For VC firms, angel networks & investment committees
Give your portfolio a proven governance workflow to adopt exactly when they need it most — right after they raise — so their board decisions are on the record from day one.
And if your fund also runs a formal investment committee, tell us — we will walk through your IC pack, partner-approval and follow-up cycle case by case.
When this page fits
Start with the portfolio route: does your platform team help funded companies establish a real board cycle? If your fund also runs a formal IC, we can scope that workflow separately during discovery.
Platform, founder-community or portfolio-support roles that already help portfolio companies set up their board cycle after funding. If the investor side only wants better founder reporting, that is a different category.
IC packs, partner approvals, confidential memos and LP-sensitive records can be scoped as a separate discovery path. Lightweight deal-flow chat with no formal decision record is a different category.
Who uses BoardiGO and who pays for it are often different people in a fund — portfolio discount, referral or bundle. The conversation is most productive when the person who would sign is on the call.
Portfolio companies that have funded a board, formalised meetings and started running real decisions. Early / micro / not-yet-board portfolios are a different stage and the channel motion will misfire there.
If the underlying need is CRM, deal-flow pipeline, cap-table, investor updates or LP reporting, BoardiGO is the wrong category. We will say so on the call rather than try to bend the workflow.
The formal IC cycle
Five stages — IC packs, partner approvals, confidential documents, decision evidence, partner follow-up — the formal IC cycle as it actually runs in a fund or angel network. If you are here for your portfolio companies, the startups & scale-ups page is their path.
Prepare and distribute the IC pack with the materials, agenda items and participants linked to the meeting record. The pack is part of the committee's record — not another attachment in the deal-flow CRM.
Formal IC approvals, partner votes, quorum and rules are captured inside the meeting, with the rationale attached to the decision it justifies. Nobody re-types the memo into the resolution afterwards.
Document control for IC dossiers and LP-related materials, with access bound to the decision they support. This is document operations for governance — not cap-table operations, not fund administration.
The record that an IC decision was taken — vote, minute, attached materials — stays in one place, ready for the day an LP or an auditor asks. Fund administration and audit work stay with your existing providers.
Partner actions out of the meeting — diligence next steps, founder asks, portfolio interventions — stay attached to the IC they came out of, with owners and due dates that survive between committees.
Where BoardiGO fits
Private-capital tooling is a crowded market, so clarity helps. Here is exactly where BoardiGO fits for VC firms and investment committees — and which neighbouring tools it leaves to the specialists.
BoardiGO runs the formal investment-committee cycle — packs, approvals, decisions and follow-up. Pipeline, sourcing, deal scoring and portfolio monitoring stay in your CRM, where they belong.
Equity events, rounds, SAFE issuance, LP reporting and fund administration live in your equity and fund-admin systems. BoardiGO carries the formal decisions and the evidence around them.
We work with funds case by case on partner economics, portfolio onboarding and referral pricing — scoped per fund rather than sold as a packaged programme. See /pricing/ for what is in market today.
BoardiGO is built for formal decisions and the cycle around them. Board updates, founder narrative and investor engagement are a different category with their own tools.
Talk to BoardiGO
Send a sentence about how you support portfolio boards today, whether your fund also runs a formal IC, and who would actually sign — portfolio discount, referral, bundle. We will reply with the matching path and an honest read on whether it makes sense for you yet. No demo deck, no fake urgency.