Custom metrics and KPI tracking
It all starts with good data. Whether you are creating new metrics, or updating your numbers, Cobalt provides total flexibility to track the metrics and KPIs relevant to each of your investments.

Flexible data collection options
Some call it “data ingestion.” The rest of us call it getting your portfolio company data and fund metrics in a central database to serve as a single source of truth for your firm.

Dashboards, reporting, and advanced analytics
From quarterly reporting to ad hoc analysis, Cobalt serves up your performance data the way you need. Translation: no more logging between cumbersome Excel spreadsheet or creating complex pivot tables to get the job done.

Excel plug-in
Cobalt’s Excel Plug-in helps you model valuations, automatically populate LP reporting templates, and create ad-hoc reports, all on demand.

Cobalt’s API and data delivery services
Cobalt API and webhook services seamlessly integrate your mission-critical platforms so you can unlock the strategic potential of your data off-platform. Our Data Delivery Services take that one step further by streamlining data management for storing and analysis, leading to easier collaboration, scalability, and accelerated insights.