Require a decision record on every portfolio board

Live today

• Portfolio membership rollup — Every board where you hold an ACTIVE membership on one page — live meeting, latest closed decision with evidence, open actions, overdue monitors, COI/onboarding owed when your role can chase.
• Cross-board decision digest — Last 30 days, last 90 days, or since each board's last meeting, across only boards you sit on: decisions decided or closed (vote, named recusals, closure evidence), decisions opened or pending, monitors overdue or due within 30 days, COI/onboarding owed when your role can see it, and the next meeting with pack-sealed status. A Needs-your-attention list is ranked across boards first. Copy digest for your agent or Download .md.
• Cross-board outcome monitors rollup — On /app/portfolio#portfolio-monitors: overdue first, then due within 30 days, grouped by board — board name, monitor title, linked decision, due date, status (overdue / due soon), one-click link. Counts only. Never a score, grade, or target-met. Copy monitors for your agent exports the same rows. Prepared Board does not compute cross-board outcome scores.
• Recorded outcome reviews rollup — Once an outcome monitor comes due, the board's Chair, Secretary, Admin, or Owner records a human review on the decision page — Met, Partially met, Not met, Too early to tell, or No longer relevant — with a short note, optional evidence document (document access rules respected), reviewer name, and time, logged in the audit trail. On /app/portfolio#portfolio-outcome-reviews you see counts by result per board you sit on, plus how many past-due monitors have no review yet. Chair-recorded reviews, not a computed score. Copy outcome reviews for your agent exports the same counts.
• Cross-board unreviewed past-due outcome monitors — On /app/portfolio#portfolio-unreviewed-reviews: per board you sit on, count of monitors that came due (past due or REPORT_DUE / REPORTED / COMPLETE) with no chair-recorded OutcomeReview — same chase rules as Board Go / board-proof. Current board deep-links to /app/board-proof#unreviewed-past-due-chase; other boards show name + count only. Counts only — chair-recorded review, not a computed score. ADVISOR seats see monitor counts (same as #portfolio-monitors). Copy unreviewed reviews for your agent.
• Cross-board open actions rollup — On /app/portfolio#portfolio-actions: open action items across boards you sit on — overdue first, then due within 30 days, then due later, then open undated. Each row: board, title, owner when recorded, due date, linked decision, one-click. Counts only. Never a score or target-met. Copy actions for your agent exports the same rows.
• Cross-board COI and onboarding still owing — On /app/portfolio#portfolio-coi: for each board you sit on, names still owing a current-year COI attestation and incomplete onboarding when your role can see chase (Chair/Secretary/Admin/Owner). If your role cannot see, the board shows 'Not visible to your role on this board' — never invents names. Links into existing chase UI on the current board. Copy for your agent available.
• Cross-board circulating written-consent chase — On /app/portfolio#portfolio-consents: circulating unanimous written consents across boards you sit on — past chase target first, then due soon. Outstanding signer names when your role can chase; otherwise counts only. Per-board /app/written-consents lists who signed / hasn't with copy reminder text (nothing emailed). Signatures are in-app records, not DocuSign. Board Go cues when your signature is awaited or (for chairs) when a consent is past chase target.
• Cross-board minutes awaiting approval — On /app/portfolio#portfolio-minutes-approvals: past meetings with draft or not-started minutes across boards you sit on — past chase target first, then due soon. Who-may-approve names when your role can chase. Per-board /app/minutes-approvals with copy reminder (nothing emailed). In-app approval record, not DocuSign. Board Go cues when minutes await your Mark approved or (for chairs) when pending past the chase target.
• Cross-board director questionnaires still owing — On /app/portfolio#portfolio-questionnaires: for each board you sit on, names still owing the enabled annual director questionnaire when your role can chase (Chair/Secretary/Admin/Owner). If your role cannot see, the board shows 'Not visible to your role on this board' — never invents names. In-app attestation only — not an insurance application.
• Cross-board skills and composition gaps — On /app/portfolio#portfolio-skills-gaps: for each board you sit on, board-declared skill names with zero ACTIVE director coverage when your role can open the full matrix (Chair/Secretary/Admin/Owner). Otherwise 'Not visible to your role on this board'. Independence mix counts are board-declared only — not a regulatory opinion.
• Cross-board D&O insurance binder status — On /app/portfolio#portfolio-do-insurance: for each board you sit on, board-declared D&O carrier, expiry/renewal date, and status (Not reviewed / Packet ready / Board reviewed) when your role can open the tracker (Chair/Secretary/Admin/Owner). If your role cannot see, the board shows 'Not visible to your role on this board' — insurance is sensitive; never invents coverage. Reminder when expired or within 60 days and not yet Board reviewed. Copy D&O binder status for your agent. Board-declared only — not a broker, not coverage advice.
• Cross-board board risk registers — On /app/portfolio#portfolio-risk-register: for each board you sit on, Open / Monitoring / Closed counts, risks past their board-declared next review, and chair-set High-severity active risks (title, owner, next review) when your role can open that board's risk register (Chair/Secretary/Admin/Owner/Director/CEO/CFO/Advisor). Otherwise 'Not visible to your role on this board' — never invents risks. Copy risk register status for your agent. Board-declared only — not ERM, and Prepared computes no likelihood, impact, residual, or cross-board risk score.
• Cross-board cyber incident board notices — On /app/portfolio#portfolio-cyber-incidents: for each board you sit on, open and closed counts, open notices past their board-declared follow-up due, and open notices the board labeled High or Critical (title, noticed date, follow-up due) when your role can open that board's cyber incident board-notice log (Chair/Secretary/Admin/Owner/Director/CEO/CFO/Advisor). Otherwise 'Not visible to your role on this board' — never invents incidents. Copy cyber incident notice status for your agent. Board-declared notices only — not detection, not MDR, not breach-notification advice; Prepared does not contact regulators and computes no cyber score.
• Cross-board material contracts expiry — On /app/portfolio#portfolio-material-contracts: for each board you sit on, Open / Board-reviewed / Closed counts and Open entries whose board-declared expiry is within 60 days or already past (counterparty, short title, expiry; max 5) when your role can open that board's material contracts log (Chair/Secretary/Admin/Owner/Director/CEO/CFO/Advisor). Otherwise 'Not visible to your role on this board' — never invents contracts. Copy material contracts status for your agent. Board-declared list only — not a CLM, not eSign, not legal advice; Prepared makes no legal materiality determination, manages no renewals, and computes no cross-board score or ranking.
• Cross-board annual board self-evaluation status — On /app/portfolio#portfolio-board-self-evaluation: for each board you sit on, the board-declared self-evaluation year, process status (Not started / In progress / Completed), and due date, with a reminder when not Completed and overdue or due within 14 days, when your role can open that board's annual self-evaluation tracker (Chair/Secretary/Admin/Owner). Otherwise 'Not visible to your role on this board' — never invents a process. Copy board self-evaluation status for your agent. Process record only — not a graded score, not a peer 360, not an external evaluation; Prepared computes no cross-board completion rate, grade, or ranking and shows no evaluation answers.
• Cross-board governance calendar due in 30 days — On /app/portfolio#portfolio-governance-calendar: for each board you sit on, governance calendar items dated within the next 30 days (meetings, pack lead-time targets, COI window, officer election, consent and minutes chase targets, outcome monitors, filings window, D&O renewal, custom milestones) plus open chase targets already past their date — max 5 listed, +N more counted — when your role can open that board's annual governance calendar (Chair/Secretary/Admin/Owner). Otherwise 'Not visible to your role on this board' — never invents an obligation. Copy governance calendar status for your agent. Board-declared settings and recorded dates only — not legal or statutory deadline advice; Prepared does not file or e-file and computes no cross-board score or ranking.
• Cross-board director attendance record — On /app/portfolio#portfolio-attendance-record: for each board you sit on, that board's trailing-12-month recorded attendance — meetings with attendance taken in Prepared Board, voting seats, seat-meetings not marked, and directors its own record lists below the 75%-of-recorded descriptive cue (attended / recorded counts, max 5, +N more) — when your role can open that board's director attendance record (Chair/Secretary/Admin/Owner/Director/Advisor/CEO). Observers see 'Not visible to your role on this board' — never invents a record. Copy attendance record status for your agent. Recorded attendance only — not a quorum, statute, or bylaw determination, not a proxy disclosure, not legal advice; Prepared computes no cross-board attendance rate, score, or ranking.
• Cross-board officer election checklist — On /app/portfolio#portfolio-officer-elections: for each board you sit on, that board's annual meeting / officer election checklist record — officer seats filled or vacant, seats whose recorded term end is within 12 months or has passed (max 5, +N more), whether a slate / nomination or election decision exists this year, whether an election decision is closed with a recorded outcome, whether a meeting matches an annual-meeting pattern, and whether an annual report board copy is in the book — when your role can open that board's officer election checklist (Chair/Secretary/Admin/Owner). Otherwise 'Not visible to your role on this board' — never invents a seat, slate, or election. Copy officer election checklist status for your agent. Checklist record only — not a ballot engine, not legal advice, not a Secretary of State filing or proof of acceptance; Prepared computes no cross-board score or ranking.
• Cross-board indemnification / advancement register — On /app/portfolio#portfolio-indemnification: for each board you sit on, that board's indemnification / advancement register for this year and last — decisions and consents tagged indemnification or advancement (or matching the register's title rules), how many are closed without closure evidence, how many are not yet closed, how many have linked documents, and up to 5 listed with date, requesting party when the board recorded one, vote outcome, and evidence yes/no (+N more) — when your role can open that board's register (Chair/Secretary/Admin/Owner). Otherwise 'Not visible to your role on this board' — never invents a decision or requesting party. Copy indemnification / advancement register status for your agent. Recorded decisions only — not legal advice, not a coverage determination or insurance opinion, not a finding that indemnification or advancement was required, permitted, or owed; Prepared computes no cross-board score, exposure amount, or ranking.
• Cross-board stakeholder / speak-up inbox timeliness — On /app/portfolio#portfolio-stakeholder-inbox: for each board you sit on, counts only from that board's own in-app stakeholder inbox — whether the inbox is enabled, open cases, acknowledgment overdue, feedback overdue, and cases per lane (suggestions, complaints, ethics), with a soft 'needs a look' cue when any acknowledgment or feedback is overdue — when your role can see that board's proof strip (Chair/Admin/Owner, the same gate as the board-proof stakeholder inbox strip). Otherwise 'Not visible to your role on this board'. Never shows case content, case keys, reporter identity, recipients, or speak-page links. Copy stakeholder inbox timeliness for your agent. Board-declared in-app intake records only — not a whistleblower hotline provider determination, not legal advice, not a finding about any report; Prepared computes no cross-board score or ranking and sends nothing.
• Cross-board director terms — On /app/portfolio#portfolio-director-terms: for each board you sit on, counts only over that board's ACTIVE voting seats from the term dates recorded on its People roster — terms already ended while the seat is still active, terms ending within 90 days, seats with no term end recorded, current terms, and seats the board marked independent, with the earliest recorded term end inside 90 days and a soft 'needs a look' cue — when your role can run that board's term-ending chase (Chair/Secretary/Admin/Owner). Otherwise 'Not visible to your role on this board'. Never shows director names or emails. Recorded term dates only — not a bylaw, charter, or statute determination, not legal advice; no cross-board score or ranking; Prepared sends nothing.
• Cross-board key committee composition — On /app/portfolio#portfolio-key-committees: for each board you sit on, counts only for its Audit, Compensation, and Nominating committees (board-declared type, else inferred from the committee name) — how many there are, how many have no seated members or no designated chair, how many seats they hold, how many of those seats are held by directors the board marked independent on its People roster, and how many have every seat marked independent, with a soft 'needs a look' cue for an empty or chairless key committee — when your role can open that board's committee records (Chair/Secretary/Admin/Owner). Otherwise 'Not visible to your role on this board'. Never shows committee or member names. Independence as each board marked it — not an NYSE, Nasdaq, or SEC independence determination, not an exchange listing opinion, not legal advice; no cross-board score or ranking; Prepared sends nothing.
• Cross-board executive session cadence — On /app/portfolio#portfolio-executive-sessions: for each board you sit on, counts only over that board's own board meetings as recorded in Prepared (committee meetings excluded) — board meetings held (adjourned) in the last 12 months, how many recorded an executive session (the meeting marked executive session or at least one executive-session agenda item), the date of the most recent one, and upcoming board meetings in the next 90 days with an executive session planned, with a soft 'needs a look' cue when none of the board's last 2 held board meetings recorded one — when your role can toggle that board's executive session (Chair/Secretary/Admin/Owner). Otherwise 'Not visible to your role on this board'. Never shows meeting titles, agenda text, or names. As recorded in Prepared — not an NYSE, Nasdaq, or exchange compliance determination, not legal advice; no cross-board score, rate, grade, or ranking; Prepared sends nothing.
• Cross-board document retention schedule status — On /app/portfolio#portfolio-document-retention: for each board you sit on, that board's board-declared document retention schedule — whether it is enabled, its board-review status (Not started / In review / Adopted), how many categories it lists, the last in-app board review date, and up to 5 categories with years or permanent (+N more), with a reminder when it is enabled and not yet Adopted or the last review is more than 365 days old — when your role can open that board's retention schedule (Chair/Secretary/Admin/Owner). Otherwise 'Not visible to your role on this board' — never invents a schedule. Copy document retention schedule status for your agent. Template aid only — not legal counsel, not a compliance determination; Prepared does not auto-delete or auto-purge documents and computes no cross-board score, adoption rate, or ranking.
• Cross-board risk radar (counts only) — On /app/portfolio#portfolio-risk-radar: for each board you sit on, listed alphabetically, counts from that board's own risk radar exactly as you would see it on that board — how many items are on the radar, how many are new since the last adjourned meeting, how many still have no board choice, how many were reviewed before the next meeting, the board's choices (added to risk register / discuss next meeting / watch / not relevant), and how many items of each type. Item titles stay on each board's radar; observers and guests see 'Not visible to your role on this board.' Copy risk radar status for your agent. Inside signals only — outside sources are planned, not live; Prepared computes no risk score, grade, or ranking and never sorts boards by how much is on their radar.
• Cross-board CEO / leadership evaluation status — On /app/portfolio#portfolio-ceo-evaluation: for each board you sit on where your role runs the CEO / leadership evaluation (Chair, Secretary, Admin, or Owner), the active cycle's year and status, the board-declared subject and due date, how many invited director inputs were submitted, how many feedback-checklist steps are done, and whether a board decision is linked, with a reminder when the cycle is incomplete and overdue or due within 14 days. Otherwise 'Not visible to your role on this board.' Copy CEO evaluation status for your agent. Goals, director inputs, the summary, and conclusions stay on each board; Prepared computes no CEO rating, performance score, completion rate, or ranking.
• Cross-board reserved matters / protective provisions consent status — On /app/portfolio#portfolio-reserved-matters: for each board you sit on where your role maintains the reserved-matters list (Chair, Secretary, Admin, or Owner), how many reserved matters are declared, how many typically need preferred or majority-preferred consent, how many open decisions are tagged to one of those and how many still have no preferred consent evidence on the record, plus this year's tagged decisions with and without consent recorded. Otherwise 'Not visible to your role on this board.' Copy reserved matters status for your agent. Counts only — matter and decision titles stay on each board; template list, not legal advice; Prepared computes no compliance score, consent rate, or ranking.
• Cross-board committee charter status — On /app/portfolio#portfolio-committee-charters: for each board you sit on where your role can open committee charter records (Chair, Secretary, Admin, or Owner), how many committees are recorded, how many are Audit, Compensation, or Nominating, how many have a charter on file, how many Audit or Compensation committees have no linked charter document (the same reminder as that board's Board Go), and how many have a board-declared last review. Otherwise 'Not visible to your role on this board.' Copy committee charter status for your agent. Counts only — committee names, members, and charter text stay on each board; not an exchange listing opinion; Prepared computes no compliance score, coverage rate, or ranking.
• Cross-board new-director onboarding status — On /app/portfolio#portfolio-incoming-directors: for each board you sit on where your role can mark incoming directors (Chair, Secretary, Admin, or Owner), whether the new-director onboarding window is on, how many incoming seats are open, how many have a first meeting within 14 days (or already past), how many guided checklists are still incomplete, and how many seats were activated or withdrawn. Otherwise 'Not visible to your role on this board.' Copy new-director onboarding status for your agent. Counts only — incoming director names and checklist detail stay on each board; not a background check; Prepared computes no readiness score, completion rate, or ranking.
• Cross-board jurisdiction profile status — On /app/portfolio#portfolio-jurisdiction-profiles: for each board you sit on where your role can open the jurisdiction profile (Chair, Secretary, Admin, or Owner), whether the board has saved a board-declared profile (suggestions prefilled from settings do not count), where it says it is organized and as what entity type, which fields are still not declared, whether a quorum rule source is recorded, its written-consent declaration, and whether declared notice days differ from the board's meeting notice setting. Otherwise 'Not visible to your role on this board.' Copy jurisdiction profile status for your agent. Board-declared labels only — not legal advice; Prepared does not file with the state or connect to a Secretary of State, and computes no compliance score or ranking.
• Cross-board open pre-meeting Q&A status — On /app/portfolio#portfolio-pre-meeting-qa: for each board you sit on where your role can chase open questions (Chair, Secretary, Admin, or Owner), meetings in the Q&A window, shared questions directors posted, how many still have no answer, how many of those are on a meeting within 7 days or already started, how many were drafted with a director's own agent, and how old the oldest open question is. Otherwise 'Not visible to your role on this board.' Copy open pre-meeting Q&A status for your agent. Counts only — question text, answers, and author names stay on each board; private questions are never counted; nothing is sent; no responsiveness score or ranking.
• Cross-board observer seat status — On /app/portfolio#portfolio-observer-seats: for each board you sit on where your role can preview a meeting as an observer (Chair, Secretary, Admin, or Owner), how many active observer and guest seats there are, whether any observer seat has a voting flag set, and for the next meeting how many pack materials and agenda items an observer sees versus how many are held back — privileged, executive session, document access, or executive-session agenda — using the same server-side filters as Preview as observer. Otherwise 'Not visible to your role on this board.' Copy observer seat status for your agent. Counts only — observer names and titles stay on each board; not legal advice about observer rights; nothing changed or sent; no score or ranking.
• Cross-board board book timeliness & read-through — On /app/portfolio#portfolio-book-readthrough: for each board you sit on where your role can open Book read-through (Chair, Secretary, Admin, or Owner), the board's release target, how many recent measured meetings had the book out on target, and for the upcoming meeting whether the book is released, how many days ahead it went out, and how many directors have opened it in Prepared Board versus not. Counts only — names and meeting titles stay on each board; opened is not read; no score or ranking; nothing is sent.
• Cross-board board AI literacy status — On /app/portfolio#portfolio-ai-literacy: for each board you sit on where your role can see AI literacy completion counts (Chair, Secretary, Admin, or Owner), whether the board has enabled the AI literacy tracker, how many counted directors have marked all, some, or none of the Prepared AI primers read, and how many AI education sessions the board has logged. Counts only — names and session details stay on each board; read marks are self-declared, not proof of competence or a certification; no score or ranking; nothing is sent.
• Cross-board records & discovery policy status — On /app/portfolio#portfolio-records-policy: for each board you sit on where your role can open the records & discovery policy (Chair, Secretary, Admin, or Owner), whether the policy is on, whether draft auto-delete is set and after how many days, whether a legal hold is on (draft auto-deletion paused), and whether any decision-quality notes carry the optional counsel-direction marking. Booleans and days only — legal-hold notes and who set them stay on each board; board-declared controls, not legal advice; counsel-direction marking does not create privilege; FINAL records are never auto-deleted; no score or ranking; nothing is sent.
• Cross-board board member search status — On /app/portfolio#portfolio-board-search: for each board you sit on where your role can open the board member search tracker (Chair, Secretary, Admin, or Owner), whether the tracker is on, how many seat searches are open, at shortlist, or at offer stage, how many were filled or closed without fill, how many candidates are in the open pipeline, and how many still owe conflict or independence prompt acknowledgments. Counts only — seat titles and candidate names stay on each board; chair-run tracker, no scraping, no candidate email, no background checks; no score or ranking; nothing is sent.
• Portfolio section index + copy all cross-board status — On /app/portfolio#portfolio-status-index: one list of every cross-board section on your portfolio page, in page order, and one button that copies all of their status for the agent you already use. It joins each section's own copy and adds nothing else — names or titles appear only where a section already shows them to your role; boards your role cannot see stay Not visible; no score or ranking; nothing is sent.
• Cross-board related-party register gaps — On /app/portfolio#portfolio-related-party: for each board you sit on, counts and titles of related-party / RECUSED decisions missing closure evidence or preferred/investor consent evidence when your role can open the related-party register (Chair/Secretary/Admin/Owner). If your role cannot see, the board shows 'Not visible to your role on this board' — never invents titles. Copy related-party gaps for your agent. Counts only — not legal advice, not a fairness opinion.
• Cross-board Form 990 / filings-window status — On /app/portfolio#portfolio-filings-window: for each board you sit on, board-declared filing type, due date, and status (Not started / Board packet ready / Board reviewed) when your role can open the filings-window tracker (Chair/Secretary/Admin/Owner). If your role cannot see, the board shows 'Not visible to your role on this board' — never invents filings. Reminder when overdue or due within 30 days and not yet Board reviewed. Copy filings-window status for your agent. Board-declared only — Prepared does not file with the IRS or state, does not e-file, not tax advice.
• Cross-board policy acknowledgment gaps — On /app/portfolio#portfolio-policy-acks: for each board you sit on, enabled annual policy tracks (code of conduct, whistleblower, gift, insider trading, anti-bribery, info security, data privacy) that still have directors Not acknowledged appear when your role can open the full trackers (Chair/Secretary/Admin/Owner). If your role cannot see, the board shows 'Not visible to your role on this board' — never invents who owes. Copy policy acknowledgment gaps for your agent. Board-declared in-app acks only — not eSign, not a legal compliance certification; Prepared does not determine whether a policy is adequate.
• Investor morning brief — Daily one-pager at /app/portfolio/brief: ranked Needs attention for the next 7 days across only boards where you hold an ACTIVE membership — pack late vs target or unread directors when your role can see read-through, consents past chase target, overdue or unacknowledged actions, monitors overdue or due within 7 days, COI or questionnaires still owing when your role can see them, and minutes awaiting approval. Counts and one-click links. Copy brief for your agent or Download .md. Never a score or target-met. Linked from Portfolio and Board Go when you sit on two or more boards.
• LPAC / portco board presets — Venture-backed portfolio company and Fund LPAC presets in Settings → Board type preset, with preset decision templates and Board Go cues.
• Reserved matters / protective provisions tracker — Settings list, decision tags, soft Board Go cue when preferred consent is not yet recorded, and a section on /app/board-proof. Template — not legal advice; does not block the vote.
• Investor observer seats — OBSERVER members read the book, sealed packs, decisions, and outcomes; they cannot vote, certify, or sign and never count toward quorum. Privileged, executive-session, DocumentACL-denied, and recused items are withheld; chairs can Preview as observer.
• Board decision quality proof — Chair/Admin/Owner one-click summary of closed decisions, recusals, evidence, monitors, COI owing, last sealed pack, and export.
• Chair-granted sponsor proof share — A board's Chair, Admin, or Owner grants a named sponsor (investor, LP, or parent org) a revocable, expiring, audited read-only link to that board's Board decision quality proof — never the board book, privileged material, or individual votes. Sample record: /sample-decision. Signed-in sponsors whose email matches see a Shared with you card on /app/portfolio.
• Diligence snapshot — Chair, Admin, or Owner opens /app/diligence for a fundraising / follow-on snapshot: closed decisions in the last 24 months with vote, recusals, and evidence yes/no; open or pending material decisions; COI owing when the role can see it; observers (names and roles); pack timeliness trailing rate; reserved-matters tags with preferred consent when that tracker is present; links to full-record export and create a sponsor proof share; Copy snapshot for your agent + Download .md. Not legal advice, not a securities disclosure.
• Related-party transaction register — Chair/Secretary/Admin/Owner open /app/related-party for this year's decisions with RECUSED members or related-party tags — recusal notes, vote, preferred-consent and closure evidence yes/no, Board Go reminder on evidence gaps. Also on board-proof + diligence. Not legal advice, not a fairness opinion.
• Sample decision record — A complete closed decision record for a fictional company: evidence read, recusal, vote, follow-through and closure evidence, with a plain-text version for agents. Labeled as a sample — not a legal opinion, not a filing.