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Full In Partners Gains Real-Time Portfolio Visibility and Streamlined Monitoring with cofi.ai

Full In Partners is a $350 million AUM private equity fund focused on software investments across growth-stage companies. Their strategy is built around high operational involvement, with both majority and minority positions, aiming to turn every investment into a winner. 

Challenges

Before adopting cofi.ai, Full In Partners faced significant hurdles that many firms encounter with private equity portfolio management. Their team was struggling with manual, siloed data and slow reporting cycles.

• Excel as an Unsustainable Portfolio Management Tool: Excel had become a bottleneck, making it nearly impossible to keep data centralized, accessible, and ready for all stakeholders. The firm needed a more robust PE portfolio monitoring software to replace this outdated process.
  
  
• Low Adoption of Existing Tools: A previous attempt to centralize data with a traditional BI tool failed due to its complexity. Internal users still relied on manual updates, highlighting the need for a truly intuitive financial software for private equity firms.
  
  
• Need for Fund + Portco Alignment: As an operationally active investor, Full In needed to align fund-level reporting with their portfolio companies' systems to improve efficiency. They required a private equity portfolio management tool that could handle this complex, multi-entity view.

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The Solution: cofi.ai’s Private Equity Management Software

To overcome these challenges, Full In Partners adopted cofi.ai. The platform was chosen as their fund-wide private equity portfolio monitoring software, providing a single source of truth for all financial and operational data.

Key Benefits:

• Centralized Dashboards for Fund + Portco Visibility: cofi.ai provided an easy-to-use interface to manage and visualize data across multiple portfolio companies and the fund level in real time. This delivered the best portfolio monitoring software for PE that their team needed.
• ‍Designed for Funds, Not Just Companies: Unlike traditional tools, cofi.ai's flexible model was purpose-built for the unique needs of PE portfolio analysis and managing portfolios with varying levels of data access and control.‍
• A Model That Reflects Real Usage: The platform's adaptability allowed Full In to scale their monitoring efforts efficiently, whether with deep integration or a light-touch approach.‍
• White-Glove Onboarding: The cofi.ai team provided a seamless implementation process. This ensured Full In could rapidly onboard new portfolio companies, validating cofi.ai as a top-tier PE asset management software.

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The Results: Faster, Data-Driven Decisions

By implementing cofi.ai, Full In Partners achieved immediate and quantifiable benefits:

• Faster, More Reliable Updates: The team moved away from manual spreadsheet updates, improving both speed and reliability. This directly improved the firm's software for PE portfolio analysis and overall efficiency.
• Improved Stakeholder Access: All internal teams, from partners to auditors, can now log in to the system and access validated data directly, removing bottlenecks and accelerating decision-making with their new private equity portfolio management tool.
• Enhanced Fund Transparency: By adopting cofi.ai, Full In Partners is redefining how operationally active PE firms manage their data. With streamlined reporting and improved alignment across portcos, they are setting a new standard for private equity fund administration software.

Conclusion

By adopting cofi.ai, Full In Partners is redefining how operationally active PE firms manage their data. With streamlined reporting, improved alignment across portcos, and a user-friendly platform built for asset manager use cases, Full In is setting a new standard for fund transparency and speed.

“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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Book a discovery call with us to explore how cofi.ai can help streamline your portfolio monitoring and empower data-driven decisions tailored to your unique needs.

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