Cosoul for Investors

Cover more deals and clients,without adding headcount.

Investment and advisory work runs on scattered files, spreadsheets, and follow-up. Cosoul lets your firm build the tools to run it, with agents handling the diligence prep, reporting, and follow-up, so a lean team covers more.

Try Cosoul for free

What your firm can build.

Deal flow tracker.

A tool that collects deals from every source, scores and ranks them, and surfaces the ones worth your attention first.

Deal flowranked

1Acme AI94

2Globex81

3Initech67

Portfolio and client monitor.

A tool that tracks every portfolio company or client, with an agent pulling together signals and flagging risk early.

Portfoliomonitor

Acme AIOn track

GlobexRisk

Flagged a runway signal

Diligence workspace.

A tool that organizes diligence materials in one place, with an agent summarizing documents and surfacing what matters.

Diligence · Acme AIroom

Financials.pdfSummed

Cap table.xlsxSummed

Summarized 8 documents

Report builder.

A tool that drafts LP and client reports from your data, on your templates, with an agent preparing each draft for your review.

LP reportQ2

Performance+18%

New deals3

Draft ready for review

Relationship manager.

A tool that keeps every founder, LP, and client relationship in view, with an agent drafting the follow-ups and flagging who’s overdue.

Relationshipsfollow-up

Jordan · LPOverdue

Sam · founderRecent

Drafted 2 check-ins

None of these tools stand alone. Agents run them, they share one record, and they keep your whole book in view.

Your team builds it. No engineers, no analysts in the way.

Describe the tool you need and have a working version in minutes, not after an IT request or a quarter of setup. Refine it by comment as your process and portfolio change.

An IT requestAn analyst’s timeA quarter of setup

A working toolMinutes

Built by your teamReady

Where Cosoul is different.

Your team builds it, not IT.

Describe what you need in a sentence. No engineers, no setup, no waiting in a queue.

ABuild a deal flow tracker

Tool ready, no IT

Agents do the diligence, reporting, and follow-up.

Every tool comes with agents that prepare the work a junior team would, so you spend your time on judgment, not legwork.

Agent · the legwork

Summarized diligence

Drafted the LP report

Your deal data stays confidential.

The most sensitive data you handle. Set who can view, edit, and publish, per tool and per team, kept private by default and never used to train any model.

Deal data · confidential

View, edit, publish, per team

Never trains a model

Straight answers.

What firms ask before they build.

What can my firm build with Cosoul?
The tools to run deals and relationships, deal flow, portfolio monitoring, diligence, reporting, relationship management, each with agents inside doing the work.
Does this work for both investors and advisors?
Yes. The work is similar, lots of deals, diligence, reporting, and relationships, and the tools fit how your firm runs, not a generic template.
How is my deal and client data protected?
It’s the most sensitive data you handle. Everything is private by default, with permissions per tool and team, and it never trains any model, ours or others’.
I’m not technical. Can I still build?
Yes. Describe what you need in plain words. No code, no engineers, no setup.
Will agents act on a deal without me?
No. Agents prepare diligence, draft reports, and tee up follow-ups, but the decisions that matter wait for you.
Does it replace our CRM or data room?
No. Cosoul connects to the systems you use and holds the work around them in one place.
How fast can we have something working?
Minutes for the first version. Refine it by comment as your process and portfolio change.
How do we get started?
Describe a tool your firm needs in the box below. Cosoul is in private beta. We’ll onboard your team personally.

Build a tool your firm will actually use.

ModelAuto