Help & FAQ
Answers that match how Prepared Board actually works
Prep Score, voting, Unanimous Written Consent, pack magic links, offboarding, export, board types, and consent agenda — written for directors, chairs, and secretaries.
Board types
Startup, nonprofit, private, HOA, chamber, and more
Onboarding offers eleven selectable board types with quorum and calendar presets: Startup, Nonprofit, Private, HOA, Chamber, School, Hospital, Credit Union, Family, Advisory, and Public Company. Marketing /for pages also cover PE portfolios, multi-entity/subsidiary/JV, ESOPs, churches, universities/colleges, cooperatives, unions, and more. Demo seed includes Summit Community Credit Union (ALM policy, member capital, NCUA exam-preparation checklist); university and multi-entity are marketing/content only (no heavy seed). Advisory boards show a persistent non-fiduciary banner and relabel vote/UWC certify as advisory recommendations. Board type sets defaults (quorum formula, conflict handling, milestone templates); you can still adjust pack SLA and quorum under Settings.
Trust Center
Security practices, AI no-train, and record export on every tier (documents listed as metadata).
Open Trust Center →Signed in? Open in-app Help · Source: content/help/FAQ.md