SUPPORTING YOUR GROWING PORTFOLIO IS MISSION CRITICAL. WE MAKE IT EASY TO IMPLEMENT and REINFORCE BEST PRACTICES & YOUR PLAYBOOK FROM DAY ONE. AFTER ALL, SUCCESS IS A HABIT BUILT ONE INTERACTION AT A TIME.


Business automation software that lets you conduct all your board business in one place

ACCESS

Take the pulse of all your portfolio boards on one platform, with all key information, communications and metrics at your fingertips. With each company’s dashboard and intelligence scorecards in one place, you have simplified visibility and a chance to identify early warning indicators. Secure, consistent, and available anytime, anywhere.


Process management software that empowers your firm to do its best work

PROCESS

We know you invest where you understand how to improve performance, and our platform supports your best work. We offer granular customization of automated workflows so you can standardize practices across your portfolio from day one. We also build best practices into the platform to ensure board and management team members don’t miss key dates or steps, giving them the time and space they need to focus on what they do best.


An executive dashboard that keeps everyone engaged

OUTCOMES

Reduce risk and eliminate compliance pitfalls that are all too common in young companies learning as they grow. We incorporate relevant lessons from public company practices, right-sizing what works on Wall Street to what’s right for Main Street. Then we combine those insights with built-in best practices, risk management and compliance guidance to ensure everything is running smoothly from day one. Top it off with an elegant system for quantifying & reinforcing board engagement, and you have a recipe for success that stays true to how you do business. 


Discover the Cloud Concinnity® difference today.


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