Blog

Learn more about how Cobalt operates

Latest blog
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…

July 17, 2023

Chart of the Month: July 2023

Q4 Crunch Time: Revisiting 2022 Returns at Year-end  Before we publish Q4 2022 benchmark in Cobalt Market Data, let’s revisit…

June 14, 2023

Chart of the Month: June 2023

The Bridesmaid: Secondary Liquidity Investment Trends from 1999-2022  Wedding season is in full swing, and as many are searching for…

Software for investment portfolio management eliminates busy work
May 16, 2023

Software for Investment Portfolio Management Eliminates Private Capital Busy Work

Software for investment portfolio management eliminates busy work. Here’s how. An overhaul for private capital firms The phrase “investment portfolio…

May 3, 2023

Chart of the Month: May 2023

Through the Grapevine: A Hypothesis in North American Infrastructure Trends Q1 2006-Q4 2015 Infrastructure is a vertical we often analyze…

Finding the Best Portfolio Management Software
April 27, 2023

The PE Tech Dilemma That Isn’t

Finding the Best Portfolio Management Software The private equity and venture capital world is divided into two groups of people:…