Cobalt GP 365 (Beta)

Cobalt 365 Add-in brings seamless integration between Excel and the Cobalt GP platform, streamlining portfolio monitoring, analysis, and data management for private equity and venture capital professionals.

Key Features:

• Cross-Platform Compatibility: Use Cobalt 365 across Windows, Mac, and browser-based Excel.
• Extract and Import Data: Retrieve detailed financials, attributes, and performance metrics for your investments and funds directly into Excel from Cobalt GP.
• Upload and Update Data: Push data and calculated results from your Excel models back to the Cobalt GP platform for real-time, seamless portfolio management.
• Integrated Formula Builder: Utilize a user-friendly Formula Builder for enhanced analysis, now rebuilt for reliability and consistency.
• Rich Text Support: Fetch and update bold, italic, underlined, and bulleted custom fields and investment updates—so your reporting looks professional and clear.
• Audit Trail Capabilities: View and export a complete history of data changes directly in Excel, supporting compliance and collaboration.
• Built-in Help and Support: Access our knowledge base and chat support within Excel for instant assistance as you work.

About Cobalt GP:

Cobalt is a leading platform for private equity and venture capital firms, providing personalized fund data, robust analytics, and on-demand reporting. Visit the Cobalt Website for more information.

Eligibility:

The Cobalt 365 Add-in is available to organizations with active Cobalt GP subscriptions. Access is managed by your organization’s administrator.

Support and Feedback:

We are committed to continual improvement—please reach out with questions or feedback to cobalt.support@factset.com.