A formal document review workspace with papers and a laptop.

Company

Boardmate exists to make formal board work move faster.

Boardmate Limited builds software for board support teams, fund administrators, chairs and reviewers who need formal minutes, controlled review and live board-cycle continuity at portfolio scale.

01 Focus

Formal minutes, reviewer comments, chair decisions, approval files and live board-cycle continuity.

02 Product

Lite clears historic minutes backlogs. Full carries agendas, board packs, actions, approvals and annual tasks.

03 Company

Boardmate Limited is incorporated in England and Wales, company number 16344358.

Boardmate Limited

Formal board work still gets trapped in manual routes.

Boardmate Limited builds software for the teams responsible for formal board records: board support teams, fund administrators, corporate service providers, chairs, directors and service provider reviewers.

Typing minutes is only one part of the work. Teams read the board pack, use prior approved language, chase and interpret responses, decide which comments matter, export the practical record and carry context into the next meeting.

That pattern repeats across large portfolios, often every quarter and sometimes in special meetings between the ordinary cycle. Boardmate is built so speed, house style, confidentiality and final approval can improve together.

The work

Formal board records, reviewer coordination, chair decisions, exports, actions and the next meeting.

The teams

Board support teams and fund administrators carrying the same pattern across hundreds or thousands of funds.

The gain

Backlog clearance first, then a live board-cycle workspace that keeps the record useful.

Portfolio scale

Portfolio-scale minutes work compounds quickly.

A good first draft matters. The larger gain comes when drafting, review, approval and carry-forward stop being rebuilt from inboxes, separate trackers and local memory each time.

01

First draft

Turn transcripts, recordings, board packs, prior minutes, reports and support notes into formal first drafts fast enough to clear real backlog pressure.

02

Review round

Keep reviewer comments, uploads, no-comment confirmations and chair decisions attached to the draft instead of scattered through email.

03

Approval file

Export DOCX, PDF, actions where available and audit history together, so the route from source material to final minutes is visible.

04

Next cycle

Carry previous minutes, actions, report requests, approvals, annual obligations and governance memory into the next meeting.

Product direction

Lite clears the backlog. Full carries the board cycle.

The same product idea runs through both: bring source material, review, chair decisions, output, actions where available and audit history into one controlled workflow.

Boardmate Lite

Backlog clearance in record time.

Lite turns historic meetings, transcripts, recordings, board packs, support notes and separate reports into formal first drafts, then supports review, regeneration, DOCX/PDF export and audit history.

See Boardmate Lite
Boardmate Full

The live board cycle, carried forward.

Full extends the same record into agendas, board packs, report requests, compliance schedules, actions, approvals, reminders and governance memory across client funds and entities.

See Boardmate Full
Boardmate Full portfolio dashboard.
Full Boardmate carries meetings, actions, reports, funds, and approvals into one governance workspace.

What Boardmate protects

Speed only matters if the record stays controlled.

Boardmate is designed to make the work dramatically faster without making the record feel casual, opaque or uncontrolled.

Start with the real files

Boardmate is designed around the files teams already hold: recordings, transcripts, board packs, previous minutes, reports and notes.

Keep judgement with people

Reviewers can comment or confirm. The chair or delegated owner decides which feedback changes the draft.

Solve the workflow around the draft

Minutes, reviewer activity, decisions, exports, actions where available and audit history belong in the same working record.

Treat confidentiality as product work

Security, access control, data-flow, privacy and terms information is available before confidential board material is shared.

Product view

Screenshots and demos show the actual work: imports, review queues, minutes workspaces, actions, reports and fund records.

Trust route

Company details, privacy, terms, security and data-flow pages are available before confidential sample material moves.

Evaluation route

A representative batch can show quality, reviewer control, chair decisions, DOCX output and time saved.

Common questions

Company questions teams ask.

Where are Boardmate's company details?

Boardmate Limited is registered in England and Wales. The company number and registered office are shown in the footer on every page.

What is Boardmate built for?

Boardmate is built for formal board minutes, reviewer feedback, approval records, and the wider board cycle, not generic meeting notes.

Where should security or contract questions go?

Use the contact page to request the current security, data-flow, confidentiality, evaluation, or contract documents.