Edge Capital Streamlines Data Distribution with cofi.ai's Portfolio Monitoring

Founded in 2020, Edge Capital is a private equity firm with a mission to be a catalyst for change in the landscape of private equity investments. With a focus on innovation and a strategic approach, Edge Capital specializes in identifying and nurturing small B2B Service and Technology companies poised for remarkable growth. The firm's investment philosophy centers around selecting businesses that not only demonstrate profitability but also have

the potential to generate positive social and economic impacts within their niche markets.

Challenges

Partner at Edge Capital, chose cofi.ai to help bring greater visibility into portfolio company performance.  Before implementing cofi.ai, Edge Capital encountered challenges with fragmented information and excessive manual work. As Luis considered the limitations of a small PE investor it became clear that software automation could help unlock data insights faster and effectively, while providing Edge Capital with a platform for future growth. 

Why the Need for a New Portfolio Monitoring System?

“We invest in different industries and verticals and encounter a lot of data asymmetry. We also invest in smaller businesses that tend to have much less sophistication in data management and very few FP&A resources to generate ongoing reporting processes. This leads to delayed reporting and less visibility. We like to be active partners with our businesses and sought a solution that could give us more power to help our businesses by having high-level and detailed financial performance views in a more accessible way.”

What Were You Looking For?

"We looked for a platform that could have the flexibility to work with diverse financial data structures, dimensions, and reporting needs; a solution that would not require significant implementation hurdles; and a platform that was affordable.”

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Solution

Why Did You Select cofi.ai?

"cofi.ai checked every box we were looking for and additionally offered us great service. We felt that the cofi.ai team went above and beyond to help us create a solution that worked for us.”

Is cofi.ai Changing How You Work?

"Yes. We have built some standard reporting dashboards that automatically update portfolio company metrics without any effort. We are able to have deep-dives into different parts of our businesses with less effort, and can now compare performances across companies and begin to think about benchmarking.”

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Results

How Does It Impact Your Investment Decisions?

"Since we use the tool post-acquisition, I would not say it has a big impact on investment decisions. However, it does give us confidence to be able to work with different types of financial reporting structures for future acquisitions.”

What Is It Like to Work with cofi.ai?

"I have enjoyed working with everyone at cofi.ai. They offer a high degree of attention to their clients and put in a lot of work to maximize the platform's capabilities for us. I genuinely believe it would be hard to find more bang-for-your-buck for this type of a solution in the market.”

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Conclusion 

Edge Capital's success with cofi.ai has unlocked significant value and reduced friction for key financial reporting activities in a highly efficient way.

Email info@cofi.ai to start your journey.

Book a discovery call with us to explore how cofi.ai can help streamline your portfolio monitoring and empower data-driven decisions tailored to your unique needs.

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