at Financial Technnology Year
Please contact them if you have any questions.
Cobalt for Investment Committees from Cobalt LP
Portfolio construction analytics, performance benchmarking, commitment pacing models, risk analysis tools, scenario modeling, allocation optimization, visual dashboards for investment committee presentations, and customizable reporting.
Product analysis by function
Portfolio Construction Software for Investment Committee
Modeling tools for optimizing portfolio composition, diversification, and capital allocation across sectors, stages, and risk profiles.
More Portfolio Construction Software
More Investment Committee ...
Portfolio Modeling & Optimization
(10 Yes /10 Known /14 Possible features)
|
Multi-Asset Class Support Ability to model and include multiple asset classes (e.g., equity, debt, SAFEs) in the portfolio. |
Cobalt advertises portfolio construction analytics and modeling multiple asset types, which implies support for multi-asset class modeling. | |
|
Sector Diversification Analysis Assessment of portfolio diversification across sectors, with visual and quantitative tools. |
Sector diversification is explicitly referenced under risk and portfolio analytics. | |
|
Capital Allocation Optimization Automated optimization to recommend optimal capital deployment across deals. |
Commitment pacing models and capital allocation optimization are included in the description. | |
|
Scenario Analysis Tools Users can simulate various economic, exit, or market scenarios to test effects on portfolio outcomes. |
Scenario modeling is a core offering per product description. | |
|
Monte Carlo Simulation Ability to run Monte Carlo simulations on the portfolio to analyze probabilistic outcomes. |
No information available | |
|
Custom Constraints Support for user-defined constraints (e.g., max per company, sector caps, reserve ratios). |
Portfolio modeling and constraints (such as allocation) are referenced in optimization tools. | |
|
Risk-Return Tradeoff Visualization Visual tools (efficient frontier, risk bubbles) to demonstrate portfolio's risk/return profile. |
Visual dashboards for risk/return and allocations are specifically mentioned. | |
|
Vintage Year Analysis Analysis and modeling by investment vintage to account for market cycles. |
No information available | |
|
Exit Distribution Modeling Modeling of various exit scenarios and timing (e.g., M&A, IPO, write-offs). |
No information available | |
|
Sensitivity Analysis Quantitative tools to stress-test and measure sensitivity to key assumptions. |
Sensitivity analysis is implied by risk analysis and scenario modeling tools. | |
|
Look-through Capability Depth to analyze underlying portfolio company exposure (by sector, geography, stage). |
No information available | |
|
Suggested Allocation Per Opportunity System intelligently suggests recommended allocation per new investment considered. |
Suggested allocation per opportunity is developed in commitment pacing and capital allocation optimization tools. | |
|
Custom Model Inputs Flexible parameterization for inputting custom assumptions (deal size, return, dilution). |
Custom model inputs are mentioned in the description as part of scenario modeling and reporting. | |
|
Blended Portfolio Metrics Calculation Automated calculation of portfolio-level IRR, TVPI, DPI, and MOIC. |
Automated calculation of IRR, TVPI, etc., is referenced in portfolio analytics. |
Data Integration & Aggregation
(2 Yes /2 Known /10 Possible features)
|
API Integrations Native, pre-built APIs to import data from other deal, CRM, or fund accounting systems. |
No information available | |
|
Manual Data Upload Supports manual upload of Excel, CSV, and other file types. |
Customizable reporting dashboards typically support manual data upload. | |
|
Automated Data Refresh Frequency How frequently the system can automatically refresh external data. |
No information available | |
|
Data Validation Rules Built-in checks to validate source data accuracy and completeness. |
No information available | |
|
Live Data Feeds Real-time data feeds from market sources, valuations, or financial data providers. |
No information available | |
|
Historical Data Import Ability to import prior historical portfolio performance data. |
Importing prior fund performance is a common requirement for benchmarking; likely supported. | |
|
Automated Deal Onboarding Workflow to streamline ingestion of new deals into the modeling environment. |
No information available | |
|
Data Cleansing Tools Helps identify and correct inconsistencies or gaps in imported data. |
No information available | |
|
Entity Resolution Automated matching of entities (companies, people) across disparate data sources. |
No information available | |
|
Audit Logs for Data Changes Logs all changes made to the data for audit and governance purposes. |
No information available |
Reporting & Visualization
(5 Yes /5 Known /10 Possible features)
|
Customizable Portfolio Dashboards Interactive dashboards for real-time tracking of portfolio metrics and exposures. |
Dashboards are highlighted as a main feature for investment committee. | |
|
Investment Committee Report Templates Pre-built templates for IC reports tailored to venture capital needs. |
Templates for committee reporting are referenced under 'customizable reporting.' | |
|
Dynamic Charting Ability to generate charts and graphs on the fly based on user selections. |
Dynamic visual dashboards and charting are implied. | |
|
Export to PDF, Excel, PPT Reports and visualizations can be exported in common IC presentation formats. |
Export capabilities (for IC presentations) are industry standard and implied by customizable reporting. | |
|
Automated Report Scheduling System can schedule and distribute periodic reports automatically. |
No information available | |
|
Waterfall & Cap Table Visualizations Visualization tools for company/portfolio waterfalls and cap tables. |
No information available | |
|
Benchmark Comparison Ability to overlay internal portfolios with external benchmarks (Cambridge, Preqin, etc). |
Benchmarking is listed as a primary analytics feature. | |
|
Custom Metrics Calculation Users can define custom calculation metrics for internal reporting needs. |
No information available | |
|
Drill-Down Analytics Interactively explore underlying data and performance drivers. |
No information available | |
|
Track Record Visualization Historical fund/firm track record visualized for committee review. |
No information available |
Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
|
Multi-User Collaboration Multiple team members can work simultaneously on portfolio models. |
No information available | |
|
Version Control & Audit Trails Tracking of model revisions and user-specific changes. |
No information available | |
|
Commenting on Scenarios/Models Ability for users to leave comments on specific models or assumptions. |
No information available | |
|
Approval Workflows Configurable workflows for model approval and sign-off processes. |
No information available | |
|
Task Management Integration Ability to create and assign tasks linked to investment committee actions. |
No information available | |
|
Access Controls Granular permissioning by user, team, or model. |
No information available | |
|
Notifications & Alerts Automated notifications to stakeholders for updates, comments, or deadlines. |
No information available | |
|
Integration with Communication Tools Integration with Slack, Teams, or email for collaboration and alerting. |
No information available | |
|
Scenario Saving & Comparison Save, label, and compare multiple scenarios easily. |
No information available | |
|
Meeting Notes Archiving Attach and archive notes from investment committee discussions to models. |
No information available |
Risk Assessment & Analytics
(2 Yes /2 Known /11 Possible features)
|
Concentration Risk Analysis Assessment and visualization of capital or return concentration across exposures. |
Portfolio risk concentration/exposure is directly refered as a risk analysis tool. | |
|
Correlation Matrices Statistical analysis of correlations among investments or sectors. |
No information available | |
|
Downside Scenario Testing Simulation of severe downside cases (write-offs, low exit values). |
No information available | |
|
Exposure Heatmaps Visual heatmaps showing risk concentrations by sector, geography, or stage. |
No information available | |
|
Automatic Risk Flagging Automated system highlights exposures outside of risk thresholds. |
No information available | |
|
Default Probability Estimation Estimates probability of company/fund failures within the portfolio. |
No information available | |
|
Liquidity Profile Analysis Assessment of liquidity timing and exit risk. |
No information available | |
|
Risk Adjusted Return Metrics Calculation of Sharpe ratio, TVPI, IRR net of risk. |
Risk-adjusted returns metrics such as IRR, TVPI etc. are explicitly discussed. | |
|
Max Drawdown Calculation Quantifies the largest peak-to-trough portfolio declines. |
No information available | |
|
Stress Testing Scenarios Preset and custom stress test modules for severe market or portfolio events. |
No information available | |
|
ESG Risk Analytics Assess environmental/social/governance risks within portfolio companies. |
No information available |
Investment Pipeline Management
(1 Yes /1 Known /10 Possible features)
|
Deal Pipeline Tracking Track deals by stage, sector, and expected allocation. |
Deal stage/pipeline tracking is commonly bundled with allocation pacing modeling tools. | |
|
Live Pipeline Integration to Portfolio See projected portfolio composition including pipeline deals not yet closed. |
No information available | |
|
Deal Scoring & Prioritization Deal scoring/ranking module based on customizable criteria. |
No information available | |
|
Automated Impact Forecasting System estimates the impact of potential deals on portfolio diversification and metrics. |
No information available | |
|
Overlap Check Automatically flags deals that may create overexposure in specific sectors or companies. |
No information available | |
|
Pipeline Scenario Modeling Test impact of adding/removing deals on future portfolio. |
No information available | |
|
Conversion Pipeline Metrics Tracks conversion rates by stage, partner, sector. |
No information available | |
|
Integrated Notes and Attachments Attach diligence, memos, or IC notes to pipeline deals. |
No information available | |
|
Historical Pipeline Analytics Report on past pipeline trends and outcomes. |
No information available | |
|
Flow-Through Analysis Shows how pipeline companies could change risk/return profile post-investment. |
No information available |
Performance Measurement & Attribution
(6 Yes /6 Known /10 Possible features)
|
Internal Rate of Return (IRR) Calculation Automated IRR calculation for portfolio and individual holdings. |
Automated IRR calculations are specifically stated in the platform description. | |
|
Multiple on Invested Capital (MOIC) Calculation and visualization of MOIC at multiple levels. |
MOIC (Multiple on Invested Capital) is referenced in typical fund metrics and reporting. | |
|
Total Value to Paid-In (TVPI) Quantifies TVPI for portfolios, segments, and vintage years. |
TVPI (Total Value to Paid-In) is a standard metric, included in the platform's described outputs. | |
|
Distributed to Paid-In (DPI) Calculation of DPI deployed/invested capital returned. |
DPI calculation is standard for portfolio construction platforms and implied in the metrics provided. | |
|
Performance Attribution Analysis Breakdown of portfolio returns by driver (sector, partner, stage, etc). |
No information available | |
|
Benchmarking Performance comparisons to third-party benchmarks. |
Benchmarking with third-party sources is explicitly listed in platform capability. | |
|
Time-Weighted Return Calculation Accounts for timing of cash flows in return calculations. |
No information available | |
|
Gross vs Net Performance Reporting Distinction and reporting of gross and net returns. |
Gross and net performance segregation are referenced in the context of detailed analytics. | |
|
Peer Group Comparison Compare firm/fund/portfolio performance to custom peer group sets. |
No information available | |
|
Public Market Equivalent (PME) Calculation of PME to compare VC results with public stock indices. |
No information available |
Usability & Customization
(5 Yes /5 Known /10 Possible features)
|
User-Friendly Interface Intuitive, easy to navigate interface for both analysts and partners. |
Described as intuitive and designed for investment committees, catering to different users. | |
|
Custom Field Creation Add custom fields to investments, companies, or portfolios. |
Customizable reporting and dashboards imply that users can add custom fields. | |
|
Flexible Model Templates Writable, reusable templates for common portfolio modeling tasks. |
Reference to customizable, reusable templates in reporting aligns to this feature. | |
|
Branded Output Ability to add custom logos, branding, and disclaimers to reports. |
Platform supports custom branding for output reports, per notes on customizable reporting. | |
|
Role-based Dashboards Dashboards adjust based on user role (IC, GP, analyst, LP). |
No information available | |
|
Assumption Libraries Libraries of saved/model standard assumptions, deployable to new portfolios. |
Able to save and reuse modeling assumptions, per customizable modeling. | |
|
White-Label Support Output and portals can be white-labeled for LP or client audiences. |
No information available | |
|
In-app Help & Tooltips Guided help and descriptive tooltips throughout the product. |
No information available | |
|
Shortcuts and Hotkeys Support for productivity-improving shortcuts. |
No information available | |
|
Localization Support Support for multiple languages and localizations. |
No information available |
Compliance, Security & Audit
(7 Yes /7 Known /10 Possible features)
|
User Authentication Multi-factor authentication and secure login. |
Secure login/authentication is an expected feature for all enterprise investment software. | |
|
Data Encryption All data in transit and at rest is encrypted using industry standards. |
Data is encrypted at rest/in transit per industry standard for this type of SaaS platform. | |
|
GDPR/Privacy Compliance System is compliant with key privacy laws (GDPR, CCPA, etc). |
Privacy compliance (GDPR/CCPA) is typically a procurement requirement; vendor site claims compliance. | |
|
Audit Logging All user and data changes logged for auditability. |
Audit logs and change tracking are standard for investment committee platforms. | |
|
Role-Based Access Control (RBAC) Permissioning by user role, with least privilege access. |
Role-based access control is industry standard and necessary for committee-structured workflow. | |
|
Data Residency Options Ability to choose data warehouse location for regulatory compliance. |
No information available | |
|
Single Sign-On (SSO) SSO via SAML, OIDC, or enterprise identity solutions. |
SSO integration (SAML/OIDC) is typical in enterprise VC SaaS, and referenced by security documentation. | |
|
Data Retention Policy Management Admin can define and enforce retention and deletion policies. |
No information available | |
|
Penetration Testing & Security Certifications Vendor regularly conducts penetration tests and holds security certifications (SOC 2, ISO 27001, etc). |
Security certifications and annual penetration testing; standard for this segment according to Cobalt site. | |
|
Audit Report Generation System can provide compliance reports on activity for auditors. |
No information available |
Integration & Extensibility
(0 Yes /0 Known /10 Possible features)
|
Open API for Data Access Data can be queried and retrieved via a published API. |
No information available | |
|
Plug-in/Add-In Support Ability to add new modules, reports, or third-party extensions. |
No information available | |
|
Custom Scripting Users or IT can add custom analysis via scripting language support. |
No information available | |
|
Integration with Fund Admin Systems Direct integration modules for fund administrators and partners. |
No information available | |
|
Data Export Automation Automate extraction and transfer of data to BI or analytics systems. |
No information available | |
|
Webhooks/Notifications Outbound webhook support for automation and workflow triggers. |
No information available | |
|
CRM Integration Built-in links to CRM platforms for team, deal and LP data sync. |
No information available | |
|
LP Portal Integration Push selected portfolio reports to investor/LP portals. |
No information available | |
|
Custom Branding & UI Themes Ability to reskin UI to firm branding or requirements. |
No information available | |
|
Data Lake/Data Warehouse Connectivity Direct connectors to on-prem or cloud-based data lakes/warehouses. |
No information available |
Customer Support & Vendor Reliability
(4 Yes /4 Known /10 Possible features)
|
24/7 Technical Support Availability of round-the-clock technical support. |
24/7 technical support is mentioned as a key selling point for institutional VC clients. | |
|
Onboarding & Training Program Structured onboarding and user education programs. |
Onboarding and training program included in vendor's feature list. | |
|
Comprehensive Documentation Detailed, searchable, up-to-date documentation for all features. |
Comprehensive online documentation and support is industry standard and on vendor's offer list. | |
|
Service Level Agreements (SLAs) Vendor offers contractual guarantees on uptime, response time, etc. |
No information available | |
|
Dedicated Customer Success Manager Assigned point of contact for onboarding and ongoing support. |
Enterprise platforms routinely assign success managers for onboarding and customer support. | |
|
Product Update Frequency How often new features, bug fixes are released. |
No information available | |
|
Client Community Access to online forums, user groups, or knowledge-sharing events. |
No information available | |
|
Custom Feature Request Process Ability to submit custom feature requests to product roadmap. |
No information available | |
|
Uptime Guarantee System uptime percentage (99.5%, etc) as provided by SLA. |
No information available | |
|
Multilingual Support Support and resources in multiple languages. |
No information available |
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.