AI Board Prep

Your Board Asks About NRR Every Quarter. The Deck Is Always a Week Old.

Board week is a fire drill, and the board still asks about churn and expansion the deck can't answer because the numbers went stale days ago. Steerco fixes that at the source: instead of a hand-assembled deck, your board and execs get a live, always-current page — NRR, GRR, and the full retention story pulled from your live systems, accurate the moment anyone opens it, on your brand.

Steerco keeps your board current on live CRM, finance, customer success, and product data — the same platform that grows and retains your revenue. OnBoard, Boardvantage, and Zeck distribute static files. Steerco keeps everyone current.

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What you'll see:
A Live Board Page, Not a Stale Deck — Steerco puts a branded, always-current board page in front of your directors — CEO letter, financial pack with NRR and GRR, retention and expansion, GTM and product — pulled from your live data.
Live Data, Not Last Week's Export — 600+ live integrations: Salesforce, HubSpot, Gainsight, Stripe, NetSuite, Amplitude, Gong, Looker. Every NRR, GRR, and churn number is current the moment the board opens the page.
Your Template, Your Brand — Upload your existing board template. Steerco preserves your structure, voice, and design system. The board page looks like yours, not ours.
Distribution Is Optional — Keep the reporting live in Steerco, or export to PowerPoint or PDF and push into OnBoard, Diligent, or Boardvantage. Steerco keeps it current — the portal of your choice distributes it.

See your board reporting go live — NRR and all.

We'll reach out within 24 hours.

By submitting you agree to our Terms. We'll never share your info.

Leadership teams keeping their board current with Steerco:

Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Impact Minds
Bespoke
Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Impact Minds
Bespoke
Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Impact Minds
Bespoke
The Call

What to Expect in Your Board Prep Call

A 30-minute walkthrough focused on making your board reporting live and always current — and cutting the fire drill out of board week.

  1. 01
    Discovery

    Your Current Board Prep Cycle

    How does your team assemble the board deck today? Where do the hours go? Which sections stall — especially NRR, churn, and retention? We map your real process before showing anything.

  2. 02
    Live Walkthrough

    Your Template, Your Data, Always Current

    We put a live board page on your template, from a live data source, on the call — including the retention and expansion section with current NRR and GRR. Accurate the moment you open it.

  3. 03
    Hard Questions

    Security, Integrations, Governance

    SOC 2 Type II, SSO/SAML, data residency, model training, audit trail. Bring your CISO. Bring your board secretary. No topic off limits.

  4. 04
    Path to Production

    Live Board Reporting in 7 Days

    If it fits, we show you how to have a live, always-current board page within a week — including how to wire it into your existing OnBoard, Diligent, or Boardvantage portal.

Why Leadership Teams Pick Steerco

Built for the Job Portals Don't Do

OnBoard, Nasdaq Boardvantage, Diligent, and Zeck distribute static files. Steerco keeps the reporting itself live — including the retention and expansion story your board expects.

Keeps the Reporting Current — Not Just Hosts It

Governance portals are document libraries for static files. Steerco keeps the board page itself live: every section, every chart, every number — NRR, GRR, churn, expansion — pulled from your systems of record and current the moment it's opened.

Live Data From 600+ Sources

Salesforce, HubSpot, Gainsight, NetSuite, QuickBooks, Stripe, Amplitude, Gong, Looker, Snowflake. Every retention and financial metric is pulled live. No more 'as of last Tuesday' asterisks.

Your Template, Enforced

Upload your existing board template once. Team Guidance enforces required sections — including retention, NRR, and expansion — on every board page automatically. Brand and content governance, not just colors.

Always Current, Not a Fire Drill

A complete board page — CEO letter, financial pack, retention and expansion, GTM, product, people, strategic asks — live and always current. The Chief of Staff gets their weeks back.

From the Boardroom

Leadership Teams That Stopped Dreading Board Week

What changes when the board reporting is live — and the retention story is always current.

"
"I used to walk into board meetings unsure whether our NRR and expansion numbers would hold up to questions. With Steerco, every number is live. The retention story is current before the board asks."
C
CRO
Public SaaS Organization
"
"We had a great-looking board deck. Our design team made sure of that. But the CFO always had questions about churn and expansion we couldn't answer in the room because the data was two weeks old. Steerco fixed that. Now the board reads a live page and every number is current at the moment they open it. No more asterisks."
C
CEO
Series B SaaS Company
"
"Board week used to eat my Sundays for two weeks. Steerco gave me my Sundays back and made the reporting better. The board can tell."
CoS
Chief of Staff
Growth-Stage SaaS
FAQ

Frequently Asked Questions

What is board prep software?

Board prep software helps leadership teams produce what a board of directors needs before a meeting — the board report, financial pack including NRR and GRR, CEO letter, and supporting data. Legacy portals like Diligent, OnBoard, and Nasdaq Boardvantage focus on distributing static files, voting, and minutes. Steerco is different: it's the revenue platform that keeps the board current on live data, replacing the stale, hand-assembled board deck with a board page that updates in real time — including the retention and expansion story your board asks about every quarter.

How long does board prep take with Steerco?

Most teams stop assembling decks entirely — the board page is live and always current, so the numbers are accurate the moment a director opens it. What used to be a 5–10 day scramble becomes ongoing and automatic. The Chief of Staff gets the weeks back.

Can AI keep our board reporting current?

Yes — if it has access to the systems that hold your real numbers. Generic LLMs can draft prose for a CEO letter but cannot reliably reflect current NRR, GRR, churn rate, or runway. Steerco connects to 600+ live data sources and keeps a branded, always-current board page in front of your directors — including the retention and expansion section — instead of a deck that's stale the moment it's exported. More on what AI can and can't do →

How is Steerco different from OnBoard, Boardvantage, and Zeck?

OnBoard, Nasdaq Boardvantage, Diligent, and Zeck are board portals — they distribute, host, vote on, and manage the static materials directors read. Steerco is the revenue platform that keeps those materials current — a live board page built on your business data, with NRR, GRR, and the retention story always up to date. Most modern leadership teams use Steerco to keep the reporting live and a portal of their choice to distribute it. See the side-by-side: vs OnBoard, vs Boardvantage, vs Zeck.

What is the difference between a board book, board deck, and pre-read?

The board book is the full set of governance materials including narrative, financial detail, and appendices. The board deck is the slide presentation used in the live meeting. The pre-read is what directors review before the meeting — typically sent 5 business days in advance. Steerco keeps all three current from a single live source of truth, so directors never open a number that's a week old. Full breakdown →

How quickly can our team get started?

Days, not months. Connect your finance, CRM, and customer success data sources, upload your existing board template, and Steerco puts a live, always-current board page — including the retention and expansion section — in front of your board the same week.

Is Steerco enterprise-grade for board materials?

Yes. SOC 2 Type II certified, SSO/SAML, role-based access controls, encryption in transit and at rest, zero model training on customer data. Custom data processing agreements available for enterprise deployments.

Walk into your next board meeting with the retention story — not a prayer.

30 minutes. We put a live board page on your template, from a live data source, on the call — NRR, GRR, expansion, and all, current the moment you open it. No fluff. No pressure.

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