Board9.ai
A full production board operating system for portfolio companies — managing board pack preparation, governance reporting, financial/KPI ingestion, and AI-assisted drafting.
Why I Built This
Board meetings at portfolio companies are often chaotic: decks cobbled together from a dozen sources, outdated financials, and half the board pack assembled the night before. Built within TheGreyMatter.ai ecosystem, Board9 turns this into a structured, AI-assisted workflow where data flows in, board packs get drafted, reviewed, and approved — all in one place.
The Problem
Preparing board materials involves pulling data from finance, ops, HR, and strategy teams. It's manual, error-prone, and usually involves a frantic 48-hour scramble before each meeting. Board members receive inconsistent or outdated information, making governance decisions harder.
How It Works
- Document ingestion with AI-powered extraction and classification from uploaded financials, KPIs, and strategy documents
- Board pack drafting engine that generates structured narratives from raw data with human review and approval
- Meeting RSVP, attendance tracking, committee management, and post-meeting follow-up workflows
- Multi-format export (PDF, DOCX, PPTX, Excel) with portfolio benchmarking and cycle history
The Impact
Board pack preparation time reduced from 3-5 days to under 8 hours with AI-assisted drafting
100% of financial snapshots and KPIs automatically extracted and validated before inclusion
Board member satisfaction with materials increased — consistent, data-backed narratives every cycle
Post-meeting action item tracking reduced follow-up gaps by 70%