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Cofi

Cofi

Private
Austin, TexasEnterprise Softwarehttps://www.cofi.ai/

Last Round

Grant

Mar 25, 2024

Company Overview

Cofi is a financial software company that provides an AI-powered portfolio intelligence platform for private equity firms and their portfolio companies to automate financial reporting, forecasting, and data integration.

Sector

Enterprise Software

Verticals

Business Intelligence, Data Integration, Compliance & Risk, Financial Data, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

portfolio intelligenceFP&A platformfinancial planning and analysisprivate equity softwareagentic AIfinancial data consolidationvaluation analysisAI analystscenario modelingportfolio management softwareautomated reportingvalue creation trackingdata ingestionfintech SaaSAI-native finance

Historical Pricing

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Caplight Momentum Score

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Cofi Comparables

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Cofi comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Standard Metrics
83%
73 Strings
81%
Vestberry
81%

Cofi Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
GrantMar 25, 2024
SeedNov 1, 2023

Key People

Founding team and executive leadership

Francisco Espino

CTO & Co-founder

Founding Team

Alex Irigoyen

Co-Founder & CEO

Founding Team

Cofi Investors

Notable investors and investment history

Market signals

Structured signals derived from secondary market and firmographic data.

  • Oct 13, 2024

    Grew 25% QoQ, from 24 to 30 employees.

  • Oct 12, 2023

    Grew 20% QoQ from 15 to 18 employees.

Cofi Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Cofi Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Cofi's valuation, stock price, and market status.

Firmographic Details

HeadquartersAustin, Texas
Employee Range27
Year Founded2021
Last FundingMar 25, 2024

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