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Unlock Real-Time Portfolio Intelligence. We know the pressure you face to deliver returns. cofi.ai gives private equity firms and their portfolio companies the visibility and control they need to act faster and smarter. Book a demo to see how we help you:

Get instant, accurate portfolio-wide data – Direct connections to your portcos’ accounting, CRM, and HRIS systems.

Forecast and model in hours, not weeks – Human-readable formulas built for speed and collaboration.

Keep LPs and partners in sync – Always up-to-date reports and interactive dashboards ready to share.

See how cofi.ai works

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We're thrilled to have you on board for your free trial.

To ensure you enjoy the ultimate customized experience, we're excited to provide you access to a dedicated workspace tailored to your accounting system.

Your journey begins now as we send you an invitation to your exclusive workspace.

Here, you'll have the power to connect all your different systems seamlessly.

Navigate to the settings (located in the bottom-left menu) and explore the world of connectors that await you.

Get ready to unlock your full potential like never before.

Welcome to a smarter way of working!🚀

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Request a meeting today

See how cofi.ai works

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