BoardBook
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.
What BoardBook does
- Agenda builder with duplicate-a-past-meeting
- Chair approval and release workflow, built in
- Live minutes, motions, and roll-call attendance
- One-click PDF export — your records, portable anytime
- Runs entirely from one staff login — directors never need accounts
- Hosted in Canada — your data stays in Canada
The rest of the Corii suite
PolicyHub
Coming soonEvery 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.
Learn more →ImpactTracker
Coming soonYour 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.
Learn more →Marketplace
Coming soonSee 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.
Learn more →TotalReturn
Coming soonOne 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.
Learn more →PlanWise
Custom buildStrategic 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.
Learn more →