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The GP’s Guide to Firm Productivity

White Paper

How Portfolio Monitoring Technology Can Turbocharge Your Staff

Is your firm getting the most value out of the very talented (and expensive) professionals it hires? Just look at the spreadsheets, and you’ll find all the hidden inefficiencies at a private equity firm.  

The way out of this morass is via portfolio monitoring software specifically designed to monitor investments and cash flows.

Create a single source of truth for firm data and eliminate mindless busy work with automations for:
 

  • Portfolio Company Reporting 
  • Portfolio Review 
  • Valuations 
  • Financial Accounting 
  • Investor Inquiries
  • Investor Reporting 

In this guide, we show how Cobalt’s portfolio monitoring software can improve the efficiency of every department in a private equity firm, including deal, finance, and investor relations teams. Download the white paper today to learn more.  

Download the white paper