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 leveraging—so you can deploy more capital with the same team.

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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 team‍

Drive 10x Faster Insight. Eliminate Manual Work. Unlock Predictable Growth.

Data-driven firms outperform peers because they turn every number into action.

 Live Fund Oversight

See what's moving - as it moves. Track liquidity, portfolio metrics, and fund KPIs across entities in one unified dashboard built for board and LP transparency.

 Instant Consolidation

Close faster, report sooner. Automate multi-entity consolidations, eliminating manual work and custting close time by 80%.

 AI Intelligence

Your AI co-pilot for finance. Analyze anomoalies, forecast outcomes, and generate variance explanations with full traceability to source data.

 Actionable Forecasting

Plan confidently, not reactively. Model best- and worst-case scenarios in minutes - not days - to guide fund allocation and protect returns.

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 delays—just describe your analysis and watch Tali deliver professional-grade results immediately.

Bring Your Own LLM —
Fully Secure Integration

Use any leading LLM (OpenAI, Anthropic, Gemini, and more) directly within our platform — 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.

‍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 story Explore 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.

Direct Integrations with Portfolio Company Data Sources

ERP

CRM

HRIS

Quickbooks

Salesforce

ADP

Xero

Hubspot

Gusto

Oracle Netsuite

Affinity

Bamboo

Sage Intacct

Pipedrive

Workday

Microsoft Dynamics

Zoho

Rippling

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.

Explore our full list of integrations →