MyBoardPacket

What MyBoardPacket does

MyBoardPacket, operated by M29 Technology and Design, is a private SaaS company founded in 2001 and headquartered in Arroyo Grande, California, that provides a secure board meeting portal platform for credit unions, banks, and hospitals. The core product is a web-based board portal paired with a native iPad application that supports offline access and document annotation, enabling administrators to upload board packet files, generate single-file complete board packets with table of contents and index, manage RSVPs and attendance, conduct votes and polls, run threaded secure discussions, and archive meetings. The platform is SOC 2 Type 2 compliant, HIPAA compliant, aligned with Gramm-Leach-Bliley and OCC banking requirements, and offers mobile device-level access control via assignment of specific authorized devices, distinguishing it from shared-cloud multi-tenant architectures. The company operates on a month-to-month subscription model with a low flat monthly fee, unlimited users, and no setup, support, training, or per-user charges, targeting mid-market to enterprise buyers in regulated industries through a direct sales motion anchored by a "Request a Live Demo" form on the website and supported by customer testimonials and referrals. The company has remained bootstrapped and independent for 25 years with 1-10 employees and was recognized as a Rising Star in FeaturedCustomers' Winter 2026 Board Management Software Customer Success Report among 16 evaluated vendors.

Name

MyBoardPacket

Legal name

M29 Technology and Design

Website

https://myboardpacket.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

MyBoardPacket is a SaaS board meeting portal serving credit unions, banks, and hospitals with secure document distribution, voting, RSVP tracking, and an offline iPad app, sold on a flat-fee unlimited-user subscription since 2001.

Ownership category

akta.pro rank

Headquarters

HQ city

Arroyo Grande

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription: Month-to-month subscription model with a low monthly fee. No annual contracts required. No setup fees, support fees, or training fees. Unlimited users included with no per-user pricing.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

MyBoardPacket is a secure, cloud-based board meeting portal software that allows organizations to manage, organize, distribute, and share board meeting documents. Administrators upload board packets and conduct official votes, RSVP/attendance tracking, and secure threaded discussions, while board members access materials via web browser or a native iPad app that supports offline access and document annotation. The offering is sold on a low monthly subscription with unlimited users and unlimited usage, and is targeted at credit unions, banks, and hospitals needing SOC 2 and HIPAA-compliant governance tooling.

Product overview

MyBoardPacket is a single, unified board meeting portal platform offered as a cloud-based SaaS solution. The core product is the MyBoardPacket web portal, which includes features for document management, voting, RSVP/attendance tracking, secure discussions, calendar management, and user directories. The MyBoardPacket iPad App serves as the mobile companion application, enabling board members to access materials offline, annotate documents, and participate in votes directly from their iPad devices. The platform is optimized for use across devices and smartphones and is marketed primarily to credit unions, banks, and hospitals.

Differentiator

Problem solved

Functional benefit

Products and services

• MyBoardPacket Board Portal Secure, cloud-based SaaS board meeting portal software for organizations to manage, organize, distribute, and share board meeting documents; enables administrators to upload board packets, conduct votes and polls, manage RSVP and attendance, and facilitate secure threaded discussions among board members. Targeted at credit unions, banks, and hospitals requiring SOC 2 and HIPAA-compliant governance tooling.
• MyBoardPacket iPad App Native iPad application that lets board members review board packets offline, annotate documents (typed notes, highlighting, drawings), view calendars, and participate in votes in real time, eliminating paper at board meetings. Companion to the MyBoardPacket web portal.

Quantifiable outcome

• Board members can be up and running in minutes without training
• +2 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Scale indicators3 records

Recent moves3 records

Expansion highlights3 records

Direct peers

• OnBoard (Passageways): OnBoard by Passageways is a direct board-meeting portal competitor targeting credit unions, banks, and healthcare with similar features (agendas, voting, document distribution, secure access). Most directly comparable SaaS board-portal product to MyBoardPacket in the U.S. mid-market.
• Azeus Convene: Convene is a dedicated board meeting portal offering document distribution, voting, annotations, and iPad/Android tablet apps. Serves regulated industries globally and overlaps head-on with MyBoardPacket's value proposition.
• DirectorPoint: DirectorPoint provides secure board portal software for credit unions, banks, and associations — closely matching MyBoardPacket's vertical focus and SMB-mid-market positioning.
• BoardPro: BoardPro is a board management platform covering meetings, agendas, minutes, and document sharing. Was explicitly co-listed with MyBoardPacket in FeaturedCustomers' Winter 2026 Board Management Software report, validating same category.
• Loomion: Loomion is a board portal solution with secure document distribution, voting, and meeting workflows. Co-listed with MyBoardPacket in FeaturedCustomers' Winter 2026 report as a same-category peer.

Broad incumbents

• Diligent (BoardEffect / Nasdaq Boardvantage): Diligent is the largest player in the board portal and governance software market, having acquired BoardEffect and Nasdaq Boardvantage. Competes with MyBoardPacket through broader GRC suites, but at much higher price points and enterprise scale.
• BoardDocs (Diligent): BoardDocs, now part of Diligent, targets public-sector and education boards with meeting management and policy distribution. Adjacent to MyBoardPacket's board-portal niche, with significant overlap in meeting workflow features.

Emerging players

• Simbli: Simbli is a board and leadership management platform often associated with K-12 and association governance. Co-listed with MyBoardPacket in FeaturedCustomers' report; overlapping meeting-management features though different primary verticals.
• BoardPAC: BoardPAC provides board collaboration software focused on iPad-based board packs with offline access — closely aligned with MyBoardPacket's iPad differentiation, though with stronger APAC presence.
• Aprio: Aprio offers boardroom and meeting management software with similar document distribution, voting, and annotation features. Positions as an SMB-friendly alternative in the same SaaS board-portal category.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/myboardpacket

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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 MyBoardPacket