Portfolio Intelligence: Automate Valuation and Deploy Capital with Confidence.

Our Agentic AI analyst replaces siloed reporting by instantly quantifying operational risks and mathematically proving the value added by your strategic interventions (skill vs. luck) to accelerate your path to exit.

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Drive 10x Faster Valuation Defense. Eliminate Manual Work.
Unlock Portfolio Value.

Data-driven PE firms stop managing the audit and start managing the exit.

Audit-Ready Exit Valuation
Rapid Capital Modeling
Agentic Risk Analysis
Measurable Value Creation
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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

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The Quantifiable Edge for Private Equity Leaders

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Accelerate Value Creation

Quantify Operational Skill. Use the Value Bridge to mathematically isolate the value added by your VCP execution from market luck.

Audit & Due Diligence

De-Risk Exit Valuation. Guarantee a clean audit trail and zero-friction due diligence during exit by providing compliant, transparent Fair Value data.

Portfolio Risk Mitigation

Proactive Anomaly Detection. Our Agentic AI instantly calculates the exact impact of operational risks (e.g., cash burn) on the asset's Fair Value.

Fund Economics Modeling

Model IRR & MOIC Impact. Instantly stress-test capital deployment decisions (follow-on investments, debt) by modeling the precise impact on Fund IRR and MOIC.

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
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 →

Ready to Automate Compliance and Quantify Value?


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