CoCreate Predictable Ops

AI that builds your workflows, runs them flawlessly, and keeps watch over your data—so your fund operates like clockwork.

Conversational setup, Operational Precision, without a line of code.

Managing counterparty data without CoSet

Prior to using coset, managing counterparty data is either a manual, mundane process or custom dev and custom maintenance.

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  • Manual Processes

    Without an automation tool, funds rely on manual processes like downloading csvs, adding to a custom excel workbook, and managing historical data in a set of xlsx files.

  • Custom Dev, Constant Maintenance

    Other funds manage their imports and data transformations with a series of scripts written in Python. As needs evolve, every change requires a request to an already overloaded software team.

CoCreate your data

CoSet seamlessly integrates into your existing environment, automating the workflows you already rely on. Let our Workflow Scheduler pull in counterparty data, use intuitive no-code Views to reshape it, and deliver formatted results straight to your accounting team—no manual steps required.

Our AI assistant designs and deploys this automation for you, all through a simple conversation.

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How does this work in CoSet?

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  • Get the right data to the right people automatically.

CoSet in action

CoSet allows you to set up your automations, view simple error summaries, and monitor your data all without a line of code. See how in the video below

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