3x Your Portfolio with AI-Powered Operations.
Automate PE portfolio data flows, normalize metrics across companies, and turn your value-creation blueprint into a live execution engine leveragingâso you can deploy more capital with the same team.
Grow Your Fund's Portfolio and AUM, Not Your Org Chart and Operating Expenses.
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Agentic AI = Works 24/7 across your portfolio
Automated workflows = No manual data collection
Normalized metrics = Apples-to-apples insights
Scalable operations = More deals, same teamâ
Decision-makers need to see risk, speed, and control.
Data-driven organizations outperform their peers
by leveraging data as a strategic asset.
ï Real-time portfolio monitoring
Obtain a comprehensive view of your portfolio companyâs financial situation, create customized reports & dashboards, and surface insights in real time with your key stakeholders.
ï Automate
spreadsheet tasks
Stop copying and pasting! Prevent errors due to manual data entry and achieve a 10x faster financial closing & reporting process without worrying about data consistency issues.
ï AI intelligence
assistant
AI-powered intelligence that connects financial metrics, strategic initiatives, and qualitative context across your portfolio - delivering real-time insights and actionable recommendations that accelerate value creation.
î Predictable
performance
Forecast future performance, tackle revenue leaks, and measure effectiveness by leveraging continuous planning capabilities along with a comprehensive metrics suite.
Build Financial Models Through Natural Language
What takes analysts days now happens in seconds. AI agents interpret your plain-English requests and build sophisticated financial models instantly. No coding, no formulas, no delaysâjust describe your analysis and watch Tali deliver professional-grade results immediately.
Bring Your Own LLM â
Fully Secure Integration
Use any leading LLM (OpenAI, Anthropic, Gemini, and more) directly within our platform â your choice, your control.
No data is ever shared with or stored by external models. All processing stays within your secure environment.
Total Privacy. Full Ownership.
Complete Flexibility.
Benchmarks That Power AI-Driven Insights
Standardized metrics let you benchmark performance across portfolio companies with confidence.
âThe result: faster identification of performance gaps, sharper investment decisions, and accelerated value creation.
Customer Stories
"cofi.ai gives us the flexibility to manage minority and majority investments without overcomplicating. The onboarding has been white glove, and the dashboards are a game-changerâeasy to update, tailored to each company, and a huge time saver for our team.â
Niket Parikh, Managing Director at Full In Partners
Read full storyExplore all customer storiesâBest in class solution for data management
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ï” Fast onboarding
Exponentially faster than legacy solutions. Start planning within hours.
ï
Self-sufficient solution
Users can customize their metrics, plans, and reports without any external support. Anytime, anywhere.
ï Reliable and consistent data
Reference a single source of truth for more confident data decision-making.
ï Fully customizable
Build your own metrics catalogue, plans, and reports. No two companiesâ metrics look the same.
ï User-friendly
cofi.ai is built with the user in mind. Our UI/UX is simple and powerful, focusing only on what matters. No distractions.
ï Customer centric
Need help? Our team is there for you 24/7 around the clock.
Direct Integrations with Portfolio Company Data Sources
Data normalization of financial and non-financial systems
Connect multiple cloud and on-premise data sources from portfolio companies, including accounting, CRM, HRIS, spreadsheets, and much more. Automatically normalize data across all portfolio companies to create a unified, consistent database.
Start enjoying cofi.ai now
Contact us today to see how the cofi.ai platform can help your organization leverage data to shift performance.
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