Board Prep, Solved. In Hours, Not Weeks.
Board prep is the end-to-end process of producing the materials a board of directors uses to govern a company: the board book, the board deck, the CEO letter, the financial pack, and supporting operating reviews. At most growth-stage companies it eats 5 to 10 business days per quarter — and produces a deck full of last-week numbers. Steerco builds the same artifacts in under an hour by pulling live data from your CRM, finance, and product systems and generating a board-ready deck on your template.
Why Board Prep Is Broken
The standard board prep process: the Chief of Staff sends a Google Doc template to every department lead. Department leads scramble to find numbers in five different systems. Numbers get pasted into slides. Slides get pasted into a master deck. The CEO reviews on Sunday night and sends back 47 comments. The Chief of Staff rebuilds Sunday night and Monday morning. The board meeting happens — and half the data is already stale. This is the Presentation Tax, and for board prep specifically it costs leadership teams 60–120 hours per quarter.
The Whole Board Book — Not Just the Cover
CEO Letter & Narrative
A draft CEO letter generated from quarterly metrics, deal movement, hiring, and product milestones. Edit the voice — keep the data.
Financial Pack
P&L, cash, runway, ARR, NRR, magic number, headcount, burn multiple — pulled live from NetSuite, QuickBooks, Stripe, Chargebee, or your data warehouse.
GTM, Product & People Updates
Pipeline, bookings, win rate, top accounts, churn, what shipped, what's shipping, hiring funnel, attrition — every section, on your template.
Strategic Asks & Committee Reports
Capital asks, M&A, hires, audit committee, comp committee, risk committee — each generated from the system of record, ready to present.
Available Formats
The Numbers Speak for Themselves.
Board Prep Guides & Playbooks
Deeper dives into the process, templates, and research behind the modern board book.
The 7-Day Board Prep Process (and How to Cut It to 2)
Your board prep process isn't broken because your team is slow. It's broken because your data lives in 10 systems and your deck lives in PowerPoint.
The Board Prep Checklist for CEOs (Free Template)
47 items across the 6 phases of board prep. Used by CEOs at growth-stage SaaS companies between $10M and $250M ARR.
How to Build a Board Deck in Under an Hour
A product-led walkthrough of the exact process Steerco customers use to go from "blank slide" to "board-ready" in less than 60 minutes.
Board Book vs. Board Deck vs. Board Pre-Read: What Goes Where
A clear, opinionated glossary for first-time CEOs and Chiefs of Staff.
The Chief of Staff's Guide to Board Prep
If you are the Chief of Staff, board prep is your biggest recurring lift. This is the playbook.
Board Prep Automation: What AI Can (and Can't) Do
A counter-narrative to the "AI in the boardroom" pitch from governance vendors.
15 Board Deck Templates (with Real Examples)
Battle-tested formats from operators who actually run board meetings. Free download, no email required.
How High-Performing Boards Prep: Lessons from 50 Operators
We interviewed 50 operators about board prep. Here's what we learned, what surprised us, and what it means for how you should run your next board cycle.
The Hidden Cost of Manual Board Prep (Free Calculator)
Most leadership teams have no idea what board prep actually costs them. Plug in three numbers and find out.
Frequently Asked Questions: Board Prep
What is board prep?
How long does board prep take?
What is the difference between a board book and a board deck?
Can AI build my board deck?
Is Steerco a board portal?
How is Steerco different from OnBoard, Boardvantage, and Zeck?
Walk into your next board meeting with a story, not a prayer.
See Steerco generate a board deck on your template, from your live data, in under an hour.