Start enjoying cofi.ai now
Contact us today to see how the cofi.ai platform can help your organization leverage data to shift performance.
All your data connected across your portfolio —
ERP, CRM, HRIS, and more.
cofi.ai automates scheduled imports, giving you clean, timely, and consistent data without heavy IT lift. Stop chasing spreadsheets and get a real-time, portfolio-wide view of performance with zero manual effort.
cofi.ai connects seamlessly with the ERP and accounting systems of your portfolio companies, automatically pulling and normalizing their financial data. This ensures clean, consistent numbers across all companies—making forecasting and performance tracking faster and more accurate. It saves your team hours every month and eliminates the risk of manual data errors, so you can focus on driving value and making smarter investment decisions.
cofi.ai connects directly to the CRM systems of your portfolio companies, pulling in real-time pipeline data, ARR, LTV, and key GTM metrics. This gives you a consistent, normalized view of revenue performance and sales efficiency across the portfolio. It lets you forecast top-line growth with confidence, identify risk early, and bring data-driven insights to board meetings and investor updates—without chasing spreadsheets from each company.
Integrations with your CRM software facilitates the automatic update of key sales data to your planning model, along with key metrics like ARR and LTV and your sales pipeline.
Get a demo
cofi.ai integrates with the HRIS systems of your portfolio companies to centralize headcount, compensation, turnover, and efficiency metrics. For private equity firms, this means real-time visibility into workforce trends, cost structure, and org scalability across the portfolio. You can track hiring plans vs. actuals, spot retention issues early, and connect headcount to performance—helping you assess operational efficiency and value creation potential with hard data.
