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Audit-Ready Exit Valuation
Rapid Capital Modeling
Agentic Risk Analysis
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.
Data-driven PE firms stop managing the audit and start managing the exit.
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Centralize your entire portfolio intelligence. Whether it’s legacy Excel models, PDF board decks, or direct ERP connectors, cofi.ai ingests fragmented data sources and unifies them into a single, structured source of truth.
Stop searching through folders. Verify every KPI with built-in audit trails and source-level visibility. One click takes you from a portfolio-wide report to the original ledger entry.
Bulletproof Valuation Defense.
Trust Every Decimal.
Zero Black-Box Risk
Make board-level decisions with confidence. Shift levers like exit multiples, revenue growth, or margin expansion and see the immediate impact on your MOIC and IRR. No more waiting for analysts to rebuild spreadsheets—get the answers you need during the meeting, not after.
"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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Quantify Operational Skill. Use the Value Bridge to mathematically isolate the value added by your VCP execution from market luck.
De-Risk Exit Valuation. Guarantee a clean audit trail and zero-friction due diligence during exit by providing compliant, transparent Fair Value data.
Proactive Anomaly Detection. Our Agentic AI instantly calculates the exact impact of operational risks (e.g., cash burn) on the asset's Fair Value.
Model IRR & MOIC Impact. Instantly stress-test capital deployment decisions (follow-on investments, debt) by modeling the precise impact on Fund IRR and MOIC.
Standardize and track core operational KPIs (e.g., Revenue per Employee, Cash Conversion Cycle). This ensures every effort is aligned with the Value Creation Plan (VCP).
Provide LPs with transparent, standardized data on returns (e.g., DPI, TVPI) and quantified value creation metrics. Build trust and streamline future fundraising.
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.
