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Cobalt GP 365 (Beta)

by FactSet

Interact with Cobalt GP from Excel.

The Cobalt 365 add-in, now in beta, enhances your data management, designed to complement your investment data workflow. Effortlessly synchronize data between Excel and the Cobalt GP platform for efficient portfolio monitoring and analysis.

Features:

Extract and Import Data: Retrieve detailed financials, attributes, and performance metrics for investments and funds directly into Excel from Cobalt GP.

Upload and Update Data: Push data from Excel models back to the Cobalt GP platform, ensuring seamless portfolio updates.

Formula Builder: Utilize our user-friendly Formula Builder for enhanced analysis and direct application within your worksheets.

About Cobalt GP:

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

Access and Beta Program:

We are doing a beta pre-release for selected users to test new features and provide feedback. It's a step before the full launch intended to gather user insights and identify any bugs or issues.

The beta is open to organizations with active Cobalt GP subscriptions, managed by your organization’s administrator.

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance

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