BoardmateAI Needs Beta Testers!

Dear Halyard Community,

First, let me start with an apology. It’s been a while since I’ve written to you, and I want to thank you for your patience. The past few months have been a whirlwind as I’ve been fully focused on a project that’s close to my heart: BoardmateAI.

Today, I’m thrilled to announce that BoardmateAI is ready for beta testing! ??

For those of you hearing about it for the first time, BoardmateAI is an AI-powered platform designed to help businesses streamline operations, make smarter decisions, and save time. This is a major milestone, and your feedback will be instrumental in shaping its future.

Here’s how you can get involved:

• Visit boardmateai.com
• Click on the Beta Tester - Basic and/or Beta Tester - Premium links in the top navigation.
• Follow the instructions to start testing.

I’m especially looking for feedback on functionality—what works, what doesn’t, and how it can better serve users. Don’t worry about design feedback at this stage; I know there’s still a lot of work to be done on the visual aspects.

For those of you who have a background in finance or experience working with financial data, I’d love your insights on the financial tools within BoardmateAI. The platform generates data that supports decision-making, and I want to ensure that it meets the needs of those who rely on precise, actionable financial insights. Your expertise can help refine these features to ensure they deliver real value.

Beta testing is no small ask, and I deeply appreciate anyone who can take the time to explore the tool and share their insights. Your input will have a direct impact on making BoardmateAI as impactful as possible.

Thank you for your continued support—it means the world to me. I’m excited to keep you updated more regularly as we take the next steps in this journey.

Warm regards,

Jonathan Goodman