Cofolio is the first Data Room application focused on early stage business growth. It’s designed to provide entrepreneurs and their teams with utility to organize and store mission critical documents and data, and then securely and efficiently disseminate that information to appropriate parties.
Growing a company is difficult enough, without all the headaches that are associated with tax reporting, fundraising, banking and investor communications.
Consider this: there are over 100 unique data and document requirements in a typical due diligence request list. For even the most organized entrepreneur, this amounts to days of work for each request. Cofolio is the answer to this challenge, and others.
Cofolio is designed to help you manage and organize your company data and documents from day 1.
Follow the prompts, to track your information assets and add documents.
Need a contract signed, Cofolio comes with electronic document signature capabilities built in. Best of all, once a document is electronically signed you can file it in your data room asset vault for safe keeping, and the Cofolio system notifies you.
Rely on a team? Provide access by department and assign tasks for efficient company management.
With Cofolio’s task manager, you can assign and automate the storage of monthly P&L’s, Balance Sheets and other critical reports.
Automate Investor Communications. Consistency is key with investor relations. Choose what type of information/documents to share, and Cofolio will automatically keep investors up to date.
Click the link for your free 15 day trial and see why other entrepreneurs love Cofolio!
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