Advice and answers from the Surfboard Team
Getting started
Set up your workspace so you can stay organized, collaborate, and start driving your company forward.
Account and profile
Customize your user profile and set a strong password to keep your Surfboard safe and secure.
Notifications
Make sure you’re always in the loop by managing the notifications you receive for activity in your workspace.
Managing users
Make the most of Surfboard by inviting your team, board members, investors, and advisors to collaborate with you.
Dashboard
Your dashboard keeps track of everything that happens in your workspace, from company objectives and recent activity, to upcoming meetings and pending tasks.
Company updates
Share asynchronous updates with your board and investors to keep your momentum going outside of board meetings.
Meetings
Use Surfboard to schedule meetings, outline agendas, prepare materials and manage RSVPs.
Board approvals
Easily generate and complete board-related approvals—from important votes to meeting minutes—to create a single source of truth for company decisions.
Asks
Leverage your board’s network and expertise to help you get faster access to funding, talent, and customers.
Data room
Your data room allows you to upload, manage, and share files in a single, convenient location.
Sentiments
Collect feedback from your board and investors between quarterly meetings.
Surfboard AI
Use Surfboard AI to write drafts, improve your writing, fix typos, identify action items, and translate posts into other languages.
Integrations
Connect your financials, open positions, and CRM pipeline to automate workflows.
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