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Surfboard

By Surfboard

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Surfboard Reviews & Product Details

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Surfboard Media

Surfboard Demo - Dashboard
Your workspace dashboard enables you to quickly review recent activity and prioritize where to focus your time and attention.
Surfboard Demo - Updates
Write your own board updates or use Surfboard AI to automate updates so your board and investors are always in the loop.
Surfboard Demo - Meetings
Use Surfboard to schedule meetings, outline agendas, prepare materials and manage RSVPs.
Surfboard Demo - Board approvals
Create, complete, and save approvals through a convenient, secure workflow.
Surfboard Demo - Esign
Collect esignatures from any member in your workspace (every plan includes unlimited members for free).
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Surfboard Reviews (9)

Reviews

Surfboard Reviews (9)

4.8
9 reviews

Pros & Cons

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Katie B.
KB
Retentions
Mid-Market (51-1000 emp.)
"Easy to track employees in favour of productivity"
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. Review collected by and hosted on G2.com.

What do you dislike about Surfboard?

The customer support side can be a bit slow to respond. Review collected by and hosted on G2.com.

JS
Training & Quality manager
Small-Business (50 or fewer emp.)
"My SB review"
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 Review collected by and hosted on G2.com.

What do you dislike about Surfboard?

Sometimes shifts are ameneded/removed without my knowledge which seems like a little glitch Review collected by and hosted on G2.com.

Chris P.
CP
Small-Business (50 or fewer emp.)
"The platform of choice for board management"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Brett S.
BS
Mid-Market (51-1000 emp.)
"Great for board management and engagement"
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. Review collected by and hosted on G2.com.

What do you dislike about Surfboard?

Adding sorting and filtering capabilities in the data room would be a nice-to-have. Review collected by and hosted on G2.com.

Trevor G.
TG
Founder and CEO
Small-Business (50 or fewer emp.)
"Our investors, board, and advisors, wish all their start-ups used Surfboard!"
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Lisa S.
LS
Mid-Market (51-1000 emp.)
"Ideal central hub for board meetings"
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. Review collected by and hosted on G2.com.

What do you dislike about Surfboard?

I think the filing system could better mirror the filing experience on my dropbox/computer. Review collected by and hosted on G2.com.

Oana M.
OM
Small-Business (50 or fewer emp.)
"The must-have platform for every founder!"
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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Small-Business (50 or fewer emp.)
"A great platform to manage startup board & investor engagement"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Gary B.
GB
Board Member
Small-Business (50 or fewer emp.)
"Terrific product for board management and board engagement"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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