Steerco
vs 
OnBoard OnBoard Distributes the Board Book.
Steerco Builds It.
A board portal vs. the AI that generates the deck from your live data.
OnBoard is a strong, well-established board portal — distribution, voting, minutes, director annotations, and a real compliance pedigree. It's the surface where the board reads, votes, and signs. But OnBoard expects the deck to already exist. Steerco is the only platform that builds the entire board book from your live data — on-brand, executive-ready, in minutes instead of days. They are complementary, not competitive: Steerco builds the book, OnBoard distributes and governs it. Most modern leadership teams pair them.
Leadership teams running on Steerco
Steerco vs. OnBoard at a Glance
OnBoard and Steerco both produce presentations. The difference is what goes into them — and who they're built for.
| Feature |
Steerco
| OnBoard |
|---|---|---|
| Core Approach | ||
| Built for | Building the board book from live operating data | Distributing, governing, and voting on the board book |
| Primary user | CEOs, CFOs, Chiefs of Staff — the team building the deck | Corporate secretaries, general counsel, directors |
| Generates board deck from live data | Yes — fully automated from 600+ integrations | No — the deck must already exist before it's uploaded |
| Time to first draft | Under an hour from zero | Not applicable — OnBoard receives a finished deck |
| Board Prep Workflow | ||
| On-brand template output | Your exact template, brand, and voice preserved | Manual — whatever PDF or deck you upload |
| Zero-prompt generation | No prompts — context comes from your data and Team Guidance | Not applicable |
| Director annotations | Not in scope — use OnBoard for annotations | Yes — mature director annotation workflow |
| Voting and resolutions | Not in scope | Yes — native voting and resolutions |
| Minutes and compliance | Not in scope | Yes — minutes, audit trail, compliance workflow |
| AI summarization for directors | Not the focus — Steerco is for builders | Yes — director-side AI summaries |
| Data & Integrations | ||
| CRM connectivity (Salesforce, HubSpot, Pipedrive) | Live — pulled at generation | Not available |
| Finance / billing (Stripe, NetSuite, QBO) | Live — pulled at generation | Not available |
| Product analytics (Amplitude, Mixpanel, PostHog) | Live — pulled at generation | Not available |
| Total integrations | 600+ via HotGlue | Limited — portal-side integrations only |
| Data freshness in the deck | Real-time at generation | Whatever the human pasted in before upload |
| Security & Governance | ||
| SOC 2 Type II | Yes — Strategic & Executive tiers | Yes |
| SSO / SAML | Yes | Yes |
| Role-based access | Yes — standard RBAC | Yes — mature director and committee permissions |
| Audit trail and compliance | Generation logs and access controls | Full board-grade audit trail and compliance |
The Same Output. Completely Different Problems.
Both produce presentations. The question is which problem is actually costing your organization time.
Building the Book vs. Distributing It
01 / 06
Steerco
Builds the entire board book from your live data.
Steerco is the only platform that builds the entire board book from your live operating data — on-brand, executive-ready, in minutes instead of days. The week your CFO and Chief of Staff used to lose to deck assembly turns into an afternoon of focused review.
OnBoard Distributes, governs, and votes on the book.
OnBoard is a mature, well-respected board portal. Directors get a clean reading experience, annotations, voting, and resolutions. Corporate secretaries get minutes and compliance workflow. It's strong at every part of the process — once a finished deck exists.
Live Data vs. Manual Upload
02 / 06
Steerco
Every number live. Every chart current. Pulled at generation.
Steerco connects to 600+ revenue and operating data sources. Salesforce, Stripe, NetSuite, Amplitude, Gong — all flow into the deck automatically. The 'is this current?' question structurally goes away.
OnBoard Whatever PDF gets uploaded — that's the deck.
OnBoard doesn't ingest data from operating systems. The board book that lands in OnBoard is whatever a human assembled, exported, and uploaded. The portal makes that book easy to read and govern — it doesn't change how it got built.
Under an Hour vs. Days of Prep
03 / 06
Steerco
First draft in under an hour.
Steerco compresses the entire upstream prep cycle. Connect data, upload your template, generate. The first draft of the full book lands in under an hour. The Chief of Staff goes from week-long fire drill to focused review.
OnBoard OnBoard starts after the prep ends.
OnBoard's clock starts when the deck is ready to upload. The 2–4 days of pulling numbers, reconciling sources, and drafting the narrative happen entirely outside OnBoard. That's the part Steerco compresses.
Builders vs. Directors
04 / 06
Steerco
Built for the team that builds the book.
Steerco optimizes the experience of the CEO, CFO, and Chief of Staff — the people whose calendars get destroyed every quarter. The optimization is on the build side.
OnBoard Built for the directors and corporate secretary.
OnBoard's surface is the directors' surface. Annotations, voting, minutes, AI summarization for the people reading. That's a real and important problem — it's just a different problem.
Governance and Compliance
05 / 06
Steerco
Operating-data security and access controls.
Steerco is SOC 2 Type II, SSO/SAML, RBAC, encryption in transit and at rest, and zero model training on customer data. Strong for the upstream data — but not a replacement for a board governance portal.
OnBoard Long-standing board governance pedigree.
OnBoard has spent years building trust with corporate secretaries, general counsel, and directors. Audit trail, compliance workflow, voting records, minutes — the governance layer is mature. If you need that, OnBoard is the right tool for that layer.
Use Both — Build with Steerco, Govern with OnBoard
06 / 06
Steerco
Steerco generates the book. OnBoard distributes and governs it.
These are not competitive. Steerco builds the deck from your live data. OnBoard takes that deck and runs the governance layer — distribution, voting, minutes, compliance. Most modern leadership teams will end up using both.
OnBoard OnBoard plus Steerco is the complete board prep stack.
Build with Steerco, distribute and govern with OnBoard. The CEO and Chief of Staff get their week back, and the corporate secretary keeps the governance workflow they trust.
Where OnBoard Ends and Steerco Begins
OnBoard is a strong governance portal. Here's what it doesn't fix.
The Deck Must Already Exist
OnBoard's clock starts when a finished deck is uploaded. The week of upstream prep happens outside the portal.
No Live Data Integrations
OnBoard doesn't pull from Salesforce, Stripe, NetSuite, or Amplitude. Every number in the uploaded deck was manually entered.
Built for Directors, Not Builders
OnBoard optimizes the reading and voting experience. The CEO and Chief of Staff who build the book get nothing from the portal layer.
No Template-Based Generation
OnBoard distributes whatever gets uploaded. Steerco generates a polished deck inside your existing template before anything reaches the portal.
The Quarterly Prep Scramble
Pulling numbers, reconciling sources, drafting the narrative — OnBoard doesn't touch any of it. Steerco compresses it to under an hour.
What Happens When the Book Builds Itself
From leadership teams who reclaimed the week before every board meeting.
"We kept our portal. We just stopped spending a week building the deck that goes into it. Steerco gave us the upstream half of board prep that no one had solved."
"Our corporate secretary loves OnBoard. Our CFO loves Steerco. Together they finally make board prep feel like a process instead of a panic."
"Live data in every chart. No more 'as of last month, asterisk'. The board notices."
When to Choose Steerco, OnBoard, or Both
Honest guidance — these tools solve different parts of the same workflow.
The bottleneck is building the deck
If your CEO, CFO, or Chief of Staff loses a week to board prep every quarter, the bottleneck is content assembly. Steerco eliminates it.
You need live data in every chart
If 'is this current?' has ever been asked in your boardroom, you need live integrations. Steerco pulls from 600+ sources at generation time.
You don't need full governance workflow yet
If you're a growth-stage private and email/PDF is fine for distribution, Steerco may be all you need. Add a portal later.
You need voting, minutes, and compliance
If the bottleneck is governance workflow — director voting, minutes, audit trail — OnBoard is purpose-built for that and has the pedigree to back it up.
Director collaboration is the priority
Annotations, AI summarization for directors, role-based committee access — OnBoard's director-side experience is mature.
Build with Steerco, govern with OnBoard
Steerco generates the book from live data. OnBoard distributes, runs voting, captures minutes. Most modern leadership teams will end up here.
Common Questions About Steerco vs. OnBoard
Does Steerco replace OnBoard?
Can I use Steerco and OnBoard together?
Is OnBoard a board book builder?
How long does it take Steerco to generate a board book?
Is Steerco enterprise-grade?
Which is more secure?
Stop Building Slides. Start Building the Narrative.
Steerco builds the entire board book from your live data — on-brand, in minutes. Pair it with OnBoard for governance, voting, and minutes.