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For Advisors

Become a subsidy partner in a new reality!

The world of subsidies is changing rapidly! COCOON helps you change with it and is the ultimate tool for making your services available to more customers. Manage all your customers centrally, automate routine tasks, and focus on what you do best: personal contact with the customer.

Why do advisors choose Cocoon?

Professional tools that take your consulting firm to the next level.

Central customer dashboard

Manage all your customers in one place with clear profiles, current requests, and historical data.

Complete subsidy database

Search grants from over 400 providers with advanced filters for sector, region, and type of business.

CRM intergrations

Seamlessly integrate with your existing CRM system for a fully automated workflow.

Templates & examples

Use proven templates and successful applications as a basis for new projects.

Reporting & analytics

Generate professional reports for customers and gain insight into your own performance.

Save 70% time

Automate routine tasks and focus on strategic advice and customer relationships.

Your workflow, optimized

From intake to payout, Cocoon supports every step of the way

1

Customer intake & profile

Enter customer details once or import them automatically from your CRM. Cocoon creates a complete company profile.

2

Automatic subsidy scan

Our AI instantly scans all relevant subsidies for your customer and ranks them according to their likelihood of success.

3

Consultation & selection

Discuss the matches with your client and select the most interesting subsidies together.

4

Prepare application

Use COCO to generate concept requests or work with templates. Adapt to your expertise.

5

Review & submit

Have your customer review the application and submit it via the platform with automatic confirmation.

6

Monitoring & reporting

Track the status of all requests and generate periodic reports for your customers.

Especially for advisors

Features that set your consulting firm apart

White-label option

Present Cocoon under your own branding for a professional image towards customers.

  • Your own logo and colors
  • Custom domain name
  • Branded reports
  • Customer portal in your corporate style

Collaboration tools

Work efficiently with colleagues and customers within the platform.

  • Internal notes and comments
  • Task management and deadlines
  • Document sharing
  • Approval workflows

Knowledge base & updates

Stay informed about all changes to subsidy schemes and best practices.

  • Weekly newsletters
  • Webinars and training courses
  • Regulatory changes
  • Success stories and tips

Scalable pricing

Grow with your consulting firm with flexible rates per client or team.

  • No setup fees
  • Monthly cancellation option
  • Volume discounts
  • Dedicated account manager

Transparent pricing for advisors

Choose the package that best suits your needs below and schedule a demo.

Basic

Access for 1 user

149/month
  1. Get access to the following modules:
  2. CheckmarkSubsidy database
  3. Checkmark1 profile
  4. Checkmark1 advisor
  5. Checkmark10 COCO credits
  6. ability to top upCOCO credits

Premium

How many customers will you be using Cocoon for?

199/month
  1. Get access to the following modules:
  2. CheckmarkSubsidy database
  3. Checkmark50 profiles
  4. Checkmark2 advisor(s)
  5. CheckmarkNotifications
  6. CheckmarkSubsidy newsletter
  7. Checkmark20 COCO credits
  8. CheckmarkNo access for customers
  9. ability to top upCOCO credits

Enterprise

Customization
  1. Consider extras such as:
  2. CheckmarkEverything from premium
  3. CheckmarkWhite label
  4. CheckmarkIntegration and links
  5. CheckmarkStandard access for customers
  6. CheckmarkNotifications for customers
  7. CheckmarkIntegration and links
  8. CheckmarkCOCO credits based on need

Ready to professionalize your consulting firm?

Join advisors who are already using Cocoon.