AI Board Prep

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

Board week is a fire drill. The Chief of Staff loses two weeks. The CFO fields questions about churn and expansion that aren't in the deck because the retention data is stale. Steerco fixes all of it — generating a complete board book from your live systems, including NRR, GRR, and the full retention story, on your template, in under an hour.

Steerco is the AI built for one job: generate your board book from live CRM, finance, customer success, and product data. OnBoard, Boardvantage, and Zeck distribute the deck. Steerco builds it.

Book Your Demo →
What you'll see:
60 Hours to 60 Minutes — Watch Steerco generate a complete board deck — CEO letter, financial pack with NRR and GRR, retention and expansion update, GTM and product sections — from your live data, on your template.
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 at the moment of generation.
Your Template, Your Brand — Upload your existing board template. Steerco preserves your structure, voice, and design system. The deck looks like yours, not ours.
Distribution Is Optional — Export to PowerPoint, PDF, or push directly into OnBoard, Diligent, or Boardvantage. Steerco builds the book — the portal of your choice distributes it.

See your next board deck built 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 replacing 60+ hours of board prep with Steerco:

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

What to Expect in Your Board Prep Call

A 30-minute walkthrough focused on cutting your next board cycle from weeks to hours — and making the retention story accurate.

  1. 01
    Discovery

    Your Current Board Prep Cycle

    How does your team build the board book 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 Generation

    Your Template, Your Data, One Click

    We generate a board deck on your template, from a live data source, on the call — including the retention and expansion section with current NRR and GRR. All of it, in minutes.

  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

    First Real Board Deck in 7 Days

    If it fits, we show you how to be generating real board materials 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 handle distribution. Steerco handles the work that takes weeks — including the retention and expansion story your board expects.

Builds the Deck — Not Just Hosts It

Governance portals are document libraries. Steerco generates the board book itself: every section, every chart, every number — NRR, GRR, churn, expansion — from your systems of record, on your template.

Live Data From 600+ Sources

Salesforce, HubSpot, Gainsight, NetSuite, QuickBooks, Stripe, Amplitude, Gong, Looker, Snowflake. Every retention and financial metric is pulled at generation. 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 deck automatically. Brand and content governance, not just colors.

Hours Instead of Weeks

A complete board book — CEO letter, financial pack, retention and expansion update, GTM, product, people, strategic asks — generated in under an hour. The Chief of Staff gets their week back.

From the Boardroom

Leadership Teams That Stopped Dreading Board Week

What changes when board prep stops being a fire drill — 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 pulled live. The retention story is in the deck 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 every number in the deck is pulled live at generation. 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 deck 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 the materials a board of directors needs before a meeting — the board book, board deck, CEO letter, financial pack including NRR and GRR, and supporting data. Legacy tools like Diligent, OnBoard, and Nasdaq Boardvantage focus on distribution, voting, and minutes. Steerco is the only platform that actually builds the deck from your live company data — including the retention and expansion story your board asks about every quarter.

How long does board prep take with Steerco?

Most teams generate a complete first-draft board deck in under an hour. The full cycle — generation, executive review, alignment, pre-read distribution — typically takes 1–2 days instead of the industry-standard 5–10. The Chief of Staff gets the week back.

Can AI build my board deck?

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 pull current NRR, GRR, churn rate, or runway. Steerco connects to 600+ live data sources and generates a complete board deck — including the retention and expansion section — on your brand template in under an hour. 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 materials directors read. Steerco is the AI that actually builds those materials from your live business data — including the NRR, GRR, and retention story your board expects every quarter. Most modern leadership teams use Steerco to generate the deck 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 the board book sent 5 business days in advance. 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 generate your first complete board deck — including the retention and expansion section — 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 generate a board deck on your template, from a live data source, on the call — NRR, GRR, expansion, and all. No fluff. No pressure.

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