Keep Your Cap Table Up To Date and In the Right Place

Managing your company core data and documents properly is essential, and increases the value of your organization. Maintaining an accurate Cap Table is equally essential. Putting it all together in Cofolio is the best way to ensure that organization and efficiency remains optimal.

Tasks

Why Manage You Cap Table?

Coflio helps you keep each cap table transaction up-to-date, allowing the recording of all transaction types and involved parties. A healthy Cap Table illustrates your business’ potential for growth, and managing it properly is essential for voting and long term company success.

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Using separate solutions simply does not make sense, when all your Cap Table and Core Documents and Data can be stored and managed in one place. Plus, Cofolio gives you the ability to share information with all types of constituents, from investors to your management team, business partners and vendors. Cofolio is purpose build for entrepreneurs, by entrepreneurs.

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!”