Cobalt GP

Founded by William Bendezu in 2020

Track, analyze, and report on private capital portfolio company performance metrics and valuations

Pricing model

Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Cobalt to collect, monitor, and report financial metrics across private equity and venture capital portfolio companies. It extracts and standardizes unstructured data from financial statements, spreadsheets, and investor updates into audit-ready datasets. You can build custom dashboards to track key performance indicators, flag operational risks, and analyze business growth trends in real time. It connects directly with valuation services to produce defensible valuations, while automated reporting features let you generate standardized reports for limited partners with minimal manual effort.

What Cobalt GP does

Extract financial data from portfolio company documentsBuild custom performance dashboards for private fundsGenerate recurring limited partner reportsTrack financial and ESG key performance indicatorsSync asset financials directly to valuation toolsExport consolidated portfolio metrics to ExcelAutomated document ingestion that extracts and normalizes file dataCustomizable role-based dashboards for fund and asset performanceDirect integration with Valutico for automated valuation workflowsStandardized LP reporting templates with audit-ready documentationReal-time KPI and financial metric tracking across portfolio companiesData export directly into Microsoft Excel for custom financial models

Pricing breakdown

Pricing model: Paid

Frequently asked

Microsoft Excel

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