Blog

Learn more about how Cobalt operates

Latest blog
May 20, 2024

Chart of the Month: May 2024

Derivative Charts: Plotting the Growth of the Alternatives Market Following up on last month’s chart and the exploration of our off-platform data…

April 19, 2024

Chart of the Month: April 2024

Surge Pricing: Examining the Ability to Adjust North America Infrastructure Investing on a Short Timeline The state of Infrastructure investing…

March 18, 2024

Chart of the Month: March 2024

Law of Averages: Comparing 3 Decades of Commitments Among Buyout, Venture Capital, and Credit Funds In private markets, we regularly…

March 8, 2024

Cobalt Expands Data Regions: A Step Forward in Addressing Data Residency Concerns while Ensuring Security, Privacy, and Control

Cobalt Expands Data Regions: A Step Forward in Addressing Data Residency Concerns while Ensuring Security, Privacy, and Control At Cobalt,…

February 20, 2024

Chart of the Month: February 2024

Buy the Rumor, Buy the News: Evaluating the Unshakable Interest in Real Estate While investing in sanguine times has been…

January 26, 2024

Chart of the Month: January 2024

Perfectly Hedged? Questioning the Tether Between Private Credit and the Federal Funds Rate  Akin to Steve Eisman’s critique of how…

December 12, 2023

Chart of the Month: December 2023

The (Bar)Bell Curve: Looking at the Dispersion of PME Alpha by Private Market Funds In past charts, we’ve discussed our…

November 14, 2023

Chart of the Month: November 2023

Playing the Long Game: Comparing VC & Buyouts Across Different Time Horizons Within private markets, there’s often a focus on…

October 12, 2023

Chart of the Month: October 2023

More BRICS in the Wall: Analyzing the Effect of Currency Choice on Fund Performance In light of the recent BRICS…

September 14, 2023

Chart of the Month: September 2023

Down and to the Right: Assessing Western Europe Alternatives by Investment Style After a recent portfolio monitoring client win in…

August 11, 2023

Chart of the Month: August 2023

Alternate Current: Studying the Early Divergence in Energy Market NAV vs. Dry Powder 1995-2022  The energy market is consistently prone…

July 19, 2023

How private equity firms can make software implementation a cinch

Successful implementation of investment portfolio management software isn’t just some ideal-state dream. It’s a must-have tool for any competitive private…