Your team spends hours building projections by hand, or worse, by guesswork. The board wants a forecast, the lender wants coverage ratios, and you want to know what the business is worth. Pulling all of that together usually takes days.
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COFIA takes only a few minutes.
COFIA: Your full financial picture, fast
Change any assumption and watch your report update instantly.
Automates the analysis
Upload your company's financials, and the model cleans up the noise and handles the rest.
Tells your story in pictures
See your numbers in dozens of visuals that surface exactly what matters most.
Benchmarks against your industry
See how your cash flow, margins, and other key metrics compare to companies like yours.
Delivers a full report
Get a 30-page report covering financial performance, projections, and value.
Shows value today and tomorrow
See what you're worth now and what you'll be worth in three years if you hit your plan.
Evaluates your debt
Understand how you look to a lender and where your risk stands before you sit down with one.
Who It's For
✓ Business owners who want a clear picture of how their company is doing and where it's headed.
✓ CPAs who want to bring more value to their clients, not just file returns.
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✓ Valuation professionals who want to spend less time crunching numbers and more time advising.
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✓ Financial advisers who want an easy way to add real value for their clients.
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✓ Bankers who want to give clients more than a loan, and give their credit committee the answers they need.
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✓ Private equity and M&A professionals who need to value multiple acquisition targets, fast.
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✓ Anyone who needs to know how a private business is really performing, or what it's worth.
How It Works
Two options. Three easy steps.
Unlimited Use
See it in action.
Request a short demo or watch the videos under your account after you subscribed.
Purchase the one-year subscription for $1,200 available for Manufacturers/ Distributors or Service Companies.
Once subscribe, you'll have access to the Excel-based COFIA tool.
Upload and go.
Upload as many companies as you want, and instantly produce 30-page reports ready to customize, run sensitivity analyses, and share. Update projections as developments occur.
We build it for you
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Purchase a report for $750.
I build your report, including your industry's comps for estimates of business value.
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Send your financials.
Share your statements with us securely.
We will work with you on assumptions that will provide you with a meaningful estimate of future performance; statements, benchmarking, and business value.”
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Get your report.
Receive your 30-page PDF, ready to review and share.
"COFIA is truly brilliant. I no longer spend any time on financial analysis and presentation."
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- Jeff P.
SVP, M&A Advisor
"It is amazing how many different insights COFIA provides."
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- Todd G.
SVP, Investment Advisor
"You have thought of everything (with COFIA)! Totally impressed!"
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- William H.
SVP
"I think you have a really amazing product!”"
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- Ken M.
Business Owner
What Success Looks Like
Your team stops spending days on work that now takes minutes.
You finally see the link between your financial results and your company's value, and know exactly what it takes to move the number.
You rest easy knowing your future cash flow needs are identified and quantified.
You walk into management meetings and planning sessions with a complete picture.
You know exactly where your business excels financially and where it doesn't.
Answer all your most pressing "What if" questions with a few clicks.