Sherpany
Sherpany is meeting management software for boards and executive teams, bringing preparation, meetings, and follow-up into one process.
What Sherpany is
Sherpany is meeting management software for boards and executive teams, bringing preparation, meetings, and follow-up into one process. Users can build agendas from customizable templates, set goals and timings, gather materials, and track decisions and actions. Documents are centralized for online and offline access. Participants can vote on digital circular resolutions without meeting physically, and designated signers can sign approved minutes electronically. The platform also supports agenda-based minutes, calls, and calendar invitations, and integrates with Microsoft Teams, Microsoft 365, Outlook, and Office. Sherpany is available on Android, iOS, web, and Windows. Deployment is offered as SaaS or hybrid cloud; the latter supports on-premise data storage, disaster recovery, and backups. Sherpany lists AES 256 and SSL-TLS 256 encryption, Swiss-based geo-redundant data centres, and guaranteed availability of 99.9%. Its stated credentials include ISO/IEC 27001, ISAE 3000 Type II, and FINMA 18/3, alongside GDPR compliance. Pricing is on request, and a free trial is available, but there is no free plan.
Good
- Covers preparation, meetings, and follow-up
- Documents are available online and offline
- Supports digital circular-resolution voting
- Integrates with Microsoft Teams and Microsoft 365
- Offers SaaS and hybrid cloud deployment
Watch out
- No free plan
- Pricing is available on request
- Participant limit is 20
Who it suits
Sherpany is intended for boards, executive teams, committees, and larger organizations with complex governance needs. It may suit groups that need structured meeting preparation, voting, minutes, and action follow-up.
Verdict
Sherpany brings agendas, documents, decisions, minutes, and actions together for governance meetings. It has a free trial but no free plan, and buyers need to contact sales for pricing.
Plans and prices
From Sherpany's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Board | Priced on request | Up to 20 users in one room · digital meeting process · secure document vault · real-time voting |
| Enterprise | Priced on request | 100+ users · unlimited rooms · integrations · enterprise-grade encryption |
| Executive | Priced on request | 20+ users · up to 5 rooms · meeting preparation, conduct, and follow-up · task tracking |
The facts
Each one read from Sherpany's own pages, with the date it was checked.
What it does
- Agendas
- Users can create agendas from customisable templates, set goals and timings, and collect meeting materials.checked 3 Oct 2026
- Availability
- Sherpany states guaranteed availability of 99.9%.checked 3 Oct 2026
- Certifications and compliance
- The maker lists ISO/IEC 27001, ISAE 3000 Type II, and FINMA 18/3, and states GDPR compliance and that it is unaffected by the US Cloud Act.checked 3 Oct 2026
- Deployment
- Sherpany offers SaaS or hybrid cloud, with the hybrid option supporting on-premise data storage, disaster recovery, and backups.checked 3 Oct 2026
- Document access
- Meeting documents are centralised and available online and offline.checked 3 Oct 2026
- Integrations
- Sherpany names Microsoft Teams, Microsoft 365, Outlook, and Office among its integrations, and says it supports audio and video calls and calendar invitations.checked 3 Oct 2026
- Intended customers
- Sherpany describes its plans for boards, executive teams, committees, and larger organisations with complex governance structures.checked 3 Oct 2026
- Meeting lifecycle
- The platform supports preparation, meetings, and follow-up, including agenda creation, minutes, decisions, and action tracking.checked 3 Oct 2026
- Minutes and signatures
- Sherpany provides agenda-based minutes and lets designated signers sign approved minutes electronically.checked 3 Oct 2026
- Onboarding and support
- The pricing page says self-service onboarding is included, an initial kick-off session is included, and individual onboarding or tailored training are optional paid services.checked 3 Oct 2026
- Pricing
- Pricing depends on the plan, users, rooms, features, and security needs; the maker directs prospective customers to contact sales.checked 3 Oct 2026
- Purpose
- Sherpany is meeting management software for boards and executive teams that centralises agendas, documents, decisions, and actions.checked 3 Oct 2026
- Security
- Sherpany states that it uses AES 256 and SSL-TLS 256 encryption and runs on independent Swiss-based geo-redundant data centres.checked 3 Oct 2026
- Voting
- Digital circular resolutions let participants vote without gathering physically, and the page says these votes are compliant.checked 3 Oct 2026
The company
- Founded
- 2011checked 28 Sep 2026
- Headquarters
- Zurich, Switzerlandchecked 28 Sep 2026
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