The AI Operating Partner
for Private Equity
AI detects covenant breaches before they happen, decomposes variance in seconds, and writes board-ready commentary — so you close portcos at T+5, not T+25.
Built to survive audit, legal, and LP scrutiny.
- Explainable AI
- Every decision links to the rules, thresholds, and evidence that produced it. No black-box approvals.
- Evidence-backed narrative
- Board packs, covenant alerts, and variance commentary cite the underlying transactions and documents.
- Immutable audit trails
- Who, what, when, and why — on every approval, override, and policy outcome. Retained for 7 years.
- Role-aware isolation
- Tenant-scoped queries, persona-aware sidebars, and per-role access controls. Designed for multi-entity PE firms and CAS partners.
Pick your seat. Step into a live scenario.
Each card jumps into a real Coledger scenario with seeded data and a recommended first action. Same product shell you'll use after signup — just with safe, synthetic data.
PE operating partner
Summit Equity Growth Fund II
PE scenario
Quarterly review identified rising cloud costs and a potential covenant breach at TechFlow Systems.
First action — Review TechFlow interest coverage before the board pack
Firm partner / client service lead
Harborline Equity Partners
Firm scenario
Multi-client close week exposed a wrong-entity posting and a delayed QBO sync.
First action — Reclassify the wrong-entity Apex fuel charge
SMB finance lead
North Coast Hospitality (Portco)
SMB scenario
Portfolio close week exposed covenant headroom pressure and invoice duplication at North Coast.
First action — Hold the duplicate Sysco invoice before Friday close
Six scenarios across PE, firm, and SMB shapes — all synthetic, all safe to click.
How Coledger actually works.
Every AI decision stays traceable from the source transaction to the board pack. No black boxes. No silent edits. No commentary without evidence.
Step 1
1. Ingest
Connect QBO, bank feeds, or upload CSVs. Coledger normalizes entities, periods, and categories without flattening your chart of accounts.
Step 2
2. Review
The review queue surfaces the 3% of transactions that actually need judgment. Operators approve in-line with AI-drafted categorization + evidence.
Step 3
3. Detect
AI agents cross-check duplicate invoices, wrong-entity postings, covenant headroom, and forecast breach risk. Every flag carries explainable reasoning.
Step 4
4. Decide
Controllers and operating partners act on AI recommendations with a full audit trail. Actions are scoped by role and persona-aware permissions.
Step 5
5. Output
Board-ready commentary, LP reporting packs, month-end close notes, 13-week cash forecasts — generated from the same evidence your team already reviewed.
PE, firm, and SMB tenants share the same pipeline — the product just emphasizes the stages that matter most to each persona. PE leans on detect & output; firms lean on review & decide; SMBs lean on ingest & review.
Product scope
- 6
- Demo scenarios
- 3
- AI engines
- 3
- Persona overlays
- Live
- Demo access
PE growth fund, CAS firm, SMB SaaS, hospitality, HVAC, property ops.
Anomaly detection, categorization, forecasting — every decision traceable.
One product — SMB, firm, and PE workspaces share the same grammar.
No sales call, no setup. Seeded tenants reset on demand.
AI that doesn't just flag — it resolves.
Three engines working 24/7: detecting anomalies, closing books, and protecting cash — so your team focuses on decisions, not data entry.
AI Anomaly Engine
Detects duplicate invoices, wrong-entity postings, and covenant headroom erosion before close week — across every entity simultaneously.
See anomaly detection in demoAI Close Engine
Auto-categorizes transactions, matches receipts via OCR with explainable confidence, and drafts GL commentary ready for board packs.
See AI close in demoAI Treasury Engine
Projects cash buffers 90 days out, recommends payment timing moves, and flags breach risk before it impacts covenant compliance.
See treasury AI in demoLet AI run your next close week.
Launch the AI demo on seeded, realistic data — no account, no setup, no sales call. Watch AI detect anomalies, close books, and protect cash in under three minutes.
3 AI engines · 6 scenarios · Zero setup · Free forever for your first entity.