The numbers behind the board deck.
QuorumView publishes governed, interactive dashboards as of each period, alongside the deck your board already knows. Management controls the release. Directors explore the approved data. Nothing travels by email attachment.
Point-in-time by design. There is no live feed here, deliberately.
The deck stays.
Your board deck remains the narrative and the formal record. QuorumView is the layer beneath it, where directors go when they want to look one level deeper into the numbers a slide summarizes.
What it removes
Three costs every board already pays.
The deck can only carry so much. Everything it can't carry becomes appendix slides, follow-up email, and forwarded spreadsheets. QuorumView retires all three.
Appendix-slide bloat
Each quarter the deck swells with slides built to anticipate director questions. With the supporting data one click beneath the summary slide, those slides stop being written at all.
The follow-up cycle
A question the deck can't answer becomes three weeks of correspondence. Directors answer their own questions inside the approved data, in the room, during the meeting.
Period-over-period rework
The analytical layer keeps the same structure every period, so trends stay comparable and only the story slides change. Assembly time goes to the narrative, not the numbers.
The governed layer
Board data stops traveling by attachment.
Today the workaround for a deck's limits is email: spreadsheets and screenshots, outside any access control, unrecoverable once sent. QuorumView replaces that channel with one management governs.
Publish when you decide
Each period moves through draft, preview, and publish. Nothing reaches the board until management releases it.
Granted by role, per group
Directors, observers, and advisors each see what their role permits. Access arrives by secure link, with no passwords to manage.
Departures handled in seconds
When a director leaves the board, their access ends with one action. An emailed spreadsheet can never be recalled; this can.
Fixed as of the period
Every publication is a dated snapshot the minutes can reference and diligence can rely on. Periods accumulate; history stays intact.
Figures that shift between the Tuesday read-ahead and the Thursday meeting serve no board. QuorumView shows the period as management published it, which is exactly what a fiduciary record requires.
How a period ships
From first design to boardroom in five steps.
Step one is a person, not a template. A KPI expert designs your dashboards with you; the platform carries them from close to boardroom every period after.
Design with a KPI expert
Before anything ships, a KPI expert works with your team to build compelling, high-value dashboards around your business — the measures that matter, made to hold a board's attention.
Upload the period
After close, your team loads the period's data. Prior periods stay in place; the new one joins the history.
Review in draft
Management previews every dashboard exactly as the board will see it. Nothing is visible outside the team yet.
Publish to the board
One action releases the period to permissioned groups, stamped as of its date.
The board explores
Directors open their secure link and work through the approved data at whatever depth the question requires.
Board packets, supporting documents, and read-ahead materials ride the same governed channel, published and permissioned alongside the dashboards.
For private equity
One portal into every boardroom you sit in.
A partner covering eight portfolio companies receives eight formats, eight cadences, and eight follow-up cycles. QuorumView gives the firm a single portal into the meaningful dashboards of every participating company — each set designed for its own business, all behind one door — while each CEO keeps control of their own company's disclosure.
- The partnerOpens one portal and finds every participating company's meaningful dashboards — designed for each business, gathered in one place.
- The CEOPublishes on their own authority. The firm sees what the company releases, nothing more.
- The recordEvery period, every company, dated and citable when diligence or an exit process comes calling.
Drawing the lines
Three things QuorumView is not.
Not a replacement for the deck
The board deck remains the narrative and the formal record. QuorumView carries the data the deck summarizes.
Not a board portal
No voting, minutes, or meeting workflow. Portals such as Diligent and OnBoard manage the documents of governance; QuorumView delivers the numbers.
Not a self-serve BI tool
You don't build dashboards alone. A KPI expert designs them with you; the platform is the governed layer that publishes them to your board, period after period.
Request a demo
See a period publish, end to end.
Twenty minutes: how an expert-designed dashboard set moves from close to boardroom — upload, draft review, publication, and the board's view. Bring last quarter's numbers if you want to talk through what a KPI expert would build for you.