Business Details
15 Years
experience
Your Trusted Partner for Portfolio Monitoring Solutions
Founded in 2011 by industry insiders and technology visionaries, Cobalt has redefined portfolio monitoring for private capital markets. As a FactSet company since 2016, we serve over 100 firms globally, including leading private equity and venture capital organizations. Our platform combines advanced analytics with intuitive design to streamline data management and reporting. We partner with industry solution providers, fund administrators, and auditors to ensure seamless integration into existing technology stacks. Our three guiding principles prioritize user-friendly technology, data integrity, and people-centric solutions. With offices in Boston, New York, Gothenburg, and London, our team of experts delivers responsive support and continuous platform innovation.We've developed proprietary features like automated cash flow calculations, peer analysis tools, and PME benchmarking capabilities. Our clients benefit from enhanced operational efficiency through automated data collection and customizable reporting dashboards. Recognized for our exceptional customer service, we maintain hyper-responsive support teams dedicated to client success. Backed by Hamilton Lane since 2016, we continue to expand our market-leading technology across diverse investment strategies.
Services
Portfolio Monitoring
Managed Data Services
Benchmarking Data
Cash Flow Analytics
Peer Analysis Tools
PME Benchmarking
Custom Dashboard Creation
Excel Plugin Integration
API Connectivity
Data Collection Automation
Details
- Year established: 2011
Highlights and features
- We offer 14 years of specialized expertise in private capital market solutions
- Our platform includes patented analytics for cash flow calculations and scenario modeling
- We provide 24/7 personalized customer support with 98% client retention
- Our team consists of certified experts with decades of combined financial technology experience
- We guarantee seamless integration with existing technology stacks through API connectivity
What people say
Responsive team
Intuitive interface
Transformative efficiency
Advanced analytics
Seamless integration
Services
Portfolio Monitoring
Our portfolio monitoring solution combines business intelligence with user-centric design for private capital markets. The platform enables real-time tracking of financial metrics, KPIs, and performance indicators across multiple investment strategies. With customizable dashboards and automated reporting features, fund managers gain actionable insights while reducing administrative burdens through integrated Excel plugins and API connectivity.
Managed Data Services
Cobalt's Managed Data Services provide white-glove portfolio company data collection with human verification. Our dedicated team handles data entry, validation, and workflow management while maintaining audit trails for compliance. The service integrates with automated collection tools, document storage, and status dashboards to ensure accuracy and efficiency in handling financial metrics, operating data, and supporting documentation from portfolio companies.
Cash Flow Analytics
Advanced cash flow analytics enable precise performance measurement through IRR, TVPI, DVPI, and RVPI calculations. The platform supports scenario modeling, value concentration analysis, and deal scoring analytics with historical tracking capabilities. Users can visualize fund performance metrics, create custom valuation models, and generate LP-ready reports through integrated visualization tools and Excel integration features.
Peer Analysis Tools
Our peer analysis tools facilitate comparative performance evaluation across investment portfolios. The platform enables cross-portfolio analysis, benchmarking against industry standards, and PME modeling for private equity strategies. With access to market intelligence and customizable metrics, firms can assess relative performance, identify trends, and make data-driven investment decisions based on comprehensive comparative analytics.
API Connectivity
Cobalt's API and webhook services enable seamless integration with existing technology ecosystems. The platform connects to CRM systems, accounting platforms, data warehouses, and third-party fund administrators to streamline data management. Our integration capabilities support automated data delivery, real-time information exchange, and enhanced collaboration through secure, scalable connections that maintain data integrity across systems.
People
Jason Weinstein
Chief Executive Officer
Jason leads Cobalt's global growth strategy with 20+ years of experience in financial technology and operations leadership. Former executive at McGraw-Hill Education and Capital IQ, he brings expertise in business expansion and strategic sales leadership to private capital market solutions.
Kelli Stauff
VP of Finance
Kelli oversees Cobalt's financial strategy and investor reporting with 10+ years at PwC as audit leader in New York and London. A certified public accountant with advanced degrees in accounting from Wake Forest University, she manages financial operations and client contract communications.
Emily Monaghan
Chief Technology Officer
Emily directs product development and engineering teams with expertise in SaaS products across data analytics and machine learning. She holds a BA in International Affairs & Economics from George Washington University and drives platform innovation for private capital markets.
Mike Roth
VP of Product
Mike manages product strategy with prior experience at SVG Advisers' private equity fund of funds. A CFA Charterholder with economics expertise from Boston College, he develops features that enhance portfolio reporting efficiency for private equity and venture capital firms.
Viktor Holmqvist
VP of Engineering
Viktor leads Cobalt's Gothenburg engineering team with computer science expertise from Chalmers University. He builds platform features from concept to deployment, bringing technical leadership from previous roles at Techship AB and Gothenburg software firms.
Questions
What services does Cobalt offer for private equity firms?
Cobalt provides portfolio monitoring, managed data services, cash flow analytics, peer analysis tools, and API integration for private equity firms.
How does Cobalt's platform improve portfolio data management?
Our platform combines automated data collection with human verification, customizable dashboards, and advanced analytics to streamline portfolio monitoring.
Can Cobalt integrate with existing financial systems?
Yes, Cobalt's API connects with CRM systems, accounting platforms, and data warehouses for seamless technology integration.
What support options are available for Cobalt users?
We offer 24/7 personalized support with dedicated account teams and technical assistance for platform implementation.
How does Cobalt handle data security and compliance?
Our platform maintains data integrity through audit trails, document storage controls, and secure API connections with encryption protocols.
What investment strategies does Cobalt support?
We support venture capital, buyouts, growth equity, infrastructure, real estate, credit, and fund of funds strategies globally.
