D&O Questionnaire & Proxy Season
Directors’ & Officers’ questionnaire software provides boardroom accountability.
Cloud Concinnity® applies smart technology to repeatable processes for executives and board directors.
Consider it your secret weapon for high performance.
CENTRALIZE WITH AN EVERYTHING HUB
Imagine how much more quickly things could come together if all of the documents and their related communications, signatures and due dates were securely stored together in one place, easily accessible on any device, anytime. What are you going to do with all that free time?
SIMPLIFY & EMPOWER YOUR D&O QUESTIONNAIRE
Cloud Concinnity® stores all of your D&O information from last year, so your Directors and Executives can simply update it as needed. Now you can prepare proxy disclosures on director credentials, independence and any related party transactions seamlessly — without chasing everyone down.
AUTOMATE PROXY PREPARATION
Cloud Concinnity® comes with a starter bundle of pre-configured “Proxy Material Preparation” processes so you’re ready to go on day one. Dates, deadlines and schedules help streamline the predictable work, and custom workflows make it simple to adapt as-you-go, no matter what your company’s processes require.
STREAMLINE YOUR ANNUAL MEETING NEEDS
Cloud Concinnity® comes pre-loaded with timeframes and action steps built on top of annual meeting best practices. No more wondering whether there is a better method. There is. And we built it. Nothing is forgotten. Everything is streamlined.
MEET SEC COMPLIANCE REQUIREMENTS IN ADVANCE
We build your SEC regulatory calendar and assistance for meeting your disclosure requirements right into the tool. Instead of scrambling for specifics at the last minute, you’ll have everything ready to go well in advance.
BULLETPROOF SECURITY
Cloud Concinnity® is SOC2 certified, meaning anything you do inside our software is protected by the most secure software standards in the world. You determine who can access materials, so you can limit conversations to those with the need to know, even have counsel conduct attorney-client privileged communications, when needed. Speak freely about sensitive topics with peace of mind you’ll never get on email, text or other tools.
BUILD STRONG HABITS
When board directors and executives have their communication muscles in shape, firing off quick messages to your trusted inner circle becomes a superpower. What feels overwhelming can be dealt with swiftly and efficiently, keeping anxiety low and allowing for fast action.