Board and investor updates
Know the board opened the papers.
Send the board papers or the quarterly update as one link per board member. Before the meeting you see the board members who read them.
Free for one seat. Readers never pay.
The workflow
Board papers on tracked links
- 01
Upload the papers
Add the Word, PDF or Excel file. Pages in portrait scroll as one page.
- 02
Send a link per board member
Each board member gets a link with email verification.
- 03
Check each board member
The day before the meeting you see the board members who opened the papers and the pages they read.
- 04
Correct a figure
Upload a new version and approve it. The links you sent show the corrected papers.
Reads
Track every board member.
The reader table shows each board member with the time spent, the pages seen and the last visit.
Versions
Keep the same link.
Upload the corrected file and approve it in the review step. The links you sent show the new version. The old versions stay in the history.
Questions
Questions before the meeting.
A board member can ask a question on the page they have open. You get each question by email before the meeting.
Access
Board members only.
With email verification and a reader limit, only board members open the papers. Set an expiry date after the meeting.
The plan you need
One seat on Pro at €15 per month covers a company secretary or a founder who sends the papers.
Compare the plansYour questions answered
Can board members read the papers on a phone?
Yes. The viewer shows portrait pages at the width of the screen.
Can I send an update to 40 investors?
Yes. Create one link per investor, or one shared link with roll call.
Do members need an account?
No. A board member types a code from their inbox.
Send your first tracked link today
Free for one seat. New workspaces get 14 days of the Team plan without a card.