Corii
For foundations & nonprofit boards

Board governance that finally feels easy.

Corii is the calm, connected way to run your board and your policies — starting with BoardBook, with more apps joining the same login as they ship. Built by someone who's sat on your side of the table.

“I end up writing down almost everything, just in case — and then I’m not really in the meeting.”

Your data stays in Canada
Directors never need a log-in
One login for every app
No sales calls required

One login. Many apps.

Start with BoardBook. Add the rest of the Corii suite as your organization grows — every app shares the same login, the same people, and the same calm design.

BoardBook

Live

Board meetings that practically run themselves

Build the agenda, assemble the board book, run the meeting, and capture minutes and motions — all in one place your directors can actually use. Export a clean PDF whenever you want; your records are always yours.

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PolicyHub

Coming soon

Every policy, always up to date

Draft, review, and approve policies with a real workflow and full version history. Link an approved policy straight to the board meeting that ratified it — the differentiator BoardBook alone can't offer.

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ImpactTracker

Coming soon

Your investment pipeline, without the spreadsheet

Track impact investments from first look to close — scoring, risk and return, and due diligence — in one shared pipeline your whole team sees the same way.

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Marketplace

Coming soon

See deals other foundations are ready to share

Publish deals from ImpactTracker and browse what other foundations are sharing across the network — co-investment made easy, on your terms.

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TotalReturn

Coming soon

One number for your whole portfolio

Consolidate ImpactTracker holdings with your traditional manager reporting for one total-portfolio return view — no more stitching spreadsheets together each quarter.

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PlanWise

Custom build

Strategic plan tracking, built around your board

A custom-built strategic plan tracker for your organization, connected to the same login and data as the rest of your Corii apps. Built with our team, not off a shelf.

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Corii keeps track.

One name for everything your board and your team do together — however many Corii apps your organization uses.

Duplicate last quarter's board meeting in Corii.
Do that in Corii before Thursday's meeting.
Ask Corii who's still got open action items.
Pull last quarter's motions from Corii.

Get started this week, not next quarter.

1

Set up your organization

Add your board and you're ready to build your first agenda — no procurement gauntlet, no lengthy onboarding.

2

Run your first meeting in Corii

Build the agenda, assemble the board book, run the meeting, and export a clean PDF your board can keep forever.

3

Bring your board in

Add your directors and officers whenever you're ready — directors never need accounts for you to run the whole meeting cycle, so this step is entirely optional.

Why switch to Corii.

Most boards aren't using a fancy portal — they're using email threads, Word documents, and a shared drive. Corii replaces the scramble either way.

You run the whole process

Agenda, assembly, approvals, the live meeting, the minutes — every step runs from one staff login, on your schedule. Directors are named on motions and recorded in attendance without ever creating an account.

Full value from day one — no director adoption required

Organized agendas, clean minutes, a searchable motion history, and a professional board book — all before a single director logs in. When they want in later, it's one magic link, no passwords.

Nothing to sit through to get started

No demos to endure, no procurement cycle, no quote forms. Straightforward software built for the way small boards actually work.

Your records stay under your control

You decide when the board book goes out and what's in it — and every book, minute, and motion exports to a clean PDF you keep. Your records are portable the day you start, not just the day you leave.

Your board's records stay in Canada.

Minutes, motions, and board books live on infrastructure hosted in Canada — and they stay here. For a board handling in-camera discussions and personnel matters, that's not a nice-to-have; it's an answer you owe your directors.

Your next board meeting could be your easiest one yet.

Governance software built for the way small foundations and nonprofits actually work — calm, clear, and hosted in Canada.