Private Company Governance Systems
Capital requests, risk review, board preparation, approvals, and decision history.
Book a Demo
Governance workflow highlights
- Capital intake
- Scored
- Risk matrix
- 3×3
- Document controls
- 4 tiers
- Decisions and votes
- Recorded
Capital requests should not live in email chains and spreadsheets.
Privacy exposure grows quietly in the background. Audit trails are retrospective at best. Every department uses a different yardstick — and “we think it's high risk”doesn't survive scrutiny.
- Email-chain decisions
- Shared-drive sprawl
- Inconsistent scoring
- Verbal risk assessments
- Retrospective audit logs
- Quietly growing PII exposure
One workflow for scored requests, risk review, board preparation, and decisions.
Workflow capabilities
Configurable 3×3 Risk Matrix
Probability × consequence scoring set to company policy.
Normalized Capital Scoring
Rate requests on urgency, financial impact, risk reduction, and feasibility.
Board Memo Drafts
Prepare summaries, financial sections, risk notes, and motion text.
Document Processing Controls
Set processing rules by document sensitivity.
Recorded Decision History
Keep events, decisions, votes, and status changes in one history.
Configurable Review Flags
Set review flags, owners, and deadlines.
Scored intake and plotted risk
Use one scoring scale and a configurable 3×3 risk matrix. Your policy sets the final classification and action.
Risk Classification Grid
Company rules| Consequence ↓ Probability → | High | Med | Low |
|---|---|---|---|
| High | CriticalRC1 | HighRC2 | MediumRC3 |
| Med | HighRC2 | MediumRC3Pool pump and filtration example | LowRC4 |
| Low | MediumRC3 | LowRC4 | LowRC4 |
Capital Requests · Q4
shared scoring scaleThree capital requests reviewed and voted in a single sitting — not distributed across multiple agendas.
Document processing follows company policy
Set a processing rule for each sensitivity tier. Keep restricted documents off.
Validate access, hosting, retention, and legal requirements before deployment.
Controlled and reviewable
Document-Level Controls
Faster Decisions
Defensible Records
Less Manual Assembly
One subscription.
A shared governance workflow configured for board and committee roles.
- Scored capital intake
- Configurable 3×3 risk matrix
- Board memo drafts
- Document-level processing controls
- Recorded decision history
- Configurable review-flag library
- Decision & vote ledger
- Board and committee seat access
Set your roles, approvals, and controls.
Define committee structures, motion templates, scoring weights, review flags, and privacy classifications.
Schedule a private governance review.
Review one request, one approval path, and your document controls.