Helpful reports and white papers

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.…
March 18, 2021

White Paper: The Private Equity Manager’s Complete Guide to ESG Investing

 Environmental, social and governance (ESG) factors have moved to center stage in private market investing. Investor expectations for ESG strategies…
March 15, 2021

Case Studies: Underscore VC

“The most important benefit of Cobalt is how it empowers the team to stay on top of our investments and…

November 23, 2020

Webinars: The Tech Stack Every PE Firm Should Have

Listen to this 30-minute, recorded webinar where Cobalt CEO Jason Weinstein interviewed Lionpoint Group founder Jonathan Balkin to discuss: The…