Leverage the Power of ’Team’

Cofolio is unique in that it automatically enables the assignment of tasks to team members, making the creation of your company asset vault a team exercise. As example, your CFO gets a monthly reminder to add the company P&L statement, while your CMO is required to add a KPI tracking report. Whatever documents and data are important to your business are tracked and managed in Cofolio.

Tasks

Why Tasks?

Cofolio Tasks set reminders automatically when your asset types are created – meaning they are in place from day one and prompt team members at the right time to add updated information to the system. Cofolio takes the busy out of busy work, saving you and your team valuable time and money needed to build your business.

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The Cofolio Asset Vault is purpose built for core company documents and data storage, and Tasks help you maintain the latest versions without the hassle of having to remind people each month. The system does the ‘busy’ work so you don’t have to.

Increase Value

The more organized a company is, the more value it represents to potential investors and buyers

Collaborate

Cofolio helps engage your key stakeholders on a consistent basis

Secure

Prioritized to thwart cyber threats, and keep your company moving forward

Testimonials

Entrepreneurs are weighing in on Cofolio

“Having all our essential documents and data in one place and being able to create data rooms instantly has been a game changer. My whole leadership team is involved in an organized and efficient way, saving us time and hassles. Thank you Cofolio!”