White Paper

Four Excel Power Hacks for Private Fund Managers

Most every private equity and venture capital firm has an Excel Wizard that can manipulate data about cash flows and portfolio company performance, transforming these numbers into whatever is needed. The Excel Wizards are indispensable, but the complex systems they set up do create problems around data quality, accuracy, and version control. 

An alternative (but not replacement) to tracking investments through spreadsheets is to use portfolio monitoring software. Using a simple Excel plug-in, your firm can move data easily and automatically between Cobalt and any spreadsheet to enable: 

  1. Faster data collection  
  2. Answering GP/LP questions
  3. Customized reporting
  4. Portfolio Analytics

Download this whitepaper to learn more about the four ways Cobalt’s portfolio monitoring software can multiply the power of your spreadsheets. 

Download the whitepaper to learn more.