Resources

Helpful reports and white papers

resources
March 18, 2021

White Paper: The Private Equity Manager’s Complete Guide to ESG Investing

 Environmental, social and governance (ESG) factors have moved to center stage in private market investing. Investor expectations for ESG strategies…
March 15, 2021

Case Studies: Underscore VC

“The most important benefit of Cobalt is how it empowers the team to stay on top of our investments and…
November 23, 2020

Webinars: The Tech Stack Every PE Firm Should Have

Listen to this 30-minute, recorded webinar where Cobalt CEO Jason Weinstein interviewed Lionpoint Group founder Jonathan Balkin to discuss: The…
November 23, 2020

Webinars: Best in Class Technology: Solving PE’s Reporting Challenges

Listen to this recorded webinar where Cobalt’s CEO and Director of Client Services talk with DealCloud’s Director of Client Development,…
abstract
November 23, 2020

Webinars: PE 3.0: Digital Transformations in Private Capital

Listen to this webinar that explores how private equity and venture capital firms optimize resources across multiple platforms to boost…
building
August 18, 2020

Webinars: The Top 10 Analyses Firms Should Run on Portfolio Data

During the webinar, Pearson walked through the type of analytics firms can run when they have the right portfolio monitoring…
September 30, 2020

Webinars: What LPs Really Expect from GP Reporting

In this conversation, Sean Barber and Neal Prunier shared their insights on what’s top of mind for LPs when they…
November 23, 2020

White Paper: Redrawing the J-Curve

Do you know what your j-curve is telling you? The j-curve has been used for decades by the private equity…
November 23, 2020

Case Studies: Propel Venture Partners

“Getting a proper reporting system is a no brainer…Cobalt is the best-priced tool with the best value in the market.…
November 10, 2020

Case Studies: FINTOP Capital

“We’ve had LPs tell us that the quality of our reporting is on par with billion-dollar funds that have been…
October 16, 2020

White Paper: 7 Metrics That Will Boost Your Fund Performance

We’re breaking portfolio monitoring down to seven metrics that will boost your fund performance and help you build a data-powered…
September 29, 2020

Case Studies: Hastings Equity Partners

“Using Cobalt, if we see an issue, we can start a conversation with the board and management earlier.” – Kathryn…