Cobalt + FactSet Solutions for Private Market Firms
Taking Next-Level Portfolio Monitoring Technology to Private Market Firms Globally
Now, more than ever, private market firms have a growing need for a complete workflow solution that connects differentiated data with sophisticated tracking and portfolio reporting.
Cobalt’s Portfolio Monitoring platform provides private market firms with intuitive technology for collecting, analyzing, and reporting on fund and portfolio company data. FactSet is a global provider of integrated financial information, analytical applications, and industry-leading service.
Together, Cobalt and Factset will deliver an end-to-end solution for private market firms to simplify their investment processes. The features and benefits of Cobalt, a FactSet company, include:
- Advanced data & cash flow analytics
- Personalized fund and portfolio dashboards
- Flexible, recurring performance reporting
- Top-tier data sets & investor intelligence
- Excel plug-in & APIs
- Dedicated client support and consulting
Schedule a call below to learn about Cobalt + FactSet’s Private Market solutions:
Subscribe to our blog:

A New Direction in Collaboration for Portfolio Monitoring Software
Private market investing is a collaborative enterprise. There’s a lot of information sharing among staff within a general partner and…

Chart of the Month: May 2022
The Rolling Stone Gathers Momentum: Resilience and Investor Interest in Eastern European Markets Eastern Europe has come to the forefront…

The Realities of Portfolio Company Data Quality Every Private Equity Manager Should Know
Data, they say, is the new oil. And just like petroleum, raw data needs to be cleaned and refined before…