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 that more than likely contain old or inaccurate information.

Rather, data-driven firms are building real-time dashboards to keep track of their investments. At Cobalt, we’ve worked with some of the most sophisticated venture capital and private equity firms to help them develop custom dashboards that drive smarter investment decisions, improve, risk management, and lead to more efficient operations.

This white paper reviews how to create an effective investment dashboard and highlights the five dashboards that we believe that every private capital firm should have for each of its portfolio companies.