Cobalt
Visit websitePortfolio monitoring from FactSet, used most commonly by smaller private equity firms.
Company Profile
Cobalt is FactSet's portfolio monitoring and fund analytics product for private capital firms. It supports cash flow tracking, portfolio performance analysis, fund-level reporting, and Excel-based workflows used by investment and finance teams.
- Best for
- Institutional firms
- Primary users
- Finance, Investment team
- Workflows
- Portfolio reporting, Fund modeling
- Region & implementation
- Global · Moderate
- Coverage?Coverage describes review depth; evidence shows how the product was evaluated. Select for the full methodology.
- Company profile
- Evidence
- Documentation reviewedCustomer-informed
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