Five Must-Have Dashboards for Well-Run Investment Firms

Real-Time Dashboards Keep Fund Managers From Flying Blind

Cobalt, a FactSet Company, has worked with many of the most sophisticated venture capital and private equity firms to help develop bespoke dashboards on Cobalt’s Portfolio Monitoring Platform to drive smarter investment decisions, improve risk management, and lead to more efficient operations.

This whitepaper highlights the five dashboards that, from our experience, are essential to managing an investment firm. These dashboards aggregate multiple investments and cash flows to look at risk and return for specific funds and the entire management company. Another of our whitepapers outlined the essential dashboards for monitoring individual portfolio companies.

Download the whitepaper today to learn more.

Download the whitepaper