Board Meeting Preparation Automation
Prepare board packages in hours instead of days
What This Automation Does
How It Works
Board Meeting Scheduled
Triggers when a board meeting is scheduled for a portfolio company, starting the prep workflow.
Collect Data From Portfolio Company
Requests and aggregates the latest financial and operational data from the portfolio company.
Generate Board Deck
Populates the standardized board deck template with current data, charts, and variance analysis.
Distribute for Review
Sends the completed board package to all directors and attendees ahead of the scheduled meeting date.
Pricing
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$200
per automation (standalone)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
No payment required — our team will finalize scope and pricing during the call.
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