Portfolio monitoring solution that integrates fund and portfolio company data, performance metrics, benchmarking, and analytics. Provides cash flow analysis, commitment tracking, document management, and customizable reporting capabilities for VC firms.
Dashboards and reporting tools tracking key metrics, milestone achievement, and financial performance across the entire investment portfolio.
More Portfolio Monitoring Platforms
More Portfolio Management ...
|
API Integrations Supports connecting to external data sources (e.g., accounting platforms, CRM, bank feeds) via APIs. |
Cobalt LP advertises integrations with external data sources, including fund admin, custodians, and data partners. | |
|
Automated Data Imports Ability to schedule and automate data imports from multiple sources. |
Documentation and marketing indicate the ability to schedule and automate data imports from multiple sources. | |
|
Manual Data Entry Allows users to manually input or adjust data if automatic feeds are unavailable. |
Manual adjustments, including manual data entry and data verification, are supported per marketing and documentation. | |
|
Data Cleaning Tools Provides tools to validate, deduplicate, and standardize imported data. |
Data validation, deduplication and normalization is referenced in support documentation for data quality and accuracy. | |
|
Data Consolidation Combines disparate datasets from multiple sources into a single portfolio view. |
The platform offers consolidated views of fund and company performance from multiple data sources. | |
|
Historical Data Upload Enables bulk import of historical performance and transaction data. |
Bulk historical data import for cash flows, NAVs, and commitments is listed as a key capability. | |
|
Custom Data Mapping Supports customizable mapping of new or unique data fields to standard platform fields. |
Custom field/data mapping is marketed to support unique client data requirements. | |
|
Frequency of Data Sync How often the platform can synchronize data with external sources. |
No information available | |
|
Data Validation Rules Customizable logic for automated data quality checks and alerts. |
Automated quality checks and alerts for data issues mentioned in onboarding and data management documentation. | |
|
Data Export Capabilities Allows data to be easily exported for analysis in external tools. |
Export to Excel, PDF and reporting APIs indicated as core reporting features. |
|
Customizable Dashboards Users can create dashboards tailored to their needs and preferences. |
Dashboards are customizable for different VC/fund team needs per marketing materials. | |
|
Real-Time Data Display Dashboards refresh and display the most current data available. |
Marketing emphasizes up-to-date performance views; dashboards are designed for real-time or near-real-time operation. | |
|
Drill-Down Capability Allows navigation from high-level metrics to detailed underlying data. |
Dashboards allow users to drill into underlying portfolio or transaction details. | |
|
Preset Templates Offers ready-made dashboard templates for common portfolio views. |
Preset and industry-standard reporting templates are available. | |
|
Multi-Portfolio Views Ability to display and compare metrics across multiple funds or portfolios. |
Supports multi-fund and multi-portfolio comparisons. | |
|
Data Visualization Types Range of available visualizations (e.g., charts, graphs, heatmaps). |
No information available | |
|
KPI Widgets Predefined widgets displaying key metrics (IRR, TVPI, MOIC, etc.). |
Pre-built widgets for standard VC metrics like IRR, TVPI, DPI are part of the dashboards. | |
|
Mobile Responsive Dashboards can be accessed and used effectively via mobile devices. |
Platform is advertised as mobile-friendly and accessible on mobile devices. | |
|
Custom Color Schemes Supports personalized branding via custom color palettes and logos. |
Custom branding and colors are supported for dashboards and reports. | |
|
Export & Sharing Options Can export dashboard views or embed them into presentations/reports. |
Dashboard and report exports, including PDF downloads, email sharing and links, are advertised. |
|
Financial Performance Metrics Automatic calculation of IRR, TVPI, DPI, MOIC and other common VC metrics. |
Automatic calculation and tracking of fund and company-level VC metrics is a core feature. | |
|
Operational KPIs Tracks operational metrics such as burn rate, runway, ARR, MRR, etc. |
Operational KPIs (ARR, MRR, runway) are advertised as tracked in the platform. | |
|
Milestone Tracking Track achievement of milestones for each portfolio company. |
Milestone and company progress tracking is supported for portfolio monitoring. | |
|
Custom Metrics Definition Users can define custom metrics specific to their portfolio or strategy. |
Allows users to define and report on custom metrics per fund or company. | |
|
Automatic Metric Updates Metrics are auto-updated when new data is loaded. |
All tracked metrics automatically refresh with new data loads. | |
|
Benchmarking Tools Compare metrics against industry benchmarks or peer groups. |
Benchmarking tools for peer and market comparison are marketed as differentiators. | |
|
Trend Analysis Visualizes changes in metrics over time. |
Dashboards provide historical trend analysis for key metrics. | |
|
Alerting on KPI Variance Configurable notifications when metrics cross critical thresholds. |
Configurable KPI variance alerts are included as reporting and notification features. | |
|
Scenario Modeling Simulate effects of various growth, fundraising, or exit scenarios on metrics. |
Scenario modeling for exit, fundraising, and growth scenarios offered in analytics module. | |
|
Tagging & Grouping Tag companies and group data for custom cohort analysis. |
Cohort and tag/group analysis functions are standard for portfolio reporting. |
|
Scheduled Reporting Generate and distribute reports automatically on a set schedule. |
Platform can generate and distribute scheduled reports automatically. | |
|
Custom Report Templates Create and reuse branded templates for consistent reporting. |
Branded, reusable report templates are available and highlighted in demos. | |
|
Drag & Drop Report Builder User-friendly interface for assembling custom reports from data widgets. |
Report design is via drag-and-drop interface per marketing and demo videos. | |
|
Collaboration Tools Allows teams to comment on, edit, and share draft reports. |
Team collaboration on documents/reports enabled (comment, share, edit). | |
|
PDF and Excel Export Export reports to common formats for distribution or further analysis. |
PDF and Excel export for reports is a core platform function. | |
|
Direct Sharing/Email Send reports directly from within the platform via email or link sharing. |
Email and link sharing of reports is available. | |
|
Audit Trail of Reports Keeps version history and access logs for compliance. |
No information available | |
|
Watermarking & Security Controls Add watermarks and restrict access to sensitive reports. |
Watermarking, document security and role permissions are described in Cobalt's documentation. | |
|
Multi-Language Support Generate reports in multiple languages to serve global LPs. |
No information available | |
|
Dynamic Text Fields Include dynamic narrative text in reports that updates with data changes. |
Dynamic fields in reports, including narrative and commentary, are supported. |
|
Task Management Assign and track tasks related to data collection, reporting, or follow-ups. |
Task assignment and monitoring are part of the collaboration module. | |
|
Commenting & Annotations Users can comment or annotate on charts, metrics, and reports. |
Commenting/annotations on charts, tables, and reports are supported. | |
|
Role-Based Access Set permissions on data and feature access by user role. |
Role-based access controls, including data, feature, and reporting permissions, are covered in security documentation. | |
|
Calendar Integration Integrate tasks and reporting schedules with external calendars. |
No information available | |
|
Notification System Configurable alerts for important tasks, updates, or metric changes. |
Notifications for tasks, reports, and critical updates are highlighted in product videos. | |
|
Approval Workflows Require and track approvals for critical edits and report releases. |
Approval workflows for report releases and major edits are described in product documentation. | |
|
Shared Workspaces Dedicated spaces for team projects, dashboards, or company reviews. |
Shared digital workspaces for project teams and fund management activities are marketed. | |
|
Version Control Track changes and maintain history of edits to data and reports. |
Version history and audit logs for data and report edits are available. | |
|
In-Platform Messaging Secure chat or messaging features for collaboration within the platform. |
Secure, in-platform messaging discussed in product security features. | |
|
External User Invites Allows portfolio companies or advisors to access select dashboards or uploads. |
LPs, portfolio companies, and advisors can be invited as external users with permissioned access. |
|
Data Encryption All data is encrypted at rest and in transit. |
Data is encrypted at rest and in transit according to product security claims. | |
|
Two-Factor Authentication Supports 2FA for all user logins. |
Two-Factor Authentication (2FA) login supported. | |
|
SSO/SAML Integration Supports Single Sign-On for enterprise identity management. |
SSO/SAML integration for large enterprise clients is listed among authentication features. | |
|
Activity Logging Detailed audit trail of all user activity and data changes. |
Detailed activity and change logs maintained for compliance and security. | |
|
GDPR Compliance Structured for compliance with major data privacy laws (incl. GDPR, CCPA, etc.). |
GDPR, CCPA and similar compliance frameworks cited in platform compliance materials. | |
|
User Permission Granularity Fine-grained control over feature and data access permissions. |
Granular permission settings per user and role are supported. | |
|
Data Residency Options Allows selection of preferred data storage regions for compliance. |
EU/US/AUS cloud region data residency available via AWS and Azure. | |
|
Regular Vulnerability Scanning Conducts frequent automated security scans and external audits. |
No information available | |
|
Disaster Recovery Plan Has robust policies and backups for business continuity. |
Disaster recovery and business continuity programs described in documentation and legal agreements. | |
|
Role Auditing Tools Facilities for regular review of user roles and permissions. |
User roles and permissions are subject to regular auditing as per compliance materials. |
|
Custom Field Creation Users can add and define new fields for data entry and reporting. |
Users can define/extend data model with custom fields for all core entities. | |
|
Custom Workflows Configure specific workflows to match the firm’s investment processes. |
Workflow engine can be customized to support unique review and reporting processes. | |
|
Branding Support Platform can be customized to reflect the firm’s logo and style. |
Vendor provides logo/color customization for platform branding. | |
|
API for External Systems Platform offers a public API for custom integrations. |
APIs and webhooks for integrating with external systems are available. | |
|
Plugins/Marketplace Supports third-party extensions or plugins for added functionality. |
No information available | |
|
Custom Report Layouts Design and implement unique report structures as needed. |
Report layouts and content can be fully customized per fund/client. | |
|
White Labeling Full white-label options for client-facing interfaces. |
White-label options are available for client-facing dashboards and portals. | |
|
Scriptable Automation Allows scripting/automation of repetitive or complex processes. |
No information available | |
|
Support for Multiple Currencies Track and report in multiple currencies with conversion tools. |
Multi-currency support with FX conversion is highlighted for cross-border/private markets investing. | |
|
User-Defined Triggers Set custom triggers to automate alerts or workflow steps. |
No information available |
|
Portfolio Company Portal Portal for company management teams to enter data and receive feedback. |
Portfolio company portal for data uploading and communications is available. | |
|
Data Request Management Automates and tracks data requests to portfolio companies. |
The system automates and tracks data requests to portfolio companies. | |
|
Progress Surveys Send customizable surveys to companies to capture qualitative and quantitative updates. |
Supports qualitative/quantitative progress surveys for portfolio companies. | |
|
Pre-Population of Fields Pre-fills returning surveys with prior data to reduce company workload. |
No information available | |
|
Feedback Loop Systems to share analysis, trends, or benchmarks back to each company. |
Benchmark/feedback reports can be automatically shared with portfolio companies. | |
|
Document Uploads Companies can attach supporting documentation through the platform. |
Supports document uploads from portfolio companies. | |
|
Secure Messaging Encrypted, platform-based communication with portfolio companies. |
End-to-end encryption and secure messaging options for portfolio companies. | |
|
Deadline Reminders Automatic deadline reminders sent to company users. |
Platform delivers automated deadline reminders to company contacts. | |
|
Participation Tracking Tracks participation and response rates across companies. |
Participation and response rates from companies are tracked. | |
|
Permissioned Data Sharing Control which data is visible to company teams vs. investors. |
Permission controls for company/investor views of data are documented. |
|
Concurrent User Support Maximum number of users who can be actively logged in simultaneously. |
No information available | |
|
Uptime Guarantee SLA percentage for minimum platform uptime. |
No information available | |
|
Max Portfolio Size Total number of companies the platform can effectively support. |
No information available | |
|
Report Generation Speed Average time to prepare standard portfolio reports. |
No information available | |
|
Query Response Time Average data query (dashboard refresh) response time. |
No information available | |
|
Bulk Data Processing Ability to import/export large batches of data efficiently. |
Bulk, high-volume data import and export functionalities are marketed as supporting administrator workloads. | |
|
Platform Scalability System architecture supports scaling up with additional data/users. |
Supports scaling to multi-fund/multi-portfolio clients and data volumes. | |
|
Cloud Hosting Platform is hosted in a secure and scalable cloud environment. |
Cloud hosted with SOC2, ISO27001 certified cloud providers. | |
|
Load Balancing Employs techniques to distribute load for optimal performance. |
Cloud infrastructure utilizes load balancing for performance and uptime. | |
|
Regular Performance Reviews Provider supports periodic performance monitoring and optimization. |
No information available |
|
Dedicated Account Manager A specific person/team for ongoing account support. |
Dedicated account managers and CSMs assigned to each client. | |
|
Onboarding Services Structured onboarding for initial data migration and process setup. |
Structured onboarding program listed as part of client services. | |
|
Knowledge Base/Documentation Comprehensive and up-to-date support articles and user guides. |
Extensive online knowledge base and documentation is available. | |
|
Live Chat Support Real-time chat support during business hours. |
In-app/live chat support is available for real-time issue resolution. | |
|
24/7 Emergency Support Around-the-clock emergency technical support. |
24/7 emergency support listed for technical issues and data continuity. | |
|
Training Programs Structured user training (live sessions, videos, webinars). |
User and administrator training (videos, documentation, webinars) available. | |
|
Community Forums Active online forums for best practices sharing and issue resolution. |
No information available | |
|
Feedback & Roadmap Input Channel for users to propose and vote on new feature ideas. |
Customers can suggest new product ideas and vote on roadmap direction. | |
|
Implementation Time Typical number of weeks/months to complete initial implementation. |
No information available | |
|
Data Migration Assistance Provider assists in migrating historical data from other systems. |
Cobalt LP provides hands-on migration support during onboarding. |
|
Transparent Pricing All pricing is published or explained clearly before purchase. |
Pricing and contract terms are presented transparently during sales process. | |
|
Tiered Subscription Models Pricing options based on number of users, portfolios, or features. |
Tiered pricing by user, fund, or feature is available. | |
|
Volume/Portfolio Discounts Discounts available for larger portfolios or multiple funds. |
Volume and multi-fund discounts available for large clients. | |
|
Annual/Monthly Billing Options Allows flexibility in billing cycles. |
Flexible billing cycles (annual, monthly) are standard options. | |
|
No Long-Term Lock-In Option for month-to-month or pay-as-you-go contracts. |
Month-to-month and pay-as-you-go contracts available. | |
|
Free Trial/POC Option to trial the platform before committing. |
Free trial or proof-of-concept is available on request. | |
|
Custom Contract Options Negotiable contract terms (i.e., for migrations, custom integrations, or pilots). |
Custom contract terms (for pilots, integrations, migrations) are negotiable. | |
|
Simple per-User/Company Fees Easy-to-understand fee structures per user, company, or LP. |
Simple, per-user and per-fund/company fee structures available. | |
|
Implementation Costs Published Any onboarding or setup costs are clearly described. |
All setup/onboarding costs are documented and published in contracts. | |
|
Cancellation Policy Clear, fair policy on contract termination and refunds. |
Clear contract cancellation and refund terms are included in master service agreements. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.