Learn more about Cobalt and FactSet’s Solutions for Private Market Firms

Now, more than ever, private market firms have a growing need for a complete workflow solution that connects differentiated data with sophisticated tracking and portfolio reporting.

Cobalt’s Portfolio Monitoring platform provides private market firms with intuitive technology for collecting, analyzing, and reporting on fund and portfolio company data. FactSet is a global provider of integrated financial information, analytical applications, and industry-leading service. 

Together, Cobalt and Factset will deliver an end-to-end solution for private market firms to simplify their investment processes. The features and benefits of Cobalt, a FactSet company, include:

  • Advanced data & cash flow analytics
  • Personalized fund and portfolio dashboards
  • Flexible, recurring performance reporting
  • Top-tier data sets & investor intelligence
  • Excel plug-in & APIs
  • Dedicated client support and consulting

And so much more. Schedule a call to learn about Cobalt + FactSet's Private Market solutions.


Cobalt, a FactSet company, is private capital’s key to collecting, analyzing, and reporting on fund and portfolio company financial metrics. Private equity and venture capital funds use Cobalt’s intuitive technology platform to gain critical operational efficiencies, address increasingly complex LP and management demands, and, ultimately, competitively position their firm. Based on our clients’ firm size and investment style, Cobalt tailors a suite of solutions spanning portfolio monitoring, investor relations services, and benchmarking analysis tools. We also place a premium on client service, so our team is available to our clients to troubleshoot or identify a smart solution the way they need it