Portfolio monitoring built for private capital managers, not generic investors.
Private equity and venture capital firms managing portfolio company data at scale face a familiar problem: critical information spread across spreadsheets, disconnected databases, and manual processes that consume time without producing insight. Cobalt, a FactSet company founded in 2011, was built specifically to replace that infrastructure with a purpose-built portfolio monitoring platform for private capital managers. Hamilton Lane joined its development mission in 2016, and the platform has since been deployed to more than 100 firms across strategies including venture, buyout, growth equity, infrastructure, real estate, credit, and fund of funds.
Family offices with GP relationships or in-house private equity programs will find Cobalt most relevant if they are managing portfolio company data directly rather than evaluating fund-level positions through an LP lens. The platform centers on an in-platform analytics engine that runs:
Data collection tools feed into customizable reporting dashboards built for internal teams, LPs, and investors alike. An Excel plug-in supports ILPA template automation, valuation modeling, and financial statement development for teams that cannot fully abandon spreadsheet workflows. Users can define their own KPIs and configure dashboards by role, which means investment professionals, finance teams, and investor relations staff each access views calibrated to their needs.
Cobalt is a focused point product rather than a suite, which means firms seeking a single platform covering CRM, fund accounting, and LP management alongside portfolio monitoring will need to integrate multiple tools. Pricing is not publicly disclosed. The platform is primarily positioned for GP-side private capital managers, so LPs or family offices evaluating fund performance from an investor perspective may find the feature set misaligned with their specific workflow.
We've been held hostage by our own data due to an over-reliance on spreadsheets and maintaining disparate databases. By creating a single architecture for all our data, and combining it with Cobalt's market intel, we are more efficient and can learn faster.
On Cobalt, from a family-office user
Built for Investment Teams, Finance / Accounting Teams, Fund Managers.
Dedicated client support via email ([email protected]); described by clients as highly responsive with a service-oriented team.