Portfolio Monitoring on your terms

Welcome to connected, flowing data, tailored analytics, and robust reporting. All on your terms.

Dashboards, Reporting, and Advanced Analytics

From quarterly reporting to ad hoc analysis, Cobalt serves up your performance data the way you need. Translation: no more logging between cumbersome Excel spreadsheet or creating complex pivot tables to get the job done.

white waves
  • Critical cash flow calculations
  • Peer Analysis
  • Scenario Modeling
  • PME Benchmarking
  • Value Concentration Analysis
  • Deal Scoring Analytics

Here’s what Cobalt offers

Custom Dashboards

  • Transform Data into actionable insights for finance, investment, portfolio operations, investor relations, and executive management team members.
  • Drag and Drop reporting components to create a dashboard view that matches your firm’s unique needs.
  • Visualize all your most important data instantly.
white waves

Tailored Reporting

  • Craft custom reports the way you need, no matter the format, with Cobalt’s intuitive reporting technology.
  • View reports online.
  • Export reports for distribution the way you need.
portfolio monitoring
  • Customized portfolio and fund dashboards
  • Valuation models
  • Portfolio company tear sheets
  • Schedule of Investments
  • Portfolio track record reports
  • Performance reporting, and much more.

Advanced Calculation Engine

  • Metrics you use: Define and calculate metrics you actually use.
  • On the timeline you follow: Automatically aggregate data to summarize by quarter or year, including calendar and fiscal periods, LTM, etc.
  • With the formulas you need: Define the formulas you need, so you can drill down into performance metrics the way you actually think about them (i.e. revenue by region, sector, or product; across metrics versions; or performance over a period).
white waves
portfolio monitoring

Cash Flow Analytics

  • Calculate performance metrics including IRR, TVPI, DVPI, and RVPI.
  • Visualize fund performance, value creation, deal scoring, dispersion analysis, cash flow attribution analysis, PME modeling, and much more.
  • Generate LP- and partner-ready charts, tables, and other “data visualizations” for inclusion in critical reports (i.e. LP reports, peer and data reports).
portfolio monitoring

Ready to get started?

Request Demo

Excel Plugin

Cobalt’s Excel Plug-in helps you model valuations, automatically populate LP reporting templates, and create ad-hoc reports, all on demand.

Formula Builder

  • Populate and update existing spreadsheets with data from Cobalt.
  • Push data from your Excel models back to the Cobalt database when you are ready to use that data in other reports.

Cobalt’s API

Cobalt’s API seamlessly integrates into your existing processes and mission-critical platforms, making it even easier to get data in and out of the Cobalt platform.

Leverage data from your:

CRM Systems
Accounting Systems
Third-party Fund Administrators
And many more..

Flexible Metrics Management

It all starts with good data. Whether you are creating new metrics, or updating your numbers, Cobalt provides a flexible platform to manage it all:

Create and Manage unlimited fund metrics, portfolio company financial/operating metrics and key performance indicators (KPI’s).

Add or change metrics using Cobalt’s intuitive platform as you add portfolio companies or adjust reporting requirements.

Track the complete history of every metric (including changes over time, who made the change, when it was made, and why) in your Cobalt database using our audit trail. For further diligence, add notes and link documents to your data changes.

Automated Data Collection

Some call it “data ingestion.” The rest of us call it getting your portfolio company and fund metrics in a central database to serve as a single source of truth for your firm. Automate it yourself or let our Cobalt Managed Data Services Team handle the data entry.

Cobalt removes the labor-intensive pain of this process through:

User-configured Data Collection Templates: Create the template your portfolio companies will find easy to use, filling in the metrics you need.

Automated Email Sequencing: Seamlessly send requests and reminders for data from portfolio companies while ensuring efficient, accurate, and secure data collection.

Data Collection Status Dashboard: Check in on all your portfolio companies’ response statistics, ensuring that data is collected efficiently and accurately.

Document Storage: Store critical documents in a central place, and grant access to those at your firm who need it.

Managed Data Services (MDS): Leverage the Cobalt team to support data collection, ensuring accurate information is entered every time.

Get in touch to see the difference Cobalt can make for your firm.

Get In Touch