Client Case Studies

Forgepoint Capital

Download the case study to learn more.

Forgepoint Capital, an early-stage venture capital firm based in the San Francisco Bay Area, implemented Cobalt’s Portfolio Monitoring Platform to replace the firm’s manual system of tracking portfolio investment information.

“Cobalt has become the system of record for our portfolio company data. The biggest gain has been in efficiency and consistency. Everybody loves how easy it is to access information using Cobalt. Whenever we’re at a meeting and someone asks for a fact about a company—say, what our percent ownership is—we can just click and get the number without having to search emails, folders, and spreadsheets.”
Mercy Caprara, Head of Portfolio Operations at Forgepoint

Download the case study to learn more about how Forgepoint customizes fund and portfolio company information on-demand, including ESG metrics that impress the firm’s limited partners.