Turn Portfolio Data Into Decision Intelligence

cofi.ai is a Portfolio Intelligence System that unifies structured and unstructured data into a transparent, decision-ready layer — built for valuation, capital allocation, and LP scrutiny.

Real-time portfolio intelligence
Automatically consolidate financials, KPIs, and operational signals across portfolio companies — continuously, not quarterly.

Decision-ready forecasting & scenarios
Run cash flow, valuation, and capital allocation scenarios in minutes, with transparent assumptions you can defend.

Audit-ready by design
Every metric, model, and adjustment is traceable — built for IC review, LP reporting, and audit scrutiny.

See how cofi.ai works

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We're thrilled to have you on board for your free trial.

To ensure you enjoy the ultimate customized experience, we're excited to provide you access to a dedicated workspace tailored to your accounting system.

Your journey begins now as we send you an invitation to your exclusive workspace.

Here, you'll have the power to connect all your different systems seamlessly.

Navigate to the settings (located in the bottom-left menu) and explore the world of connectors that await you.

Get ready to unlock your full potential like never before.

Welcome to a smarter way of working!🚀

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Turn Portfolio Data Into Decision Intelligence

See how cofi.ai works

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