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SmartSheet for Meeting Management from SmartSheet
This solution offers collaborative meeting agendas, action items, automation workflows, and real-time updates to keep investment committees aligned and informed.
Product analysis by function
Meeting Management Systems for Investment Committee
Solutions for organizing investment committee meetings, distributing materials securely, recording decisions, and tracking follow-up actions.
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Meeting Scheduling and Management
(0 Yes /0 Known /11 Possible features)
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Automated Scheduling Automatically finds suitable dates and times for meetings based on participants' availability. |
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Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar). |
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Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings). |
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Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency. |
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Agenda Creation Facilitates the creation and editing of meeting agendas. |
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Time Zone Support Handles participants across multiple time zones. |
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RSVP Tracking Tracks attendance confirmations and responses. |
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Participant Cap Maximum number of participants supported per meeting. |
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Invitation Controls Granular control over who can be invited and see meeting details. |
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Reminders and Notifications Automatic reminders and notifications for upcoming meetings. |
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Dedicated Meeting Links Unique video or in-person links for each scheduled meeting. |
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Secure Document Distribution
(0 Yes /0 Known /11 Possible features)
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Encrypted File Storage All documents are stored using encryption both at rest and in transit. |
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Granular Access Controls Set who can view, download, and edit specific documents. |
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Secure Document Sharing Distribute materials with secure links or within a protected portal. |
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Version Control Track changes and revisions to committee documents. |
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Watermarking Add individualized watermarks to distributed documents for security and traceability. |
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Download Restrictions Ability to restrict downloads or printouts of sensitive files. |
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Expiry of Access Set expiration dates for document access. |
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Audit Trails Logging of all document access, downloads, and changes for compliance. |
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Batch Uploads Upload multiple documents at once for meeting preparation. |
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Document Previews Preview documents within the platform without download. |
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Attachment Size Limit Maximum size of attachments/documents supported. |
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Voting and Decision Recording
(0 Yes /0 Known /10 Possible features)
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Digital Voting Real-time or asynchronous voting on proposals and agenda items. |
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Anonymous Voting Maintains anonymity of voters if required for certain decisions. |
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Weighted Voting Supports varied voting weights per committee member. |
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Voting Deadline Set deadlines for vote submission. |
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Decision Logging Automatically records decisions and outcomes for audit. |
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Approval Thresholds Define criteria for majority or super-majority approval. |
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Result Notification Notifies stakeholders of decision outcomes automatically. |
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Commenting on Votes Allows members to annotate their vote selections. |
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Decision Export Export voting records and decisions for offline storage or compliance. |
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Voting Participant Limit Maximum number of active voting participants supported. |
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Action Item Tracking and Follow-Up
(0 Yes /0 Known /9 Possible features)
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Action Item Assignment Assign next steps and responsibilities to individuals or groups. |
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Due Date Tracking Assign and monitor deadlines for action items. |
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Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action. |
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Automated Reminders Send email or in-app reminders as action item deadlines approach. |
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Responsibility Reassignment Allows transfer or reassignment of tasks if needed. |
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Action Item Cap Maximum number of open action items per meeting supported. |
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Completion Reporting Generate reports of outstanding and completed action items. |
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Commenting on Actions Participants can leave comments or updates on actions assigned. |
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Audit Logs for Actions Maintain a log of updates on all action items for compliance. |
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User Roles and Permissions
(0 Yes /0 Known /10 Possible features)
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Role-Based Access Controls Define roles (e.g., chair, member, guest) and their permission sets. |
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Custom User Roles Create organization-specific roles as needed. |
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Temporary Access Grant time-limited access to external guests or observers. |
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Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes. |
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Audit Logs for Permissions Changes Records all changes made to roles and permissions. |
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Permission Cap Maximum number of distinct user roles supported. |
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Single Sign-On (SSO) Integrates with corporate SSO solutions for secure login. |
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Multi-Factor Authentication (MFA) Supports MFA for enhanced login security. |
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User Deactivation/Deletion Admins can revoke access instantly. |
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Privacy Mode Hide certain meeting details from non-privileged participants. |
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Compliance and Auditing
(0 Yes /0 Known /8 Possible features)
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Full Audit Trail Comprehensive activity and access logging for all users. |
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Regulatory Audit Exports Generate audit-ready exports on-demand in standard formats. |
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Meeting Minutes Archiving Permanent storage of meeting minutes, agendas, and resolutions. |
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Retention Policy Management Automate retention and deletion schedules based on internal policies. |
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Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001). |
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e-Signature Support Legally binding electronic signatures for resolutions and approvals. |
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Data Residency Controls Specify geographic location where data is stored for regulatory reasons. |
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Custom Audit Report Generation Create filtered or tailored audit reports. |
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Search and Knowledge Management
(0 Yes /0 Known /7 Possible features)
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Full-Text Search Search all meeting materials, minutes, and decisions. |
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Tagging and Categorization Apply tags or categories to meetings and documents. |
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Meeting Archive Browser Browse archived meetings by year, fund, or theme. |
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Decision Tracking Quickly find past decisions by deal, company, or date. |
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Advanced Filtering Filter records by participants, topics, or vote outcomes. |
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Knowledge Base Integration Link or reference materials in a centralized knowledge base. |
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Attachment Search Search the text within attached documents when possible. |
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Collaboration and Communication
(0 Yes /0 Known /8 Possible features)
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Discussion Threads Dedicated discussion channels for agenda items or proposals. |
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Commenting on Materials Inline or sidebar comments directly on shared documents. |
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Real-Time Chat Instant messaging embedded within the meeting portal. |
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Polls and Surveys Lightweight polls for informal feedback before decisions. |
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Email Notifications Automated email updates for mentions, assignments, or changes. |
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Mentions and Alerts Notify specific members via @mentions or priority alerts. |
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External Guest Messaging Allow communication with invited external guests in a controlled fashion. |
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Live Chat Cap Maximum number of simultaneous chat participants supported. |
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Integrations and Platform Compatibility
(0 Yes /0 Known /8 Possible features)
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Calendar System Integration Sync with leading calendar platforms for seamless scheduling. |
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Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage. |
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CRM Integration Integrate with investment management or CRM platforms. |
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API Access REST or GraphQL APIs for custom integrations. |
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Mobile Application Native apps for iOS and Android for on-the-go access. |
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Web Browser Support Runs on all modern browsers with full functionality. |
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Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings. |
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Integration Cap Maximum number of third-party integrations supported. |
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Reporting and Analytics
(0 Yes /0 Known /8 Possible features)
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Meeting Attendance Reports Generate and export attendance logs over custom periods. |
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Decision Analytics Analytics on votes, participation, and time to decisions. |
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Action Item Completion Metrics Measure percentage and average time to complete follow-ups. |
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Custom Report Builder Build tailored reports for internal or LP needs. |
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Export to Excel/CSV Export all data for advanced external analysis. |
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Dashboard Customization Configure analytics dashboards by user or team. |
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Data Visualization Tools Charts, graphs, and other visual aids for trends and history. |
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Reporting Cap Maximum number of custom reports that can be created and stored. |
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Usability and Support
(0 Yes /0 Known /8 Possible features)
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Intuitive User Interface Modern, easy-to-understand UI for all users. |
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Onboarding Assistance Guided setup or training for efficient adoption. |
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Contextual Help Tooltip, guides, and FAQs available within the interface. |
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24/7 Support Live support available at any time. |
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Multi-Language Support Platform available in multiple languages. |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
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Self-Service Knowledge Base Extensive online documentation and troubleshooting resources. |
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Uptime SLA Service-level agreement on uptime guarantee. |
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