CARIBEquity
📋 How to Use This Tool

Duration: 4:40 | Learn how to prepare effectively for board meetings

  • Select or add the portfolio company for the upcoming board meeting
  • Enter meeting details (date, time, location/format)
  • Work through each checklist section to ensure thorough preparation
  • Add notes and action items in the designated areas
  • Track your progress with the completion bar at the top
  • Download your completed checklist as a PDF for reference
  • Your data is automatically saved in your browser for future meetings
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1. Pre-Meeting Document Review

2. Strategic Analysis & Questions

3. Financial Health Check

4. Team & Operations

5. Governance & Compliance

Meeting Notes & Key Discussion Points

Action Items & Follow-ups

Supported By

Supported by Global Gateway, European Union, ACP, and IDB Lab