Investor reporting
Turn financial records and portfolio commentary into the next investor report, using your existing format.
“Get the quarterly letter started. Flag anything we still need from the portfolio.”
Grow your fund. Not your workload.
Cosimo is fund operations software that drafts investor reports, portfolio updates, and investor replies from your records. Less copying between files. More time for the work that needs you.
Your request
“Draft this quarter’s
investor report.”
Cosimo drafts it from your records.
Investor report
Signet Equity · Q3 2026
- 6 companies · $70.0m Q3 revenue
- $9.6m EBITDA · 7.7% below budget
- Sources and questions for your team
From your fund’s numbers
to your next investor report.
See the fund in one place. Check where a figure comes from. See the report Cosimo prepares from those records.
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Your portfolio, in Cosimo.
Expand a company or click a figure to inspect its supporting records. Six companies, with LTM figures through September 30 in USD millions. The report uses their Q3 accounts.
Explore the actual interface: expand a company, click a figure, or play the walkthrough. On a small screen, scroll across to see the full workspace.
Explore the example records
The app’s own components and styling, populated with fictional records. The reporting sequence is illustrative; it does not run a live process.
Reports, updates,
and investor replies.
Start with the recurring job that takes up too much of your team’s week.
Portfolio updates
Bring company, property, or borrower submissions together. See what changed, what’s missing, and what needs a closer look.
“Which updates are overdue, and which figures don’t agree?”
Investor requests
Find the relevant records and prepare a response your team can check before it goes back to an investor.
“Find the supporting documents and draft a reply to this question.”
See the work that matters to your fund.
Your fund has a way
of doing things.
Start there.
Cosimo is fund operations software, configured with your team. Start with one recurring task, your records, and the format you already use.
Build on your team’s existing work.
Use the files your administrator, finance team, and portfolio already produce. Cosimo prepares the next report or response; your agreed accounting and approval responsibilities stay with your team.
Keep the format your investors know.
Your existing report gives us the starting point: the headings, tables, terminology, and detail your team expects.
Make the work easy to check.
Review the draft alongside its supporting records. Missing information and conflicting figures need an answer, not a confident guess.
Your team decides what goes out.
Agree who reviews the work and what they approve. Start with a draft, make the necessary changes, then send it through your usual process.
Start with one process.
Which job would you take
off your team’s plate?
What’s the job your team dreads every month? Tell us what makes it so painful. We’ll show you where Cosimo could take the work off your hands.
Email us about your toughest processThe button opens an email draft. A few sentences are enough.
Or email info@medici.ai directly.