Steerco
vs 
OnBoard OnBoard Distributes the Board Book.
Steerco Keeps Your Numbers Live.
A board portal vs. the revenue platform whose exec and client pages stay current 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, and whatever gets uploaded is fixed in time. Steerco is a different kind of tool: the revenue platform whose live, branded pages — business reviews, dashboards, renewals — are generated from your connected data and stay current on their own. They are complementary, not competitive: Steerco keeps your numbers live, OnBoard distributes and governs the formal board materials. Most modern leadership teams pair them.
Leadership teams running on Steerco
Steerco vs. OnBoard at a Glance
OnBoard and Steerco both help teams communicate. The difference is defensibility — and who they're built for.
| Feature |
Steerco
| OnBoard |
|---|---|---|
| Core Approach | ||
| Built for | Keeping exec and client pages live on your revenue data | Distributing, governing, and voting on the board book |
| Primary user | Revenue leaders, RevOps, and Chiefs of Staff who need current numbers | Corporate secretaries, general counsel, directors |
| Live pages generated from connected data | Yes — pages build and refresh automatically from 600+ integrations | No — the deck must already exist before it's uploaded |
| Time to live | Live in 7 days on your existing stack | Not applicable — OnBoard receives a finished deck |
| Board Prep Workflow | ||
| On-brand output | Your brand and voice, preserved on every live page | Manual — whatever PDF or deck you upload |
| No manual assembly | Pages regenerate from your data — nothing typed by hand | Not applicable |
| Director annotations | Not in scope — use OnBoard for annotations | Yes — mature director annotation workflow |
| Voting and resolutions | Not in scope — Steerco is a revenue platform | 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 keeps the revenue team's pages live | Yes — director-side AI summaries |
| Data & Integrations | ||
| CRM connectivity (Salesforce, HubSpot, Pipedrive) | Live — pages reflect it in real time | Not available |
| Finance / billing (Stripe, NetSuite, QBO) | Live — pages reflect it in real time | Not available |
| Product analytics (Amplitude, Mixpanel, PostHog) | Live — pages reflect it in real time | Not available |
| Total integrations | 600+ via HotGlue | Limited — portal-side integrations only |
| Data freshness in the pages | Always current — real-time from connected sources | Whatever the human pasted in before upload |
| Security & Governance | ||
| SOC 2 Type II | Yes — company-wide | 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 Goal. Completely Different Approaches.
Both support client communications. The question is which approach gives your organization defensibility and control.
Live Pages vs. Distributing the Book
01 / 06
Steerco
Live, branded pages that stay current on your revenue data.
Steerco is the revenue platform whose exec and client pages — business reviews, dashboards, renewals — are generated from your live operating data and stay current on their own. The week your CFO and Chief of Staff used to lose to reconciling numbers turns into pages that are simply always true.
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 from source.
Steerco connects to 600+ revenue and operating data sources. Salesforce, Stripe, NetSuite, Amplitude, Gong — all flow into your pages automatically. The 'is this current?' question structurally goes away because nothing on the page was typed by a human.
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.
Always Current vs. Days of Prep
03 / 06
Steerco
No prep cycle at all — the pages are already current.
Steerco removes the upstream prep cycle instead of speeding it up. Connect data once, and your pages stay current from then on. The Chief of Staff goes from week-long fire drill to nothing to assemble — the numbers refresh from source every time a page is opened.
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 removes.
Revenue Team vs. Directors
04 / 06
Steerco
Built for the team that runs on the numbers.
Steerco is built for the CEO, CFO, and revenue team — the people who need the numbers in front of clients and execs to be true without a quarterly reconciliation. The optimization is on keeping data live.
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 live operating data behind your pages — 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 — Keep Data Live with Steerco, Govern with OnBoard
06 / 06
Steerco
Steerco keeps the numbers live. OnBoard distributes and governs.
These are not competitive. Steerco keeps your exec and client pages current from live data. OnBoard runs the governance layer on the formal board materials — distribution, voting, minutes, compliance. Most modern leadership teams will end up using both.
OnBoard OnBoard plus Steerco is the complete board prep stack.
Keep your numbers live 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. Steerco's pages pull them live.
Built for Directors, Not the Revenue Team
OnBoard optimizes the reading and voting experience. The CEO and revenue team who need current numbers get nothing from the portal layer. Steerco keeps their pages live.
No Always-Current Pages
OnBoard distributes whatever gets uploaded, fixed in time. Steerco's branded pages refresh from source, so they're never out of date.
The Quarterly Prep Scramble
Pulling numbers, reconciling sources, drafting the narrative — OnBoard doesn't touch any of it. Steerco removes it — the pages are already current.
What Happens When Your Pages Stay Current on Their Own
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 numbers keep going stale
If your team loses a week every quarter reconciling numbers that are out of date by the meeting, the fix is live pages. Steerco keeps every figure current from source.
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 and every page reflects them in real time.
You don't need full governance workflow yet
If you're a growth-stage private and email/PDF is fine for distribution, Steerco's live pages 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.
Keep data live with Steerco, govern with OnBoard
Steerco keeps your pages current 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 fast is Steerco live?
Is Steerco enterprise-grade?
Which is more secure?
Stop Reconciling Numbers. Let Your Pages Stay Current.
Steerco is the revenue platform whose live, branded pages stay current from your data — on-brand, in real time. Pair it with OnBoard for governance, voting, and minutes.