Helpful reports and white papers

December 5, 2023

White Paper: Ultimate Guide to Portfolio Monitoring Software

How can PE and VC firms choose the right system to enhance efficiency and performance?  Growth spurs private equity and…
October 31, 2023

Webinars: Beyond the Balance Sheet: the Evolving Role of the CFO

The chief financial officer (CFO) role at private equity firms is rapidly evolving under market conditions that demand liquidity, efficiency,…
July 19, 2023

White Paper: Private Equity’s Guide to Painless Software Implementation

For private equity firms implementing new tech, how can roadblocks be avoided?  Adopting new software can be as formidable as…
GPs Guide To Productivity & Portfolio Monitoring
April 28, 2023

White Paper: The GP’s Guide to Productivity

How Portfolio Monitoring Technology Can Turbocharge Your Staff  Is your firm getting the most value out of the very talented…
March 7, 2023

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…

portfolio management metrics
February 16, 2023

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…
July 22, 2022

White Paper: Five Must-Have Dashboards for Well-Run Investment Firms

Cobalt, a FactSet Company has worked with many of the most sophisticated venture capital and private equity firms, helping them…
March 23, 2022

Webinars: Business Intelligence: How to Improve Portfolio Data Quality

Private Market firms looking to derive strategic insight from their portfolio need to focus on the quality of data that…
February 28, 2022

White Paper: Five Essential Dashboards for Monitoring Private Market Investments

In these times of rapid change, private market investors can’t afford to make decisions based on spreadsheets and printed reports…
December 15, 2021

White Paper: Stop Suite-Talk: Get a Quality Portfolio Monitoring Solution

Private market firms often get talked into suite-solution software that promises to extend their business with a bundle of ultimately…
October 6, 2021

White Paper: What Private Equity LPs Really Expect from GP Reporting

As growth in private equity investments continues to accelerate, and firms look to make a significant impact with their investable…
October 6, 2021

Portfolio Monitoring Platform Brochure

Cobalt’s Portfolio Monitoring platform lets you visualize individual portfolio company performance plus aggregated fund and portfolio analytics, all on demand.…