GP · Fund · Per board meeting
Board meeting prep and follow-up
You walk into each board meeting with a prep pack, and walk out with its action items as tasks and anything that moves the valuation flagged.
PlanBoard meeting prep and follow-up
Build the prep pack
HeldOperator brings together the company’s latest mark, what’s still open from the last board meeting and the questions worth asking.
OperatorWaits until three days before the meetingSummarize the meeting
HeldFinds the meeting’s recording and, once you confirm, asks for its summary. If there is no recording yet, the plan stops and tells you.
API actionWaits until two hours after the meetingGP confirmsPull out the action items
HeldExtracts the meeting’s action items once you confirm, and Operator matches each one to an owner on your team.
OperatorGP confirmsTurn the items into tasks
HeldCreates a task with an owner and a due date for each item, all approved in one go. Anything Operator couldn’t match is listed for you.
API actionper action itemGP approves all in one goFlag what could move the mark
HeldOperator reads the transcript for a new round, a down round, a missed plan or a key person leaving, and cites each passage.
OperatorDecide on the flags
HeldYou decide which flags go into the quarter’s valuation.
PersonGP approvesSave the meeting notes
HeldSaves the board summary and your decisions as the meeting’s notes, once you confirm.
API actionGP confirms
The plan as it runs: each step waits for the one before it, and stops at its gate until the owner approves.
At a glance
Who runs it, and when
- Who runs it
- GP
- What starts it
- A board meeting at one of your portfolio companies is on the calendar.
- How often
- Per board meeting
- Vehicle
- Fund
Ask Operator
Start it in a sentence
Ask Operator in chat. It drafts the plan for your fund, and nothing runs until you release it.
- You
Prep me for Thursday’s board meeting and turn the notes into tasks afterwards.
- You
What’s still open from the last board meeting?
- You
Did anything at the board affect our mark?
The outcome
You walk in with a prep pack and walk out with the action items as tasks, and anything that could move the mark is flagged for the valuation.
What it proves
- Runs on the meeting’s own clock: three days before it, and two hours after it ends.
- Builds the prep pack from the latest mark and the last meeting’s open items.
- Creates every task in one approval, each with an owner and a due date.
- Flags what could move the mark and cites the passage in the transcript.
- Stops and tells you if the recording hasn’t arrived, then carries on once it has.
- Asks you before it summarizes, extracts or saves anything.