BoardDox — AI Board Intelligence
Premium boardroom
Private Beta  ·  PE & Family Office  ·  On-Prem & Private Cloud

AI board intelligence for private equity and family offices, deployed on-prem or in your private cloud.

BoardDox helps owners and directors get to the real issues in their board packs by connecting years of decks, minutes, KPIs, and financials, while keeping all board data inside your environment and out of public training models. You stay in control even when public AI providers change their rules.

Built for firms that require strict confidentiality, continuity, and defensible governance around board materials.

Keep control of your most sensitive data
Deploy on-prem or in your own VPC with private models, so board documents, KPIs, and financials are processed inside your infrastructure and are not used to train public LLMs.
Stay resilient to model and policy changes
Because BoardDox runs on your own private LLMs, you are less exposed to API shutdowns, rate limits, and shifting government or provider policies on public models that can disrupt workflows overnight.
See what was said, promised, and delivered over time
BoardDox lines up historical board decks, minutes, KPI snapshots, and financials so you can quickly compare prior discussions and commitments to current performance — at the company level and across your portfolio.
Early Access Application
v2.1.0 · SECURE
Request Your Seat
BoardDox is by invitation. Applications reviewed within 24 hours.
Used only to send your one-time approval code. We never share, sell, or market to your number.

Bring one recent board pack. We'll walk through how BoardDox would process it in your own environment, how it surfaces patterns from prior meetings and metrics, and how it helps you stay in control regardless of what happens with public AI providers.

SOC 2 Type II  ·  AES-256  ·  Zero data egress  ·  No public model training

Application Received

We'll review your application and reach out within 24 hours to schedule your secure board intelligence review. Check your email and phone for confirmation.

Deployment Architecture  ·  How Your Data Stays Yours

Unlike tools that send your documents to shared cloud models, BoardDox runs the AI inside your own environment. Your data is designed to stay within your perimeter.

YOUR ENVIRONMENT  ·  VPC / ON-PREM
Your Board Data
Board Packs & Minutes
KPIs & Financials
Risk Registers
Portfolio Reports
BoardDox AI Engine
Private LLM · Isolated
Document ingestion
AI analysis & Q&A
Risk surfacing
Draft generation
Outputs Stay Internal
Risk & Insight Briefs
Draft Emails to CEOs
Board-Ready Summaries
Audit Trail & Logs
Public LLMs (OpenAI / Anthropic / Google) — Not Reached By Design
Platform Capabilities · Private Cloud

The complete intelligence
stack for board governance

BD-01
AI Document Intelligence
Upload board packages, financial statements, cap tables, and legal agreements. BoardDox helps extract key metrics, surface anomalies, and answer questions in plain language.
BD-02
Portfolio-Wide Analysis
Compare performance across your entire portfolio simultaneously. Identify patterns and trends across portfolio companies without exporting data to a public LLM.
BD-03
Integrated Board Communication
Once you understand the issue, act on it. Draft and send emails to CEOs, CFOs, or co-directors from BoardDox — from your own email address or a BoardDox address.
BD-04
Institutional-Grade Security
Deploy on-prem or in your own VPC. Full audit trail, role-based access controls, and data residency options designed for firms with strict confidentiality requirements.
BD-05
Universal Document Support
Ingest PDFs, Excel models, PowerPoint decks, Word documents, and scanned materials. BoardDox normalizes, cross-references, and makes them instantly queryable.
BD-06
Pre-Meeting Intelligence Briefs
BoardDox auto-generates pre-meeting summaries and governance intelligence notes, helping directors prepare focused questions and arrive informed.
Workflow · 3-Step Protocol

From document to decision
in three steps

01 /
Ingest Your Documents
Upload board packs, financial models, or legal agreements to your private BoardDox instance. All processing happens inside your environment — nothing leaves your infrastructure.
PRIVATE · ON-PREM
02 /
Interrogate with AI
Ask questions in plain language. "What are the biggest risks in the Q3 board pack?" BoardDox analyzes across all documents and surfaces the most relevant insights.
AI ANALYSIS · PRIVATE LLM
03 /
Act from the Platform
Draft a response, compose an email to the CEO, or flag an issue for the next board meeting — all from within BoardDox, without switching tools or exporting data.
COMMUNICATE · GOVERN
Risk Detection · Covenant Breach Risk
ANALYSIS COMPLETE · Q3 Board Pack · Apex Portfolio Co.
─────────────────────────────────
⚠ DEBT COVENANT · EBITDA margin 2.1% below threshold
⚠ CASH RUNWAY · 4.2 months at current burn rate
✓ REVENUE · +12% YoY, in line with plan
✓ HEADCOUNT · Within budget, no anomalies
─────────────────────────────────
PRIOR PERIOD DELTA · vs Q2 2024
Gross margin: -3.4pp · EBITDA: -2.1pp
─────────────────────────────────
Docs analyzed: 12 · Time: 3s · Confidence: 0.94
Built For · Specifications

Your board's intelligence,
amplified.

BoardDox is not a general-purpose chatbot retrofitted for finance. It is designed for the specific workflows, document types, and governance requirements of PE firms and family offices that need to protect sensitive materials and maintain defensible oversight records.

SOC 2 Type II AES-256 Role-Based Access Audit Logging Data Residency
PE Firms
Multi-portfolio oversight with cross-company pattern detection and consolidated risk views across all board relationships.
Board Directors
Sit on multiple boards? BoardDox helps you stay across every pack, every commitment, and every open issue — without the manual review overhead.
Portfolio Cos
Prepare board-ready materials faster, with AI-assisted summaries, KPI narratives, and governance documentation that satisfies LP and auditor requirements.
SOC 2 Type II
Upgraded security controls, comprehensive audit logging, and data residency options — so compliance conversations with LPs and regulators are straightforward.
AI Engine · Deployment Architecture

Your choice of AI model.
Your rules on data.

BoardDox is model-agnostic by design. Choose a fully private LLM deployment to keep data on your own infrastructure, or opt for a hybrid model with intelligent routing. The architecture is yours.

ARCH-01 · Private LLM

Your data never leaves your infrastructure.

Deploy BoardDox with a fully air-gapped private LLM inside your own VPC or on-premises environment. Board documents, KPIs, and communications are processed entirely within your own infrastructure — designed so data does not reach any external provider.

Recommended for PE firms and family offices with strict data residency requirements, LP confidentiality obligations, or regulatory constraints on third-party AI data processing.

Air-Gapped Option Full Data Residency No External API Calls Audit Logging
Technical Specifications
Models
Llama 3.3, Mistral Large, Falcon 40B, custom fine-tuned
Deployment
On-prem / Single-tenant / Customer-managed infra
Data Residency
US, EU, APAC — your region, your control
Compliance
SOC 2 · GDPR · FINRA · SEC Rule 17a-4 ready
ARCH-02 · Public LLM

Fastest deployment, with configurable data controls.

Connect BoardDox to leading public LLM providers with enterprise data agreements. Suitable for firms where speed-to-value is the priority and existing provider agreements cover data handling requirements.

Suitable for teams that need rapid deployment and have reviewed their provider's enterprise data processing agreements. Data handling is governed by your provider contract.

GPT-4o / Claude 3.5 Enterprise DPA Fastest Time-to-Value Provider SLAs
Technical Specifications
Models
GPT-4o, Claude 3.5 Sonnet, Gemini 1.5 Pro
Deployment
Multi-tenant / Provider-managed / API-based
Data Residency
Provider-dependent — review your enterprise DPA
Compliance
SOC 2 · GDPR (with DPA) · Provider certifications
ARCH-03 · Hybrid Mode

Route sensitive data privately, everything else efficiently.

BoardDox's hybrid mode uses configurable routing rules to keep your most sensitive documents on private infrastructure while routing lower-sensitivity tasks to public models for speed and cost efficiency.

Ideal for firms that want private-first processing for board materials while using public models for general research, formatting, and non-sensitive summarization tasks.

Intelligent Routing Sensitivity Classification Cost Optimized Configurable Rules
Technical Specifications
Models
Private LLM + GPT-4o / Claude 3.5 (configurable)
Deployment
Hybrid / Policy-based routing / Mixed infra
Data Residency
Sensitive data: your region. Other: provider-dependent
Compliance
SOC 2 · GDPR · Configurable per data classification
Private Beta · Application Required

Board intelligence that stays inside your walls.
Designed for firms that can't afford to compromise on governance.

We are accepting a limited number of early access partners from PE firms and family offices. Each review is conducted under NDA.

Schedule a 20-Min Secure Review
SOC 2 TYPE II AES-256 GDPR CCPA