Resources
Helpful reports and white papers
resources
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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…
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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,…
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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](https://www.cobalt.pe/wp-content/uploads/2023/04/GettyImages-1254000534-900x375.jpg)
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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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.…