With AI-powered data ingestion, transformation, monitoring, and communication, CoSet replaces manual workflows across your entire operation—no engineering resources required.
No code. Zero manual work.
We help hedge funds, private credit, PE firms, and family offices streamline data ingestion, reconciliation, and reporting with AI-powered automation.
CoSet uses AI to set up your workflows, views, and data monitors—turning your operational processes into structured automation. Once configured, your workflows run on your schedule, handling data ingestion, transformations, exports, and alerts automatically and predictably.
Automates downloads and ingestion of your trade files, NAV, etc.-from spreadsheet chaos to a no-code scheduled workflow.
Unify your reconciliation process from spreadsheets to a managed flow, receiving alerts and status updates as desired.
Integrate with Fund accounting systems to download reports, integrate with external data sets, and strengthen your data warehousing without code maintenance.
Extract structured data from private-credit documents for use in your accounting system, contact details, or record keeping.
No more one off python scripts, constant requests to a backlogged dev team. Empower nontechnical ops, accounting teams and more with an AI layer to turn your natural language requests into repeatable ops.
Import, format, and load your daily trade and pricing reports from your structured or unstructured data sources.
No code, no manual processes.
At CoSet, we understand the ever-changing needs of fast-moving funds. That's why we've created a platform that lets back and middle office users automate and build out their ops process.
CoCreate your fund operations with us
Start small and grow at your own pace. CoSet exists in your existing infrastructure, allowing you to automate something as small as file ingestion all the way to end to end reporting and distribution. Empower your dev, ops, and accounting teams by taking the routine bits off their hands so they can focus on what matters most.
Our platform allows non-technical users to generate and automate custom automations without a line of code and have access to AI that can configure and monitor your suite of tools to meet your unique needs.
We understand some firms want the control of in-house development, and others prefer to stay lean and outsource what they can. To augment your in-house teams, we have an in-house team of back and middle office experts to help you get started or help you ramp up your automations.
CoSet is priced based on usage of core features, allowing you to scale at your own pace.
Get started by creating your profile and your organization.
Either integrate your own existing database or set up a PostgreSQL instance for use in the product.
Similar to databases, you can either use a virtual document system to store and access files, or use our installer to integrate your existing instance, so CoSet can simply access and write files in your shared drives, integrating directly into your teams' existing workflows.
CoSet is a platform designed for flexibly meeting your fund's needs without technical investment.
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