Startups & Fundraising template
Board pack
Performance, decisions, risks and pre-read, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Halden Q3 board pack). Explore it and ask its agent anything.
What's inside
The board pack as a room: the agenda, performance against plan, decisions needed, risks and the pre-read, with an agent directors can ask before the meeting. WZRD AI fills these tabs from your material.
Agenda
Board meeting and AgendaPerformance
Against plan and TrendDecisions
Decisions needed and ApprovalsRisks & pre-read
Risk register and Pre-readIts AI agent: Board assistant
Help directors prepare: answer from the pack, summarise sections, list the decisions. Never record votes or give legal advice.
Who it's for
- Made by Accelerator, Founder, CFO and Investor Relations
- For board member, potential acquirer, accelerator mentor and investor
- In Technology, SMB, Startup and Venture Capital
When to use it
- Before outreach: a Accelerator sends it to the board member
- After investor interest: a Founder sends it to the potential acquirer
- During diligence: a CFO sends it to the accelerator mentor
- Before board meeting: a Investor Relations sends it to the investor
- After a major milestone: a Accelerator sends it to the board member
What WZRD needs
- Company website + financials
- Data room docs
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a board pack for Technology before outreach, using my company website + financials.
Questions
What is a board pack in WZRD?
Performance, decisions, risks and pre-read, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Boardroom.
What do I need to make one?
Usually company website + financials and data room docs. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Accelerator, Founder, CFO and Investor Relations, for board member, potential acquirer, accelerator mentor and investor.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a board pack for Technology before outreach, using my company website + financials." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.