March 23, 2022

Business Intelligence: How to Improve Portfolio Data Quality


Dan Mistretta
VP, Sales Engineering
Cole Corbin
Senior Director
Katie Morrissey
Fund Analytics Director
Hank Boggio
Chief Commercial Officer

Private Market firms looking to derive strategic insight from their portfolio need to focus on the quality of data that they’re collecting from portfolio companies, and how to preserve the accuracy of that data as it gets uploaded into a system and manipulated for reporting.

Cobalt, a FactSet Company, the industry’s leading portfolio monitoring platform, and Alvarez & Marsal, a leading consultant for fund analytics and platform management, discuss how private market firms can translate portfolio company data into meaningful business intelligence.

Stream the webinar today to learn more about:

  • The different options private market firms have when it comes to ensuring quality data collection
  • Cobalt’s Portfolio Monitoring Platform and data collection options
  • Alvarez & Marsal’s data automation and platform engagement process

Watch the webinar now: