Case Study: JMI Equity reduces weekly meeting preparation from 3+ hours to 15 minutes with OnBoard Board Management Software

JMI Equity - Customer Case Study

JMI Equity, a growth-focused private equity firm investing in software companies, faced a time-consuming and insecure weekly meeting process: agendas and materials were circulated by email, consolidated into large PDFs, and sensitive deal and portfolio information lacked a single secure home. To solve this, JMI Equity partnered with OnBoard Board Management Software to provide a secure, centralized platform for meeting materials and role-based access.

OnBoard Board Management Software implemented a single, secure repository with granular permission controls, agenda assignment, and direct content uploads, letting teams contribute and access only what their role permits. The solution created a single source of truth, reduced human error and weekend email traffic, and cut meeting-prep time from more than three hours to about 15 minutes.

JMI Equity

Taylor Gillis

Marketing Analyst