Helpful reports and white papers

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: Value In, Value Out: Business Intelligence Starts with Quality Portfolio Data

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: How Not to Get Suite-Talked Into a Substandard 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…

December 10, 2020

Webinars: Integrating Best-in-Class Private Capital Platforms

Private equity and venture capital firms today need an integrated technology stack in order to more accurately visualize, analyze, and rely…
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…
November 23, 2020

Webinars: Best in Class Technology: Solving PE’s Reporting Challenges

Listen to this recorded webinar where Cobalt’s CEO and Director of Client Services talk with DealCloud’s Director of Client Development,…
November 23, 2020

Webinars: PE 3.0: Digital Transformations in Private Capital

Listen to this webinar that explores how private equity and venture capital firms optimize resources across multiple platforms to boost…