---
title: Surfboard Reviews
meta_title: 'Surfboard Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Surfboard works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 9
  scale: '5'
date_modified: '2026-06-17'
parent_category:
  name: Collaboration & Productivity
  url: https://www.g2.com/categories/collaboration-productivity
---

# Surfboard Reviews
**Vendor:** Surfboard  
**Category:** [Board Management Software](https://www.g2.com/categories/board-management)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 9
## About Surfboard
Managing your board can be a lot of work, and we&#39;ve been in your shoes. Lots of effort to prepare for, too much to keep track of, and not enough payoff. Surfboard is the easiest way to work with your board. Surfboard is an AI-powered board management platform that automates workflows and eliminates manual tasks, making it easier to manage all board-related activities and increase engagement with your board members to drive better engagements and results.



## Surfboard Pros & Cons
**What users like:**

- Users value the **flexibility in agenda management** , enabling easy shift changes and seamless meeting integration with other platforms. (1 reviews)
- Users value the **ease of use** of Surfboard, finding navigation and staff visibility straightforward and efficient. (1 reviews)
- Users value the **flexibility in meeting management** , allowing seamless integration and scheduling across various platforms. (1 reviews)
- Users value the **navigation ease** of Surfboard, finding it simple to locate employees and their shifts. (1 reviews)

**What users dislike:**

- Users express frustration with the **slow customer support** , which hampers their overall experience with Surfboard. (1 reviews)
- Users report experiencing **technical issues** with unexpected shift amendments, leading to confusion and disrupted schedules. (1 reviews)

## Surfboard Reviews
  ### 1. Easy to track employees in favour of productivity

**Rating:** 4.5/5.0 stars

**Reviewed by:** Katie B. | Retentions, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 08, 2024

**What do you like best about Surfboard?**

I like the ease of use and the visibility of staff on there. It is easy to navigate in terms of locating employees and their shifts.

**What do you dislike about Surfboard?**

The customer support side can be a bit slow to respond.

**What problems is Surfboard solving and how is that benefiting you?**

Surfboard allows me to schedule my teams activities throughout the day and understand cover needed.

  ### 2. My SB review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joe S. | Training & Quality manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 12, 2024

**What do you like best about Surfboard?**

The flexibility around changing shift patterns, daily activities etc. Its also handy to have the block@ email address to invite people to meetings in other platforms but also have this reflected in SB

**What do you dislike about Surfboard?**

Sometimes shifts are ameneded/removed without my knowledge which seems like a little glitch

**What problems is Surfboard solving and how is that benefiting you?**

Providing agents their daily activities which mirror our forecasts

  ### 3. The platform of choice for board management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 27, 2023

**What do you like best about Surfboard?**

Having a dedicated tool, optimized for a bespoke use case, is tough to top. Part of my ritual for board preparation – as a creator or consumer –  is to snap into focus in Surfboard. It always helps with consistency, clarity, and repeatability. Having a host of companies within our studio using the platform leads to cross-pollination which makes all of our meetings that much better.

**What do you dislike about Surfboard?**

I suppose this is less about Surfboard and more about me, but I know I've yet to reach the full potential that Surfboard offers and I'm looking forward to putting in a little effort to do just that.

**What problems is Surfboard solving and how is that benefiting you?**

I rely on Surfboard to help manage board meetings, structure meetings, provide a centralized repository for materials, and to have engagement around those materials.

  ### 4. Great for board management and engagement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brett S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Surfboard?**

Purpose-built software for board management and engagement. It is great to have one centralized place for all board-related materials. It keeps us more organized than before and has increased engagement from the board via agenda setting with pre-read/watch for meetings and acts as a forum for asynchronous discussions.

**What do you dislike about Surfboard?**

Adding sorting and filtering capabilities in the data room would be a nice-to-have.

**What problems is Surfboard solving and how is that benefiting you?**

Organization, board meeting management, board engagement

  ### 5. Our investors, board, and advisors, wish all their start-ups used Surfboard!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Trevor G. | Founder and CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 19, 2023

**What do you like best about Surfboard?**

- Surfboard is the company's internal blog. We post every week. We post monthly for financials. And we post quarterly financial statements and an in-depth review of the quarter. Every time I hop on a call with the board, an investor, or an advisor, we don't waste any time with an update because they are already in the loop. Saves us so much time!
- The Surfboard team is super responsive if anything is buggy (which can be expected from a rapidly growing tech company), and they get it fixed immediately or in the next sprint

**What do you dislike about Surfboard?**

Sometimes our Surfboard invites go to folk's spam folders. This can be difficult with our CVCs because the firm may block the link. 99/100, we can get approval from IT, and everything works out fine - just a bit of extra leg work to get the investor on the platform.

**What problems is Surfboard solving and how is that benefiting you?**

When we get to the board meeting, we can spend less time on the more 'administration topics' because folks are well informed, leaving us more time to focus on the mission-critical topics.

  ### 6. Ideal central hub for board meetings

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lisa S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 21, 2023

**What do you like best about Surfboard?**

I enjoying having a place that houses all of the board meeting materials, agenda items, meeting links and history. I also really enjoy the AI assistant in helping to craft clear messaging.

**What do you dislike about Surfboard?**

I think the filing system could better mirror the filing experience on my dropbox/computer.

**What problems is Surfboard solving and how is that benefiting you?**

It keeps a remote and widely dispursed group organized and on tasks leading up to and during board meetings.

  ### 7. The must-have platform for every founder!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Oana M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 14, 2023

**What do you like best about Surfboard?**

Surfboard is so great, it helps me manage my board meetings with ease, from preparation and presentation (no more slides!) to follow-up action items. It makes it easy to activate my investors & advisors network, keep up with the action items and celebrate wins through updates & announcements. Also, the new AI integration makes prepping for board meetings so much faster!

**What do you dislike about Surfboard?**

Nothing really, the Surfboard team is building features in record time and if there is something unclear, the support is amazing!

**What problems is Surfboard solving and how is that benefiting you?**

Managing the board meetings can be time-consuming and by not effectively activating the investors, we could be missing opportunities. Surfboard makes everything easy and transparent.

  ### 8. A great platform to manage startup board & investor engagement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 06, 2023

**What do you like best about Surfboard?**

1. Easy to share board meeting materials before the meeting, so we can focus on strategic discussion during the meeting.
2. Easy to share frequent updates with board & investors in between meetings.
3. Easy to ask for help and follow up with board members & investors for the requests.

**What do you dislike about Surfboard?**

I still need to be self-desciplined to write updates and board meeting materials, which takes time and effort as I constantly juggle other priorities as a founder.

**What problems is Surfboard solving and how is that benefiting you?**

Preparing board meeting materials and monthly updates in various places such as Google doc and email. Instead, I can centralize all my meeting materials and updates in Surfboard, and avoid making a deck. 

It also makes it easy for me to follow up on action items and continued discussions of strategic topics with board members, and for me to make requests / ask for help whenever I need them.

  ### 9. Terrific product for board management and board engagement

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gary B. | Board Member, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 27, 2023

**What do you like best about Surfboard?**

I'm a board member of multiple companies that use Surfboard. I love going to one place and having all of my board content available for me, I love frequent updates and engagements with my entrepreneurs and I love that the product spurs more conversations.

**What do you dislike about Surfboard?**

I haven't encountered a real downside on my end.  I imagine there's some work for the team to bring insights to light in the platform, but then again, with integrations and leveraging AI, it should actually be easier than doing it any other way.

**What problems is Surfboard solving and how is that benefiting you?**

Surfboard makes it easier to stay up to date on what's happening with my companies. It's a one stop shop for all of the content and updates so I always know where to look. And it helps me stay more engaged with my entrepreneurs.



- [View Surfboard pricing details and edition comparison](https://www.g2.com/products/surfboard-surfboard/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-18+14%3A46%3A36+-0500&secure%5Bsession_id%5D=fae3fe26-d062-477a-b7fe-0f1c88becd5c&secure%5Btoken%5D=531794e153943488efdf4088b15577e269ca49d833e79f2d500829ea3636aa56&format=llm_user)

## Surfboard Features
**Meeting Management**
- Scheduling
- Agenda builder
- Meeting Minutes
- Document Management
- Voting
- Polls and Questionnaires
- Task Manager

**Board Tools**
- E-Signatures
- Permissioning
- Annotations and Notes
- Video Conferencing Integration
- Meeting Archives
- Single Sign On (SSO)
- Skills Tracking
- Board Assessments
- Roles & Terms
- D&O Questionnaires
- Storage & File Sharing Integration
- Email Integration
- E-Signature Integration

**Generative AI - Board Management**
- AI Text Summarization

**Agentic AI - Board Management**
- Autonomous Task Execution
- Cross-system Integration
- Natural Language Interaction

## Top Surfboard Alternatives
  - [OnBoard Board Management Software](https://www.g2.com/products/onboard-board-management-software/reviews) - 4.7/5.0 (653 reviews)
  - [Diligent Boards](https://www.g2.com/products/diligent-boards/reviews) - 4.5/5.0 (496 reviews)
  - [Decisions AI](https://www.g2.com/products/decisions-ai/reviews) - 4.4/5.0 (398 reviews)

