BoardBrain
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The Dashboard

One subscription. One company. Read entirely, every day.

You name the company — typically your own. BoardBrain reads it and its entire peer set, then delivers a private dashboard built around the only hierarchy a boardroom needs: the three questions that matter, the evidence behind them, and everything else behind that. No access required, no data room, no IT project.

01 — Day one

The depth of the company, in one sitting.

Twenty minutes before the meeting, a director commands what an analyst team would need weeks to assemble: where value is trapped, what holds it in place, what would release it — and the few questions that cannot be hedged.

01

The thesis & trapped value

Where the gap between value and price sits, quantified — quick wins and structural moves, with the supporting and contradicting evidence side by side.

02

The questions

For the CEO and CFO, ranked by leverage on the share price. Written to force a real answer.

03

The activist letter

The case the most-likely activist would make on this company — so the board reads it before anyone sends it.

04

The promise tracker

Every management commitment, met / delayed / abandoned. The story against the record, scored over time.

05

The financial X-ray & governance lens

Returns against cost of capital, capital allocation, incentives and oversight — read against the standards a careful owner would apply.

 BOARDBRAIN · DIRECTOR FILE
TOP QUESTION FOR THE CEO · RANKED BY LEVERAGE
“You have promised a step-change in returns by 2027. What is the hard date, and the minimum return, at which the option becomes a commitment?”
SOURCE-TRACED
RED-TEAMED
DAILY
BELOW IT: THE THESIS · THE VALUE BRIDGE · THE LEVERS · THE TRACKER

Representation of a director file. Wording illustrative; in product, every line is traced to a source.

02 — Every day

It replaces the director’s news feed with an interpreted one.

Every filing, transcript, peer result and news item, read through the company’s value-creation thesis — usually the same day. Not generic headlines: what each item means for valuation, strategy and activist risk, and the question the board should ask next.

And it answers back. Ask anything — strategy, governance, peers, scenarios — and the answer arrives in seconds, with the filing line or transcript page cited. The dashboard already did the reading, on a Tuesday, not just on board day.

 BOARDBRAIN · DAILY BRIEF
THIS MORNING · 3 ITEMS THAT TOUCH THE THESIS
Closest peer discloses segment-level returns for the first time.
SO WHAT — the disclosure gap your company defends just became harder to defend. Ask: what would we lose by matching it?
Sell-side initiation, underweight, thesis: capital allocation.
SO WHAT — third note this quarter on the same lever. The market is converging on one question.
13F filings: a fund known for engagement built a position.
SO WHAT — matched against two hundred campaign patterns: watch, not alarm. Threshold and triggers inside.

Representation of the daily brief. Items illustrative.

03 — On request

The deep brief: consulting-grade depth, on demand.

On request, the dashboard produces a full strategic brief on a single business unit: definition, performance, a competitor-by-competitor teardown of where each rival is strong and weak, attack vectors, and a quantified path from current to best-in-class economics — every initiative specific and benchmarked to the sector.

Work of that depth has typically cost hundreds of thousands of dollars and taken a team several weeks. The dashboard produces it immediately — and for a five-business-unit company, it produces five.

~30pages
a full strategic brief per business unit — teardown, attack vectors, and the quantified path to best-in-class.
Per business unit, on request
weeks → now
what a consulting team delivers in several weeks, produced immediately from the same evidence base.
The economics of pre-reading everything
04 — Outside-in today. Inside-out next.

Stage one — today

Entirely outside-in. BoardBrain reads everything the market can see, independently of the company. Nothing confidential is required, and no access needs to be granted. This is the dashboard described on this page.

Stage two — with your documents

Once a board or management team securely uploads internal material — board packs, investor decks, capital-markets-day drafts — the dashboard answers a different set of questions: does the pack answer what the board should ask? Does the CMD deck land on what matters, and what should be fixed before it is presented? What is missing from what a director was given — and how to raise it constructively?

This stage demands the highest data-security standard; BoardBrain is moving to SOC 2 to support it.

The result is a richer board discussion, because everyone works from the same transparent facts on the table.

Twenty minutes before your next meeting is enough time.

Name a company you know intimately. The file is built before we call.

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