BoardSnap for private equity teams.

Why private equity teams pick BoardSnap

Private equity work is structured by design: thesis-driven deal sourcing, rigorous due diligence, disciplined 100-day plans, operational value creation, and exit execution. Each stage generates substantial whiteboard output — the commercial due diligence framework, the management team assessment matrix, the operational improvement priority map, the exit timing decision tree. That analytical work needs to be captured with precision.

BoardSnap turns PE whiteboard sessions into written analytical artifacts. Snap the diligence workstream map, the value creation hypothesis, the management team calibration notes. BoardSnap AI reads the structured content — the analytical frameworks, the risk/opportunity assessments, the decision trees — and returns a written summary that becomes the deal team's shared reference document.

For PE firms running multiple deals and portfolio companies simultaneously, Projects provide the essential organizational layer. Active deal diligence, portfolio company operational reviews, and exit planning each get their own isolated project — with separate board histories, pinned investment theses, and brand context.

Privacy & data handling

VisionKit perspective correction runs on-device with no external data transfer. AI summarization sends content to BoardSnap's API over TLS. For boards containing MNPI, deal-confidential financial data, or CDA-protected information, apply the same data security judgment you would to any cloud productivity tool. Many analytical frameworks and operational improvement sessions don't involve deal-sensitive data at the whiteboard level — for those, BoardSnap operates without restriction.