Who it's for
Independent Directors Fund Partners Funds & Family Offices Corporate Boards
Product
How it works Why now Security Pricing Meta3Agents ↗ Request a pilot
For Funds & Family Offices

Oversight with a record you can show.

A fund's institutional memory shouldn't live in partners' heads and inbox archives. BoardCouncil gives the whole firm one governed intelligence layer over the portfolio — every analysis graded, every conclusion traceable, every record exportable.

The problem

The firm-level problem is memory and proof

Knowledge walks out the door

When a partner leaves, their read on eight companies leaves with them. Portfolio memory held in people doesn't survive personnel change — or scale to the next fund.

Oversight happens, but can't be demonstrated

LPs, auditors, and regulators increasingly ask not whether you oversee the portfolio but whether you can prove it. Email threads are not a stewardship record.

Every partner reinvents the read

The same company materials get read differently by different partners with no shared, structured view — inconsistency that compounds across committees and cycles.

Regulated environments rule out consumer AI

For registered managers and family offices under mandate, board materials in a consumer chatbot is not a gray area. The capability has to come with governance, or not at all.

The council, in your seat

One council, firm-wide

BoardCouncil runs as a governed layer over the whole portfolio: shared missions per company, cross-portfolio memory that belongs to the firm, and an audit chain that turns oversight into demonstrable stewardship.

  • cross-portfolio memory Commitments, findings, and verdicts accumulate per company and across the portfolio — owned by the firm, not by whoever attended the meetingLive
  • stewardship export Hash-chained analysis records exportable for LP reporting, audits, and regulatory reviewLive
  • cost governance Every analysis carries its own attributed cost — AI spend at the firm is visible, budgeted, and per-missionLive
  • self-host deployment The entire council runs on your infrastructure on local models — materials never leave your perimeterPilot

An LP's operational due-diligence questionnaire asks how the firm monitors portfolio-company governance. Instead of a paragraph of process description, the answer includes an export: per-company oversight records, evidence-graded findings, and a verifiable chain of when each risk was flagged and answered.

Illustrative scenario — describes the mechanism, not a customer outcome.
What changes

What the firm gets back

Institutional memory that survives people

The firm's read of the portfolio becomes an asset on the balance sheet of the manager — compounding across funds instead of resetting every cycle.

Stewardship as a fundraising asset

Demonstrable, verifiable oversight differentiates managers in a market where LPs are learning to ask for exactly this.

AI capability inside the compliance perimeter

The productivity of modern AI, deployed the only way a regulated allocator can accept — governed, audited, and optionally never leaving your infrastructure.

Request a pilot → Security & governance