Purpose Built

Create data rooms instantly in Cofolio, and you will never have to send company critical
documents via email ever again. Once core documents have been added to your asset vault,
building a new data room for any reason is as simple as checking off which documents belong
in it, and clicking ‘create’.

Data Rooms

Why Use Data Rooms?

Data rooms eliminate the need to send or share document(s)s any other way. They remain
secure, the third party logs in and retrieves whatever it is you wish to deliver.

With data rooms, you can invite just one or multiple people to view its contents. When a
document is updated in your Asset Vault, it will automatically be updated in your data rooms as
well, meaning you never have to re-send documents again.

Create a Company Account

Create secure Data Rooms for Every type of business need:

The company law firm
The company accounting firm
Investor communications
Potential investors
Partners
Customer and etc

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!”