Next level portfolio monitoring,
a cut above the rest.
Cobalt is the portfolio monitoring platform of choice for leading private equity and venture capital firms. With an intuitive interface that turns data and advanced analytics into ultra-flexible reporting dashboards, users across the firm have instant access to everything they need to do their jobs better and faster.
Data ingestion ≠ portfolio monitoring
Cobalt is lightyears beyond just collecting data.
Other Platforms
Data ingestion
- Flexible data collection options to fit your investments
- Data approval workflows
- Auto-generated collection templates unique to each investment
- Automated data collection still requires manual review of scanned data
- New mapping required each time metrics are added or removed.
Advanced performance analytics
- Slide & dice firm, fund and port-co data for investment analysis and strategic decision-making
- Respond to ad-hoc requests in seconds, not days
- requires data to be pulled out of the system and into excel in order to do cross-portfolio analysis
- off-platform analytics
Exceptional customer support
- Dedicated, local, implementation team, customer success team and direct ongoing client support.
- lack of local team resources, no dedicated account team
- lack of dedicated resources & account management
Best in class dashboards
- Custom, easy-to-configure performance dashboards for meetings & reporting
- clunky, and lack of flexibility and /customization
- Hidden costs
Total data quality control
- Pre-built data collection templates with sophisticated formula builders
- Self-service, easy to use formula builder enabled in your excel models
- Data approval processes
Easy-to-use Excel plug-in
- Open ended API allowing seamless connections/webhooks into your existing tech stack
- Unusable Excel formula builder
- Missing critical Excel formula builder functionality
Seamless API connection
- Open ended API allowing seamless connections/webhooks into your existing tech stack
- Complicated and hard to use API for 3rd party connections
- Flexible data collection options to fit your investments
- Data approval workflows
- Auto-generated collection templates unique to each investment
Other Platforms
- Automated data collection still requires manual review of scanned data
- New mapping required each time metrics are added or removed.
- Slide & dice firm, fund and port-co data for investment analysis and strategic decision-making
- Respond to ad-hoc requests in seconds, not days
Other Platforms
- requires data to be pulled out of the system and into excel in order to do cross-portfolio analysis
- off-platform analytics
- Dedicated, local, implementation team, customer success team and direct ongoing client support.
Other Platforms
- lack of local team resources, no dedicated account team
- lack of dedicated resources & account management
- Custom, easy-to-configure performance dashboards for meetings & reporting
Other Platforms
- clunky, and lack of flexibility and /customization
- Hidden costs
- Pre-built data collection templates with sophisticated formula builders
- Self-service, easy to use formula builder enabled in your excel models
Other Platforms
- Data approval processes
- Open ended API allowing seamless connections/webhooks into your existing tech stack
Other Platforms
- Unusable Excel formula builder
- Missing critical Excel formula builder functionality
- Open ended API allowing seamless connections/webhooks into your existing tech stack
Other Platforms
- Complicated and hard to use API for 3rd party connections
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