Cobalt, a FactSet company

Real-time dashboards are essential to private market investing. Cobalt dashboards automatically update and aggregate the latest portfolio company data, and can be personalized for a user or team to highlight contribution to the company’s bottom line. Read our latest white paper to learn how to build the best dashboards for your firms unique needs. https://hubs.la/Q01b_Z3w0

Five Essential Dashboards for Monitoring Private Market Investments | Cobalt, a FactSet Company Download the whitepaper on the five dashboards that every PE/VC firm should have for each of its portfolio companies.

May's Chart of the Month uses Cobalt Market Data to examine the total private equity cash flows from 2010-2021 in Central and Eastern Europe, given that it is often under-explored compared to the Western European markets. Read more of the analysis here:
https://hubs.la/Q019wk8b0

Chart of the Month: May 2022 | Cobalt, a FactSet Company We used Cobalt Market Data to analyze the total cash flows from 2010-2021 in Central/Eastern Europe as it is often an underexplored region compared to the Western European markets.

We're excited to work with the team at Patron Capital to enhance their portfolio company data collection process and streamline performance reporting. Read more about how the pan-European investor will leverage Cobalt's Portfolio Monitoring platform here:
https://hubs.la/Q019pltQ0

Patron Capital Selects Cobalt for Portfolio Monitoring | Cobalt, a FactSet Company Patron Capital will use Cobalt's platform to enhance its portfolio company data collection process and streamline performance reporting.

We're thrilled to work with the team at Forgepoint Capital to help centralize their portfolio company data collection and automate performance reporting. Read more about their innovative VC firm and how they will leverage Cobalt's Portfolio Monitoring platform here:
https://hubs.la/Q017xBq50

Forgepoint Capital Selects Cobalt for Portfolio Monitoring | Cobalt, a FactSet Company Forgepoint Capital will use Cobalt's platform to centralize portfolio company data collection and automate performance reporting.

April's Chart of the Month uses Cobalt Market Data to analyze the rate of contributions to credit funds in the wake of the European debt crisis to see how investor sentiment reacts to instability in European markets. Read more of the analysis here: https://hubs.la/Q017qty30

Last week, we hosted a webcast with our partners at Alvarez & Marsal on the importance of quality portfolio company data and how it can be translated into meaningful business intelligence. Listen to the webcast on-demand to hear industry insight on the leading technology solutions that help private market firms drive performance:
https://hubs.la/Q017d1q40

Today is the last day to register for our webinar with Alvarez & Marsal! Tune in to learn about the different options your firm has for collecting quality portfolio company data and translating it into meaningful business intelligence. RSVP here: https://hubs.la/Q016tHwR0

Webinar: Value In, Value Out: Business Intelligence Starts with Quality Portfolio Data Please join Cobalt, a FactSet Company and Alvarez & Marsal on Wednesday, March 23rd at 11:00am ET for the webinar, “Value In, Value Out: Business Intelligence Starts with Quality Portfolio Company Data”.

We are excited to partner with Alvarez & Marsal to host a webinar featuring industry insight on how private market firms can effectively collect portfolio company data and translate it into meaningful business. Register today to secure your spot:
https://hubs.la/Q015n17b0

March's Chart of the Month takes a look at infrastructure funds by IRR from the past 10 years across North America, Western Europe, and Emerging Asia to understand how the investing landscape may be different across regions. Read more of the analysis here:

Chart of the Month: March 2022 | Cobalt, a FactSet Company This month's chart uses Cobalt Market Data to analyze infrastructure funds from the past 10 years across North America, Western Europe, and Emerging Asia by IRR.

February's Chart of the Month evaluates the factor of fund sizes, by style, and the effects it's had on recent performance returns in large markets. To visualize the impact, we used Cobalt Market Data to pull two charts: the first examining smaller funds with size under $1 billion, and the second looking at larger funds with size over $5 billion. Read more of the analysis here: https://hubs.la/Q013fC290

We are thrilled to partner with the team at Torch Capital to streamline their portfolio data collection process and enhance their reporting capabilities with Cobalt's Portfolio Monitoring Platform. "With Cobalt, we can standardize portfolio data, better identify trends, and create a single access point for professionals across our organization.” - Jonathan Keidan, Founder and Managing Partner at Torch Capital
https://hubs.la/Q0126qs10

Torch Capital Selects Cobalt for Portfolio Monitoring | Cobalt Torch Capital will use Cobalt's platform to streamline their portfolio data collection process and enhance reporting capabilities.

New Year, New Trends: This month's chart uses Cobalt Market Data to identify the deviations between NAV and dry powder in the private markets since 1995, and the similar growth trajectory and alignment trends we can expect in the next 1-2 years. Read more here: https://hubs.la/Q011Nxzh0

Chart of the Month: January 2022 | Cobalt This month's chart analyzes the trends and momentum of dry powder vs. NAV deviation from the past 25 years.

When portfolio company and fund performance data is on the line, private market firms need a flexible, advanced portfolio monitoring platform if they expect to satisfy key stakeholders and investor requests. Read our latest whitepaper to help answer the 5 key questions to ask when evaluating portfolio monitoring systems, and how not to get talked into suite-solution that ultimately delivers a bundle sub-par products. https://hubs.la/Q0113MjM0

Whitepaper: How to Not Get Suite-Talked into A Substandard Portfolio Monitoring Solution Private Market firms need a flexible, advanced point solution to efficiently manage and report on their portfolio company and fund performance data.

We are extremely excited for Cobalt's next chapter as part of the FactSet family! FactSet’s mission is to connect differentiated private market content with next-gen workflow solutions, delivering an end-to-end solution that empowers you to make decisions with conviction. Cobalt will be a cornerstone of that mission, serving private market investors on a global scale. Read more about the acquisition here: https://hubs.la/H0Zjzwk0

As the Chinese Evergrande debt crisis unfolds, our Research Team used Cobalt Market Data's risk/return feature to analyze real estate performance since the Great Financial Crisis to see how certain world regions performed during the last decade. Read more here: https://hubs.la/H0YVLP90

Chart of the Month: October 2021 | Cobalt The Hollow Pendulum: An Examination of Regional Real Estate from 2009-2020 In the wake of the Great Financial Crisis (GFC),…

Our latest whitepaper, "What Private Equity LPs Really Expect from GP Reporting", offers practical and powerful tips on how to use portfolio monitoring technology to meet the five key LP demands when it comes to robust reporting and detailed data. Read more here: https://hubs.la/H0Xm7TV0

September's Chart of the Month uses Cobalt's in-app PME calculation to plot the Russell 3000’s PME against the returns of North American Buyout funds to see what characteristics the public vs. private markets have demonstrated over the past 20 years. Read our analysis here: https://hubs.la/H0WtDNt0

Chart of the Month: September 2021 | Cobalt The Amber Wave: A Look at North American Buyouts Compared to the Russell 3000 Given the volatility of the past…

We are excited to work with the team at Declaration Partners to help them expand their business through our portfolio monitoring platform. Declaration joins a growing number of firms that are looking to achieve new levels of transparency, visibility and accountability in managing their growing portfolio with Cobalt. https://hubs.la/H0VlxYp0

Declaration Partners Selects Cobalt for Portfolio Monitoring | Cobalt Declaration Partners will use Cobalt's Portfolio Monitoring platform to streamline cash flows and fund analytics.

We're thrilled to announce that Real Ventures has selected Cobalt for their portfolio monitoring platform. "Organizing all of our performance data and metrics in Cobalt will allow us to quickly focus on where value is created across our portfolio and where to place more attention,” shared firm VP of Finance Stephen Osmond. Read more about the client signing here: https://hubs.la/H0TX-QL0

Real Ventures Selects Cobalt for Portfolio Monitoring | Cobalt Real Ventures will use Cobalt's Portfolio Monitoring platform to enhance fund analytics and portfolio company performance reporting.

How's your Monday morning meeting going? See how Cobalt dashboards can level-up your meetings with partners: https://hubs.ly/H0TMkmN0

As the $1 trillion infrastructure bill heads to a vote, we used Cobalt Market Data to analyze how the infrastructure landscape has changed over the past two decades and how the bill might affect the sector. Read more here:
https://hubs.la/H0TwGPS0

Private Market Operations Teams need a way to show management that the Deal Team is executing on their value creation plan and that the firm’s portfolio continues to grow. In the dashboard below, we’ve included key financial elements that every Operations Team should include as they prep reports for quarterly portfolio meetings: https://hubs.la/H0T7VX-0

Every IR Team needs to be able to quickly produce a professional report with up-to-date fund metrics and cash flow information to satisfy LP requests. The IR-specific dashboard below includes key reporting elements that capture big-picture fund performance for inquiring partners and investors. See more:
https://hubs.la/H0SgH7v0

Personalized Dashboards: The Investor Relations Team | Cobalt A best practice dashboard for any IR Team should include current fund metrics & cash flow information, and the ability to quickly export to PDF.

Using Cobalt Market Data, our Research Team examined the number institutional investments into healthcare and technology-specific funds, by investment style, to find an intersection of upward trends between Buyout and VC shops. Read more: https://hubs.la/H0RMh330

ESG-focused Deal Teams are under pressure to incorporate ESG metric tracking into their reporting process and show steady progress on sustainable initiatives. Cobalt's Portfolio Monitoring platform allows deal team professionals to create and customize dashboards that not only include key financial updates, but also ESG metrics like employee diversity progression. See more: https://hubs.la/H0RpJp70

Finance Teams need an investment-focused dashboard to report on all active investment performance and see updates in an automated way. In the custom dashboard below, we’ve included best-practice reporting elements that our clients from leading PE and VC firms use on a regular basis to update their partners. See more here: https://hubs.la/H0QTx270

Ventured, Gained? Using Cobalt Market Data, our Research Team examined the relationship between IRR dispersion and geography to see how a fund’s geographic region shapes performance and specifically, how this impacts the performance of Venture Capital funds. Read more here: https://hubs.la/H0PWsPM0

Chart of the Month: June 2021 | Cobalt Using Cobalt Market Data, we analyzed how a venture capital fund’s geographic region shapes performance, specfically it's IRR dispersion.

Our client-centric approach is what drives enhancements in Cobalt, and we’re thrilled to now offer Live Chat in the platform. Clients can use the chat feature to receive real-time support from our dedicated Customer Success Team, share product feedback, or search for help articles in the Cobalt Knowledge Base. Get in touch with us today: https://hubs.la/H0NMzjf0

Along with recent enhancements to our portfolio monitoring technology, we also launched the Cobalt KNOWLEDGE BASE – our first in-app database of help articles featuring step-by-step guides, how-to videos, and much more for our clients. Reach out to our top tier Customer Success Team to learn how they can increase your team's productivity: https://hubs.la/H0Nl-3L0

The next generation of Cobalt brings together the user-friendly interface we've come to expect in consumer technology with intuitive data analysis, performance reporting, and data collection. Schedule a customized demo to see the latest features: https://hubs.la/H0MjGN00

NEW RELEASE! We're proud to announce Cobalt's latest version of portfolio monitoring technology – a milestone release that was years in the making. We invite you to take a look and see first-hand what an ultra-flexible, leading edge platform experience can really do for your firm's operational efficiency.

New Platform Release | Cobalt Portfolio Monitoring Cobalt has released a new version of it's portfolio monitoring platform for PE & VC firms. The platform redefines portfolio monitoring technology with intuitive data analysis, performance reporting, and data collection tools.

The end of Q1 marks the one-year anniversary drop across all markets due to COVID-19, so we used Cobalt Market Data to look at the time-weighted rate of four investment styles indicative of the private markets in general: buyout, credit, natural resources, and venture capital. In particular, we're analyzing why natural resources took the hardest hit.
https://hubs.la/H0KvhP70

Cobalt Chart of the Month: April 2021 | Cobalt Using Cobalt Market Data, we examined trends/differences among 4 private market styles in 2020 to find that natural resources took the hardest hit.

From BlackRock CEO, Larry Fink's annual letter to CEOs: “As more and more investors choose to tilt their investments towards sustainability-focused companies, the tectonic shift we are seeing will accelerate further."

Are you prepared? Download our step-by-step guide to ESG investing to help your firm define a successful strategy: https://hubs.la/H0JLfpw0

After implementing Cobalt's Portfolio Monitoring Platform, Underscore VC is able to streamline resources for data collection and create customizations for all of their portfolio companies. Read more in this Q&A with James Orsillo, Underscore's Chief Financial Officer, to learn how their firm is using Cobalt to scale for growth: https://hubs.la/H0Jf_5j0

We used Cobalt Market Data to examine the relationship between Net Asset Value and Dry Powder in Emerging Market funds from 2010 to 2020 to see how investors in this under-examined sector have behaved in the economic ups and downs of the past decade. Read more about our research here: https://hubs.la/H0HVD4C0

We're excited to share that healthcare investment firm Concord Health Partners has selected Cobalt's Portfolio Monitoring platform to enhance their internal reporting, streamline LP requests, and automate portfolio company data collection. Read more about Concord's use case:

Concord Health Partners Selects Cobalt for Portfolio Monitoring | Cobalt Concord Health Partners will use Cobalt to enhance internal reporting, streamline LP requests & automate portfolio company data collection.

Did you know Cobalt's proprietary datasets cover more than $10.7 trillion capital raised? Our GP clients are already using this data to help fundraise and competitively position their firm against the market. Learn more about Cobalt's Market Data and Benchmarking tools:

New in Cobalt: Cap Tables! Our Portfolio Monitoring platform now includes Cap Table management so that decision-makers at private equity and venture capital firms can have greater visibility into portfolio company equity status and market value. Read more about Cobalt Cap Tables below.

With 2020 coming to a close, we looked at one of the fastest growing investment trends – Special Purpose Acquisition Companies (SPACs) – and its relation to private equity. Read more of our December Chart of the Month analysis below: https://hubs.la/H0CZ_c50

Cobalt Chart of the Month: December 2020 | Cobalt As 2020 ends, we analyzed one of the fastest growing investment trends, Special Purpose Acquisition Companies(SPACs), and its relation to PE.