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OnBoard

OnBoard

Software Development

Indianapolis, Indiana 14,625 followers

We believe board meetings should be simple, secure, and effective.

About us

At OnBoard, we believe board meetings should be simple, effective, and secure. That’s why we deliver board management software purpose-built for governance, not bolted on from something else. OnBoard is a board portal platform trusted by 7,000+ boards, 175,000+ users, and supporting 150,000 meetings per year across 60 countries. OnBoard’s board management software centralizes meeting agendas, board books, minutes, voting, governance records, and secure messaging in one platform, replacing email threads, PDFs, and disconnected tools with a purpose-built hub for board governance. Cut the admin chaos with OnBoard’s board meeting software: build agendas with drag-and-drop templates, distribute board books in one click, capture minutes with closed-loop AI, track votes and approvals, and close action items, all inside one governed workspace. OnBoard’s AI Suite (Assist AI, Agenda AI, Minutes AI, Book AI, Insights AI, and Actions AI) keeps your board’s data in a secure, permission-aware environment on Microsoft Azure. No data ever leaves your instance. Trusted across financial services, healthcare, higher education, nonprofits, associations, government, and technology. Backed by a 99% Customer Retention rate and G2 wins for Best Usability and Best Relationship. Endorsed by ICBA, AGB, and the Ohio Hospital Association. SOC 2, ISO 27001/27701, GDPR, and HIPAA compliant. Available on iOS, Android, desktop, and web with offline access and integrations for Zoom, Microsoft Teams, and Microsoft 365. Launched in 2011, OnBoard is headquartered in Indianapolis, Ind., with a globally distributed workforce and teams in Toronto, London, Belfast, and Sydney. Join the team: https://www.onboardmeetings.com/about-us/careers

Industry
Software Development
Company size
201-500 employees
Headquarters
Indianapolis, Indiana
Type
Privately Held
Founded
2003
Specialties
Enterprise Portals, Collaboration Software, Board Portals, Software, Employee Portal, Board Meeting Solution, Secure Collaboration, Collaboration, board management, board governance, committee meetings, board management software, digital board platform, Mobile Apps, Enterprise Security, and Corporate compliance

Products

Locations

Employees at OnBoard

Updates

  • One of the most practical takeaways from our Governance Insight Gap webinar came from Erika Eliasson-Norris. She gave the audience a test they could run in the next seven days, with zero technology and zero budget. If the three lists broadly match, you have strategic alignment. Erika says that's rarer than most boards think. If they don't match, and in her experience they very often don't, you have a problem right now, not next quarter. A simple exercise that surfaces what most board assessments miss entirely. Watch the full session. Link in the comments.

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  • 39% of directors only look at the current meeting's materials. They never reach back. 74% say they want to be able to ask what's been decided about a topic in the past. That gap is the problem. Most directors prepare for the sections they know. And hope nothing catches them off guard on the rest. They sit on a few boards. They haven't re-read six months of minutes. They don't remember the conditions attached to last year's approvals. Michael Staden on what's actually broken about how directors prepare. And what AI Assist was built to close. To learn more, visit https://lnkd.in/e5Z3RvKu ?utm_medium=social&utm_source=linkedin&utm_content=video&utm_campaign=ai-2026

  • In the Governance Insight Gap survey, we asked what stands in the way of accessing governance insights. The answers pointed to infrastructure, not competence. 50.6% said insights are fragmented across people, files, and systems. 28.7% said there's no owner or follow-through process. 20.7% said insights are hard to locate within existing workflows. 13.2% said the information isn't captured at all. The cross-tab data added a layer: fragmentation is the number-one barrier at every maturity level. Informal and advanced organizations alike. What differs is the second-biggest barrier. Less mature boards haven't centralized at all. More mature boards have a system but aren't running the full governance lifecycle through it deeply enough. Full report linked in the comments.

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  • Last call! Today at 11 AM ET, don't miss the live debut of AI Assist. Plus an exclusive first look at AI Insights before public launch. 45 minutes with Principal Product Manager Michael Staden and solutions expert Steve Sewell. They'll walk through how OnBoard's AI Suite is rebuilding board prep from the ground up. The session is live only. No recording afterward. Register now: https://lnkd.in/gAD4rcJB

  • Most directors prep for the sections of the board book they know, hoping nothing else catches them off guard. That's the reality of governance today. You read this month's packet. You haven't re-read the last six months of minutes. You don't remember the conditions attached to that approval from Q1. And you serve on two other boards. Meet AI Assist, OnBoard's native conversational AI tool. Ask a question about your board book, agenda, or meeting in plain English. You'll get an answer grounded in your actual governance record. Permissioned. Cited. AI hallucination guardrails that decline when it's not confident. We're laying the foundation today. Where this is heading: every director walks in with the institutional knowledge of a 10-year veteran. Regardless of tenure, expertise, or how many boards they serve. Learn more about AI Assist → https://lnkd.in/e3w5Erts

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  • Trust in AI isn't a leap of faith. It's a set of conditions you can actually build. That's the through-line in Rick Doten's answer to a question we asked while discussing the results of our Governance Insight Gap survey: What has to be true before a board trusts an AI-generated insight? A quality loop. Provenance you can audit. Human judgment on the output before it reaches the boardroom. Boards that get this right won't be slowing AI down, they'll be the ones using it with confidence while everyone else hesitates. This conversation was part of our ATLAS Leadership Series webinar on the Governance Insight Gap. Full webinar and report linked in the comments.

  • How mature is your board's governance, really? Most boards would say "pretty good." They run on schedule, send materials early, evaluate annually. But there are 3 simple questions that tend to expose where governance quietly breaks down, and most boards can't answer them without digging through old emails or leaning on someone's memory. They're not trick questions. They're the gap most boards don't see until they go looking. The three questions, and how to read your answers, are in the full blog. Read the full blog: https://lnkd.in/eVCA4RE8

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  • During our Governance Insight Gap webinar, Erika Eliasson-Norris raised a structural bias that most boards have never named out loud. Think about how board books get assembled. Written, shaped, and selected by the executives, the very people the board exists to hold accountable. Most management teams are honest. But every management team writes the board book to be defensible. Erika's suggested fix is disarmingly simple: ask management to include one option they considered and rejected, and why. That single change shows the board what it would otherwise never see. Watch the full webinar. Link in the comments.

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  • The Governance Insight Gap survey tested nine areas of governance insight. They split cleanly into two tiers. Operational: board meetings, discussion quality, committee work, follow-through. Most boards handle these well. Under 8% rated material quality as hard to access. Strategic: strategy progress (37% rated it hardest), director engagement (33%), risk and compliance (33%), board composition (28%). Follow-through sat right at the dividing line at 24%. The operational tier tells you the meeting happened. The strategic tier tells you whether it mattered. And what separates those four hardest areas is that they all require connecting information across multiple meetings. No single board book snapshot answers them. Full findings in The Governance Insight Gap report. Link in the comments.

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  • Not every great CEO becomes a great board member. As Jane Edison Stevenson and Claudia Pici Morris explain, operating a business and advising one require different skill sets. The most effective boards recognize that succession planning isn't just about finding a candidate - it's about aligning on the blueprint first. Before any search begins, boards should build consensus around what the organization truly needs. When that work happens early, the collective wisdom of the board can shape stronger leadership decisions and better long-term outcomes. Watch the full episode to hear more insights on board succession, director recruitment, and building high-performing boards ⬇️ https://lnkd.in/gtNHZrYg #CorporateGovernance #BoardLeadership #BoardSuccession #BoardRecruitment #PublicCompanyBoards

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Funding

OnBoard 4 total rounds

Last Round

Private equity

US$ 100.0M

Investors

JMI Equity
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