Hybrid board meeting with directors in the room and attendees on screen.

Boardmate Full pricing

Built on Lite, priced for the live board cycle.

Full keeps the Lite minutes model and adds a per-fund subscription for the live governance workspace, with optional extras for teams that need them.

01 Source

A one-off setup fee for the organisation workspace and fund records.

02 Review

A per-fund subscription for each live governance workspace.

03 Record

A per-meeting fee, plus optional extras such as e-signatures.

How Full is priced

A setup fee, a per-fund subscription, a per-meeting fee, and optional extras.

Setup fee, one-off

Stand up the organisation workspace, fund and entity records, house style, and the security approach for the portfolio.

Per fund, subscription

The live governance workspace for each fund or entity: profile, compliance calendar, board packs, reminders, and governance memory.

Per meeting

Each live meeting is drafted, reviewed, revised, approved, and exported, with reviewer feedback included as in Lite.

Optional extras

Add capabilities only where a team needs them, so the core subscription stays predictable.

A director reviewing prepared board papers at a laptop.

The live cycle

Priced around the work each fund actually carries.

The per-fund subscription holds the live governance workspace: the compliance calendar, board pack assembly, reminders, and the governance memory that carries prior minutes, actions, and approvals into the next meeting. The per-meeting fee then covers each live meeting end to end, so the cost tracks the cycle rather than a flat licence.

See Boardmate Full

In the per-fund subscription

What each fund's live workspace covers.

  • Fund and entity records with jurisdiction, fiscal year end, directors, and service providers.
  • Annual compliance schedule, report requests, and reminders.
  • Board pack assembly and readiness tracking before each meeting.
  • Governance memory: prior minutes, actions, and approvals carried into the next cycle.

Optional extras

Added only where a team needs them.

E-signatures

Route approvals to electronic signature through an optional e-signature integration.

Recording and transcription

Connect meeting recordings and transcription so source material flows straight into drafting.

Bulk onboarding

Bulk fund, contact, and meeting import for larger portfolios moving onto Boardmate at once.

Additional workflows

Extra review, compliance, or reporting workflows where a portfolio needs them.

Sizing the portfolio

The estimate follows the shape of your portfolio.

Full pricing scales with the number of funds in the live cycle and the meetings each fund holds, with extras kept optional. Published figures are being finalised, so we confirm fees with you directly.

01 Estimate

Setup fee, plus per-fund subscription across the portfolio, plus a per-meeting fee for each live meeting, plus any optional extras.

02 From Lite

Backlog clearance can start in Lite; the same controlled record carries forward when a team moves to Full.

03 Predictable core

The per-fund subscription covers the live cycle, so extras stay optional rather than bundled into every fund.

04 Confirming fees

Published figures are being finalised. We confirm the subscription, meeting, and extras pricing with you directly.

Plan the move to Full

Get a portfolio estimate for the live board cycle.