AI-powered board reporting and risk screening for PE portfolio companies. Automated board brief generation, KPI synthesis, and governance compliance.
Quarterly board packages are the highest-stakes deliverable a portco operator produces — and most teams spend days assembling them manually. Finance pulls the P&L into one format, operations reports in another, and someone spends a weekend stitching slides together and hoping the numbers reconcile. I built BoardBrief AI to collapse that cycle. Feed it your financial and operational KPIs and it produces a formatted PPTX deck with a built-in Vendor Risk Summary section, ready for sponsor presentation. The design reflects a pattern I observed repeatedly during my time in PE-backed operations: the board package problem is not a data problem, it is an assembly problem. The data exists. What does not exist is a system that consolidates it into a sponsor-ready format without a human acting as the integration layer. Over two to three quarters of use, the tool also surfaces broken data architecture and reporting gaps — problems most operators do not realize they have until a board member asks a question nobody can answer.
Editable spreadsheets (.xlsx), documents (.docx), and slide templates (.pptx), plus a PDF deployment playbook.
All templates are fully editable. Structure and formulas are documented in the deployment playbook so your team can adapt naming, scoring, and thresholds.
30 days of email support directly with the contributor for setup and configuration questions.
Contact AskGallanDigital before purchase with scoping questions — digital delivery is final sale once downloaded.