Name

charterboards.com

Legal name

CharterBoards, LLC

Website

https://charterboards.com

Company type

Private

Operating status

Operating

Ownership category

akta.pro rank

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription: Monthly subscription at $150 per month, billed annually. Includes full platform access with Agenda Editor, Minutes Recorder, Digital Board Packet, Public Portal, File Storage and Sharing, Team Access, Unlimited Meetings, Collaboration Tools, Committee Meetings, and Tasks. 45-day free trial available with no credit card required.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

CharterBoards is a web-based SaaS platform that helps charter school boards and administrators prepare and manage board meeting documents—agendas, digital board packets, meeting minutes, and public transparency portals—from a single application. The platform serves US charter school boards and school leaders with a 45-day free trial and a $150/month annual subscription, alongside a free standalone agenda editor tool.

Product overview

CharterBoards is a single unified SaaS platform offering board meeting management software specifically designed for charter schools. The core product is the Board Meeting Platform (available via $150/month subscription with 45-day free trial), which integrates agenda creation, meeting minutes recording, digital board packet management, public-facing portals, and file storage into one application. A free standalone Agenda Maker/Editor tool serves as a lead-generation entry point for users to experience basic functionality before committing to the full platform subscription.

Differentiator

Problem solved

Functional benefit

Products and services

• Board Meeting Platform Web-based SaaS subscription platform for charter school boards and administrators that consolidates agenda creation, meeting minutes recording, digital board packet management, public-facing document portals, file storage and sharing, team access, unlimited meetings, collaboration tools, committee meetings, and tasks into a single application. Priced at $150/month billed annually with a 45-day free trial and no credit card required.
• Free School Board Agenda Maker/Editor A free standalone agenda editor tool that lets charter school board members create and manage meeting agendas without requiring full platform registration. Serves as a top-of-funnel content marketing entry point to drive conversions to the paid subscription.

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Recent moves4 records

Expansion highlights1 record

Direct peers

• BoardEffect: Board management software widely used by nonprofit boards, including K-12 schools and education associations. Directly competes with CharterBoards in serving school and nonprofit boards with agendas, minutes, and document workflows, though BoardEffect serves a broader nonprofit/education vertical rather than charter-only.
• OnBoard: Board meeting management SaaS offering agenda building, minutes, board books, and voting for education, nonprofit, and corporate boards. Directly comparable to CharterBoards in core functionality and target buyer (board administrators), though not specialized to charter schools.
• BoardPaq: Board management software designed specifically for public entities and schools, including K-12 boards. Overlaps directly with CharterBoards in serving school boards with agendas, minutes, and document distribution, making it a key direct competitor in the same buyer segment.
• Boardable: Board management platform targeting nonprofits and associations with agenda, minutes, and document tools. Comparable to CharterBoards in feature set and self-serve SMB positioning, though broader than the charter school vertical.
• Passageways (OnSemble): Board portal and governance software serving healthcare, credit unions, and education organizations. Provides comparable agenda, document, and meeting workflow features to CharterBoards, with similar mid-market self-serve positioning.

Broad incumbents

• Diligent (Diligent Board Books): Large incumbent in board management software, primarily serving corporate and large nonprofit/governance clients. Provides overlapping agenda, board book, and meeting functionality, but operates at much higher price points and enterprise scale rather than the SMB charter school niche.
• PowerSchool: Major K-12 edtech incumbent providing SIS, learning, and operational software to school districts and charter schools. Comparable as an edtech vendor to the same buyer base as CharterBoards, though focused on instructional/operational systems rather than board governance.
• Frontline Education: Established K-12 edtech platform offering HR, absence management, and professional development tools to school districts and charter schools. Comparable as a vendor serving the same charter school buyer, though not directly addressing board governance workflows.
• BoardDocs: Board management platform serving K-12 school districts, higher education, and public agencies with agenda, minutes, and public transparency portals. Directly comparable to CharterBoards in feature set and K-12 school board focus, though historically oriented to larger public districts rather than charter schools.

Regional players

• Aptify: Association management software serving member-based organizations, with some school and education association clients. Provides adjacent meeting and document management capabilities, though more focused on association operations than K-12 board governance.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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 charterboards.com