How Five Points Capital Assesses the Exposure and Returns of a Complex Portfolio with Cobalt Portfolio Monitoring

June 24, 2024



How Five Points Capital Gained Efficiency and Accuracy with Cobalt

In this case study, Patrick O’Rourke, Vice President of Strategy & Operations at Five Points Capital, discusses how Cobalt’s portfolio monitoring platform enabled streamlined data ingestion and automatic report generation for his firm, boosting his team’s accuracy and saving days of tedious data entry each quarter. 

Partnering with Cobalt empowered Five Points Capital to:

  • Realize real-time cash flow tracking
  • Gain flexible access to data and automate report generation
  • Leverage data creatively and tailor engaging presentations for investor meetings


Download the Case Study