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 to develop bespoke dashboards on Cobalt’s Portfolio Monitoring Platform that drive smarter investment decisions, improve risk management, and lead to more efficient operations.

This white paper highlights the five dashboards that, from our experience, are essential to managing an investment firm. These dashboards aggregate multiple investments and their cash flows to look at risk and return for specific funds and for the entire management company.

Download the white paper to learn more.