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.”
Cosimo for fund teams
Cosimo drafts investor reports, portfolio updates, and investor responses from your fund records. Review the figures and commentary together, with less time spent assembling the first draft.
Your request
“Draft this quarter’s
investor report.”
Cosimo drafts it from your records.
Investor report
Chianti Capital · 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.
Explore a portfolio, trace its figures to the supporting records, and inspect a draft investor report.
01 / 03
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
Explore the Cosimo interface with fictional fund records and a prepared report. This walkthrough does not run a live reporting 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.
We configure Cosimo around one recurring task, the records your team receives, and the reporting 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 draft for your finance and investor relations teams to review.
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. Keep missing information and conflicting figures visible so your team can resolve them before approval.
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.
Start with your next
reporting deadline.
Tell us which report or investor request takes too much preparation. In an initial conversation, we’ll define one workflow to test, the records it needs, and how your team will review the result.
Discuss your workflowA few sentences are enough. No documents needed to start.
Or email info@medici.ai directly.