Use Cases
portfolio-monitoring, investor-relations, reporting
Integrations
dealcloud, factset
Office Functions
front-office, middle-office

Cobalt A Factset Company

Cobalt's Portfolio Monitoring Platform offers a seamless experience for private equity and venture capital firms to monitor and analyze their portfolios. With personalized dashboards, advanced analytics, and on-demand reporting, it empowers users to visualize individual portfolio company performance and aggregated fund and portfolio analytics in real-time. Key features include customizable dashboards, quarterly reporting, ad hoc analysis, cash flow calculations, scenario modeling, PME benchmarking, and more. The platform enables efficient data collection through automated email sequencing, user-configured templates, and an API for seamless integration with existing systems. Cobalt provides a comprehensive solution for tracking metrics and KPIs, ensuring data accuracy and efficiency. It simplifies interactions with investors, management, and portfolio companies, offering user-friendly implementation and a suite of customizable features.

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