Glossary · Data room features
Board portal
Also called board management software
Definition
A board portal is secure software for a company's board: it distributes board packs, agendas and minutes, and supports votes and approvals. It overlaps with a virtual data room on security, but it is built for ongoing governance, while a data room is built for sharing documents with outside parties during a deal.
Where board portal comes up
On this site, in our guides and in the conversations we've written up.
Guide What is a virtual data room? A board portal is built for board meetings and governance; a VDR is built for sharing confidential documents with outside parties during a transaction. Podcast · Proactive - Interviews for investors Ansarada's CFO on growth, diversification and a $100M ARR target It now spans governance risk and compliance, sustainability reporting, board portals and a procurement business that helps governments tender multi-billion-dollar infrastructure projects, all while staying cash flow positive and…
Related terms
Granular permissions Settings that control, per user or group and per folder, who can view, download or print each document. Audit trail The data room's record of who opened, downloaded or printed which document, and when. Data room index The numbered folder structure of a data room, which acts as its table of contents. Deal room Another name for a virtual data room: a secure online space for sharing deal documents with outside parties. Dynamic watermarking Stamping each viewer's name, email or time on documents as they open them, to discourage leaks. Engagement analytics Reports that show which bidders and users are reading which documents, and how much. Fence view A viewing mode that shows only a strip of the document at a time, to block screenshots and shoulder surfing. Q&A module The part of a data room where buyers ask questions and the seller's team answers them, with a full record.