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Board Mandate

Strategic priorities

Scale with discipline
Enter new markets
Technology transformation

Board needs

Public company experience
Audit committee
Global expansion

Candidate Slate

Portrait of Andrea Morgan

Andrea Morgan

Independent Director
Public Company CFO
Audit Committee

Portrait of Michael Chen

Michael Chen

Operating Partner
Scale Operator
Global Markets

Portrait of Priya Shah

Priya Shah

Former CEO
Technology Leader
Transformation

Fit Rationale

Mandate alignment

Deep public company and audit committee experience.

Strategic impact

Proven in scaling businesses and entering new markets.

Leadership fit

Strong governance judgment and independent perspective.

Recommended conversation

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before search begins

Define governance needs, committee priorities, growth context, and board composition in one guided workspace.

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Board Mandate

Create a focused brief that aligns the right leaders to your board.

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Governance Priorities

✓Strengthen audit oversight
✓Enhance risk management
✓Advance technology strategy
✓Support international expansion
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Committee Needs

Audit CommitteeAdd financial reporting depth
Compensation CommitteeExperience in incentive design
Nominating & GovernanceRefresh succession perspective
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Company Stage

Growth – ScalingExpanding markets and operations
HeadquartersAustin, Texas
IndustryEnterprise Software
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Strategic Context

Our next phase focuses on scaling internationally, strengthening controls, and accelerating product-led growth while maintaining operational discipline.

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Candidate Criteria

Public company experience Global markets Financial expertise Risk oversight Technology leadership M&A experience Independent thinker
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Outreach Tone

Professional, discreet, and purpose-led. Emphasize impact, governance contribution, and long-term value.

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Mandate Snapshot

A concise brief will be shared with qualified executives during outreach.

Focus Areas4 priorities
3 committee needs
Key Criteria7 must-have
3 nice-to-have
ToneProfessional
Discreet

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context, not guesswork

boardsi helps teams compare leadership experience, committee fit, governance history, and search readiness.

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Candidate Slate

Board-ready executives matching your mandate

Candidate
Primary Strengths
Committee Fit
Experience Highlights
Priya Raman
Priya Raman Former CFO Global Industrial Co.
Finance & Risk Public company finance Capital allocation Enterprise risk
Audit Committee Finance Committee Risk Committee
20+ years in industrials US / Europe / Asia IPO and M&A execution
Marcus Ellison
Marcus Ellison Former COO NYSE Technology Co.
Operations & Scale Operational excellence Digital transformation SaaS model scale
Compensation Committee Nominating Committee Strategy Committee
Scaled org 3x Global go-to-market Board operator
Elena Fischer
Elena Fischer Former CEO Midcap Healthcare Co.
Strategy & Growth Healthcare services M&A integration Regulatory leadership
Strategy Committee Quality Committee Nominating Committee
15+ years in healthcare Cross-border M&A ESG governance leader
View full slate

Fit Rationale

Why Priya Raman aligns to your mandate

Public company finance depth

Led FP&A, investor relations, and capital structure in complex environments.

Risk oversight experience

Audit committee chair with enterprise risk and internal controls background.

International growth context

Operated across North America, Europe, and Asia with cross-border M&A.

Clear board narrative

Articulates value creation story and governance philosophy with clarity.

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Board Needs Summary

Reference: Industrial Tech Co.

Committees

  • Audit Committee Chair
  • Finance Committee
  • Nominating Committee

Strategic Priorities

  • Capital discipline
  • Operational resilience
  • International expansion

Leadership Context

Seeking a financially sophisticated director with public company experience and global growth leadership.

Outreach Readiness

How to engage

Messaging Tone

Direct, professional, value-focused

Best Entry Points

Governance experience, capital allocation, risk oversight

Suggested Conversation

Share mandate priorities and committee expectations

We are forming an audit committee with a focus on financial rigor and risk oversight. Your experience leading finance in global environments aligned with our priorities.

From mandate to appointment, stay aligned

boardsi keeps stakeholders, criteria, outreach, and candidate context connected through the full search.

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MandateCommittee need
SlateCandidate context
ReviewStakeholder review
OutreachConversation brief
AppointmentBoard approval

Board search brief

Audit Committee
Independent Director

Objective

Add deep financial oversight and public company experience to strengthen governance.

Key Criteria
  • Public company audit committee experience
  • Financial literacy and risk oversight
  • Independence and time availability
  • Relevant industry context
StakeholdersCEO, Chair, Governance Chair

Candidate slate

Jordan Blake portrait

Jordan Blake

Independent Director

Audit Committee Chair

Public Company · Industrials

Priya Raman portrait

Priya Raman

CFO / Board Advisor

Audit Committee

Public Company · SaaS

Michael Chen portrait

Michael Chen

Independent Director

Audit Committee

Public Company · Financials

View full slate

Fit rationale

Mandate alignment

Strong alignment to audit committee needs and governance priorities.

Experience match

Deep financial oversight in public company environments.

Leadership context

Credible board presence with relevant industry exposure.

Considerations

Confirm current time availability and committee load.

RecommendationRecommend conversation
New outreach− l ×
ToPriya Raman
Subjectboardsi – Audit Committee Opportunity

Hi Priya,

Your background in financial leadership and public company governance aligns closely with an upcoming audit committee opportunity.

We would value a confidential conversation to share more context.

Best regards,
boardsi Executive Search

Appointment Packet

Candidate

Priya Raman

Role

Audit Committee
Independent Director

Next Steps

Board approval and
onboarding plan

Chair of the Board
Executive
Search & Advisory

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shortlist easier
to defend

Every recommendation carries mandate context, search memory, and clear rationale for stakeholder review.

Board Search Intelligence

Mandate Alignment

Assesses how well candidates meet the board's strategic mandate and oversight priorities.

Strong governance fit

Candidate Context

Highlights career context, board experience, and leadership impact.

Needs compensation
context

Stakeholder Notes

Captures early input and perspectives from key stakeholders.

Ready for
chair review

Outreach Readiness

Evaluates engagement approach, interest signals, and timing.

Follow-up
recommended

Interview Focus

Key topics and areas of inquiry tailored to the mandate.

Focus on risk, strategy,
and M&A oversight

Appointment Next Actions

Advisory guidance on reference, diligence, and onboarding.

Follow-up
recommended
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Mandate

Board Mandate Brief

Company context

Priorities

Committee needs

Leadership criteria

Desired experience

Candidate Slate

Patricia Gomez Independent Director Audit Committee
Public Company CEO
James Whitaker Independent Director Technology & Risk
SaaS Scale-up CEO
Elaine Park Independent Director Compensation Committee
Consumer Growth Leader

Search Report