AI-Powered Portfolio Monitoring for Private Equity
Seamlessly integrate with GPT, Gemini, Claude, or your preferred LLM—and transform raw data into actionable insights.
Leading fund managers and their portfolio companies choose cofi.ai because...
Scenario modeling = Better value creation
Live dashboards = No surprises in performance
Trustworthy data = Faster reporting
Decision-makers need to see risk, speed, and control.
Data-driven organizations outperform their peers
by leveraging data as a strategic asset.
Real-time portfolio monitoring
Obtain a comprehensive view of your portfolio company’s financial situation, create customized reports & dashboards, and surface insights in real time with your key stakeholders.
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.
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.
Predictable
performance
Forecast future performance, tackle revenue leaks, and measure effectiveness by leveraging continuous planning capabilities along with a comprehensive metrics suite.
How it works
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.
Standardized Metrics for Smarter Portfolio Reviews
Normalize and unify portfolio data at the source, creating a consistent and auditable backbone for every metric. With a clean, standardized dataset, AI can instantly run analysis, surface insights, and generate outputs without manual cleanup.
Seamless LLM Integration with Model Context Protocol
Unlock natural language workflows across your portfolio:
Variance Analysis → “Why did revenue miss plan this month?”
Forecasts & Scenarios → “Show me downside IRR if churn increases 5%.”
Investor Reporting → LP-ready summaries, data-backed and compliant.
Benchmarks That Power AI-Driven Insights
Standardized metrics let you benchmark performance across portfolio companies with confidence.
The 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-changer—easy to update, tailored to each company, and a huge time saver for our team.”
Niket Parikh, Managing Director at Full In Partners
Read full storyExplore all customer stories→Best in class solution for data management
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Fast onboarding
Exponentially faster than legacy solutions. Start planning within hours.
Self-sufficient solution
Users can customize their metrics, plans, and reports without any external support. Anytime, anywhere.
Reliable and consistent data
Reference a single source of truth for more confident data decision-making.
Fully customizable
Build your own metrics catalogue, plans, and reports. No two companies’ metrics look the same.
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.
Customer centric
Need help? Our team is there for you 24/7 around the clock.
Start enjoying cofi.ai now
Contact us today to see how the cofi.ai platform can help your organization leverage data to shift performance.
Request a demo
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