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Board-level fund governance

Every fund board, on the record.

For ManCo COOs, fund-board offices and compliance leads. Board packs, circular approvals, minutes, signatures and evidence — run the same way across every vehicle, instead of improvised board by board over email.

BoardiGO sits beside your administrator and counsel: it is the board layer, not a fund operating system.

Request fund-governance discovery

What BoardiGO carries

Six fund-board jobs BoardiGO takes off your desk.

Meetings and committees, decisions, signatures, minutes, evidence and follow-up — the board-level work of running fund vehicles. That is the scope, and it is deliberately not fund operations.

  1. Controlled board and committee materials

    Board packs and committee materials stop travelling by email attachment. They live in a controlled document room where contributors, reviewers and recipients are explicit — and every document is tied to the meeting it supports.

  2. Circular approvals and formal decisions

    Circular resolutions, written approvals and board decisions run with the rules your fund documents require. Quorum, majority, proxies and rule logic are part of the decision record.

  3. Signatures in governance context

    Signatures on decisions, minutes and supporting documents happen inside the governance workflow — bound to the decision they came from. The identity-method matrix and provider scope are part of the evaluation pack.

  4. Minutes and records

    Minutes are generated from the meeting record and attached to the meeting they describe. Vote summaries and decision records are written back to the same record — nothing to reconcile across tools afterwards.

  5. Evidence for later review

    Governance traceability — who saw what, who decided what, when and how — is part of the workflow record. When the auditor, regulator or counsel asks for evidence later, the export is a one-step answer.

  6. Follow-up after decisions

    Action owners and deadlines sit next to the decision they came from, so post-board work does not disappear into a separate task tracker. Owners and status stay visible across cycles.

BoardiGO governance KPI dashboard showing attendance, participation, timely votes and timely signatures for a board.

Trust expectations

What evaluators usually ask for first.

The five items below are the security posture we publish. The full evidence pack — certificate scope, SSO setup notes, DPA, sub-processor list, security FAQ, support model — is ready for your security review.

Evidence and signatures

The evidence the board leaves behind.

When the auditor, the regulator or counsel asks how a decision happened, the answer should already exist. On BoardiGO, the signature, the vote and the minute stay bound to the decision — so the proof is a by-product of the work, not a project.

What BoardiGO is not

Built to fit your fund stack, not replace it.

BoardiGO is the board and governance layer that sits alongside your fund administrator, legal counsel and fund-service systems. Here is exactly where it fits — so discovery time goes to the right people.

Discovery conversation

Start with one board, one workflow, one conversation.

You will not evaluate this from a signup form, and we know it. We start with a structured discovery: who owns the board work today, which workflow fits BoardiGO first — packs, circular resolutions, minutes, signatures or evidence — and what your procurement and security review will need. Boundaries with administrator, counsel and fund-service systems are agreed before any pilot.

Request fund-governance discovery

Where to next