Portfolio Command
Center - Real Time

Unify financial with non-financial data and validate insights across your portfolio—eliminate blind spots, accelerate capital deployment.

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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.

 Enable
collaboration

Gain organizational alignment by ensuring everyone is viewing the same data, enabling real-time collaboration between teams in a secure data environment.

 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

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 →

Centralized metrics for
efficient portfolio reviews

Get centralized, auditable metrics to streamline portfolio reviews. Trustworthy data speeds up LP reporting, and quickly identify new investment opportunities.

Clear communication
between asset managers
and portfolio companies

Facilitate seamless collaboration and clear communication between asset managers and portfolio companies, ensuring all sides have access to the same, reliable information. Give both teams a single source of truth.

Benchmark for actionable insights and enhanced portfolio performance

Provide valuable insights that drive performance improvements and get to value creation faster.

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.

Portfolio Command Center - Real Time