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Board Portal

A board portal with AI built in.

Share board materials on a branded portal. Track who read what. Let members ask AI questions about documents and get cited answers. A fraction of the cost of enterprise board software.

Branded portal on your subdomainAI Q&A for board membersTamper-proof audit trailWhatsApp/SMS notifications

The Problem

Board software shouldn't cost more than your board members.

Enterprise board portals charge $10K–50K/year. Most boards need secure sharing, engagement tracking, and AI — not a governance suite.

Overbuilt & Overpriced

Enterprise board portals include voting, resolutions, and AGM tools most growing companies don't need. You pay for complexity you never use.

No AI Intelligence

Board members can't ask questions about the materials. They email the CFO, who spends hours pulling data. AI Q&A answers in seconds.

Blind to Engagement

You don't know if members actually read the pre-read materials. Engagement tracking shows who's prepared and who isn't.

How It Works

Board materials, AI intelligence, branded portal.

Everything your board needs in a platform that takes minutes to set up.

Step 01

Upload board materials and set permissions.

Upload board packs, financial reports, committee materials, and strategic documents. Set permissions per member or per committee — the audit committee sees different documents than the full board.

  • Committee-level permissions
  • AI auto-indexes all uploaded materials
  • Dynamic watermarking on every view
Board Portal — Q1 2026 Meeting
Q1 Board Pack.pdf
Q1 Financials.xlsx
Strategic Plan Draft.pdf
Compensation Committee Report.pdf Committee Only

Step 02

Members ask AI — get cited answers.

Board members ask questions about the materials and get instant answers with exact page and cell citations. No need to email the CFO for basic questions about the financials.

  • Permission-fenced AI — members see only their documents
  • Clickable citations — click and jump to the exact page or cell
  • Reduces pre-meeting questions by 80%+
  • Works beautifully on mobile — review materials from iPad or phone
Board Member AI Q&A
What was our gross margin last quarter and how does it compare to plan?
Q4 gross margin was 72.3%, up from 68.1% in Q3. This is 3.2 percentage points above the 69.1% target in the strategic plan, driven primarily by the infrastructure cost reduction in November.
Financials C14:C18Board Pack p.12Strategic Plan p.8

Step 03

Know who's prepared before the meeting.

Room Intelligence tracks which directors have reviewed the materials and which haven't. Get automatic alerts 48 hours before a meeting when key directors haven't opened the board pack. Ask the AI: "Who hasn't read the compensation committee report?"

  • Director-level preparation tracking per document, per page
  • Automatic pre-meeting readiness alerts
  • WhatsApp/SMS notifications when new materials are uploaded
  • Directors review on iPad or phone between meetings
Room Intelligence — Board Meeting Readiness
Who hasn't reviewed the Q1 board pack yet?
3 of 7 directors have not opened the Q1 Board Pack: Director Chen (last active 12 days ago), Director Patel (last active 8 days ago), and Director Williams (no activity this quarter). The remaining 4 directors have reviewed an average of 82% of the materials.
3 directors behind4 directors on track
Board meeting in 3 days · WhatsApp reminder sent to 3 directors

A fraction of the cost of enterprise board software. Enterprise portals like Diligent charge $10K–50K+/year. Sifrsys starts free (1 portal, AI included). The Teams plan at $399/mo covers most boards. No per-page fees, no per-user fees.

Board Portal FAQ

Common questions about AI-powered board portals.

Enterprise board portals like Diligent cost $10K–50K+ per year and are built for Fortune 500 governance workflows. Sifrsys provides the core board portal features — secure document sharing, engagement analytics, AI Q&A, branded portals, and audit trails — at a fraction of the cost. Plans start free. The Teams plan at $399/mo covers most boards.
Yes. Board members can ask questions about uploaded documents and get instant, cited answers. The AI retrieves only from documents within each member's permission boundary. For example, the CEO and CFO might see all materials, while independent directors see only their committee's documents. Every answer links to exact pages.
Board members receive a passwordless magic link — one click and they're in. No app to download, no password to remember. You can set up a branded portal on a custom subdomain (e.g., board.yourcompany.com) with your logo and colors. Members see a clean, professional interface.
Yes. Sifrsys includes AES-256 encryption, a hash-chained tamper-proof audit trail, dynamic watermarking, 5-level granular permissions, and Row-Level Security. Every action is logged and verifiable. The audit trail can be exported as CSV or JSON for compliance reporting.
Yes. Page-level analytics show exactly which pages each member viewed, for how long, and when. Engagement scoring ranks members by activity. Room Intelligence can alert you when a member hasn't reviewed materials before a meeting. Ask the AI: 'Who hasn't read the Q4 financials yet?'

Get Started

Give your board AI-powered materials.

Branded portal, engagement tracking, cited AI answers — at a fraction of the cost of enterprise board software.

Free to start · No credit card required

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