August 18, 2020

The Top 10 Analyses Firms Should Run on Portfolio Data

Cobalt hosted former General Atlantic Managing Director Drew Pearson to talk through the top 10 analyses private capital firms should run on their portfolio data—but probably don’t.


Drew Pearson
PE Consultant

During the webinar, Pearson walked through the type of analytics firms can run when they have the right portfolio monitoring solution in place.

Some of the analyses he walked through included:

  • Portfolio company performance trend-spotting
  • Metric correlation to investment success
  • Bias identification, including measurable impact on firm decision-making
  • Performance and liquidity forecasting hacks

Watch the recorded webinar to learn more.

Watch the webinar now.