoard by Passageways. BoardIntelligence is listed as an emerging player. Microsoft Teams is listed as a broad incumbent.
Does Sherpany have an API?
No public API is recorded for Sherpany.
What industry is Sherpany in?
Sherpany's product category is Board and Executive Meeting Management Software. Its primary akta.pro industry code is BPAMAMAG, Work Management & Collaboration Suites, with a secondary code of HDAEAHAI, Enterprise Work Management & Collaborative Workflow Platforms. Its NAICS code is 518 and its SIC code is 7372.