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💡 cofi.ai is a cloud-based reporting and analytics platform that centralizes financial and operational data across multiple systems and entities. While it is commonly used for financial planning and analysis (FP&A), its capabilities extend well beyond — supporting portfolio reporting, multi-entity consolidation, and other complex use cases where multiple data sources need to come together in a single view. By unifying Operational, ERP, CRM, HR, and financial data, cofi.ai enables finance teams, investors, and executives to create reports, build models, and analyze performance in real time.
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- One source of truth: Connect data from your ERP, CRM, HRIS, and other systems.
- Faster insights: Build dashboards and reports that update automatically.
- Collaboration: Share dashboards and models with teammates, portfolio companies, and investors with role-based permissions.
- Scalability: Whether you’re managing a single entity or dozens of portfolio companies, Cofi.ai scales with you.
cofi.ai is organized into blocks that reflect different parts of your reporting and analysis workflow:
- Data Sources: Seamlessly integrate data using prebuilt connectors for ERP, CRM, and HRIS systems, or upload data via CSV.
- Databases: Unify and standardize data for in-depth analysis.
- Models: Create models for actuals, budgets, forecasts, and planning scenarios.
- Dashboards: Visualize and share data with charts, tables, and financial statements.
- Settings: Manage your account, workspace, users, calendar, and dimensions.
cofi.ai is designed for organizations that need clear, consolidated financial and operational insight — especially across the private equity and venture capital ecosystem. Typical users include:
- Private Equity & Venture Capital Firms → for portfolio-wide visibility and performance monitoring.
- General Partners (GPs) → to track fund performance and deliver transparent reporting to Limited Partners.
- Limited Partners (LPs) → to receive faster, standardized, and accurate reports from fund managers.