Page Metadata

Centralize Portfolio Company Governance with Nasdaq Boardvantage® for Private Equity

Technology purpose-built for collaborative governance

Nasdaq Boardvantage is a governance suite that can be scaled to meet the dynamic meeting, collaboration and governance needs of private equity firms and their operating partners. Streamline meeting processes, accelerate decision making, and strengthen corporate engagement with this flexible board portal.

  • Used by private equity firms and leadership teams to centralize communication and meeting management with portfolio companies and third-party stakeholders
  • Streamlined processes bring efficiencies to meeting administration, document editing and storage, and collaboration
  • Controlled and secure document sharing mitigates the risks of information falling into the wrong hands
  • Effectively manage portfolio company engagement from one efficient portal that is designed with the intuitive functionality, enhanced security and mobility that supports your portfolio governance needs 

Nasdaq Boardvantage for Private Equity Nasdaq Boardvantage is a valued partner for Private Equity firms.

img statistics Private Equity

Streamline meeting administration and provide a secure collaboration space for your board and committee members with this flexible and intuitive suite of governance tools:

Features to manage sensitive information: 

CONTENT SEGREGATION 

Create separate TeamSpaces aligned with each portfolio company, your internal teams, and external stakeholders. Configure and customize branding, permissions, and module settings. 

PERMISSION SETTINGS 

Set permissions to entire folders or individual files, by user. Designed to allow specified users access to information in the way it is intended. 

DATA STORAGE

Strengthen security around documents by storing on our encrypted database. Configure content retention settings to align with your internal policies. Take advantage of generous file allowance and a consolidated view of files and projects. 

E-SIGNATURES 

Keep transactions, contracts, and other sensitive documents digital and manage e-signatures within the platform. 

VOTING & APPROVALS 

Vote and approve items with one click. Built-in reporting automatically collates responses into presentation-ready graphical formats. 

VERSION TRACKER & FULL TEXT SEARCH 

Collaboration made simple - know when a change was made and by who, and locate information easily with advanced search capabilities.

Intuitive and time-saving collaboration tools:

ANNOTATIONS 

Add annotations to any file. Users can add private notes or share them with other users or groups. 

IN-APP EMAIL 

Communicate sensitive information and share files between meetings using secure in-app email functionality, minimizing the risk of potential exposure to unintended recipients. 

MEETING MANAGER 

Create simple or comprehensive meetings; add details and/or attach files and reference materials. Meetings can be copied day-to-day or year-to-year for greater efficiency.

TASK MANAGEMENT

Manage internal processes by assigning action items to stakeholders and tracking their progress.

NOTIFICATIONS 

Notify or remind users when a file requires editing or when it is complete and ready for review. 

MEETING AGENDA 

Create an interactive agenda with meeting documents comprised of any file type. Simply hyperlink your agenda items with your files. 

AUTOMATIC UPDATES 

Nasdaq Boardvantage actively looks for any changes on all devices, ensuring the most updated version for all formats. 

EDIT IN NATIVE FILE FORMAT

Make last minute edits in a flash. Edit any files uploaded to Nasdaq Boardvantage in native format. No need to re-upload updated files or PDF files first.

Nasdaq Boardvantage is helping corporate secretaries, general counsel,board members and senior executives in various industries worldwide save time and boost productivity. For the latest product highlights and information on board management education, view our Resource Library.

FAQs

How does Nasdaq Boardvantage help with meeting productivity, secure communication, content segregation and more?

Read FAQs

Questionnaires and Board Evaluations

How can Nasdaq help streamline your D&O Questionnaires and Board Evaluations with dynamic, data-driven technology?

Learn more

Request a Demo

Please opt-in to receive news and information about Nasdaq’s services.

Scroll up