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White Paper


ULTIMATE GUIDE TO PORTFOLIO MONITORING SOFTWARE



HOW CAN PE AND VC FIRMS CHOOSE THE RIGHT SYSTEM TO ENHANCE EFFICIENCY AND
PERFORMANCE? 

Growth spurs private equity and venture capital firms to seek automated
solutions to replace manual work. But with no shortage of contenders,
identifying the right software to achieve operational efficiency is not simple. 

In this white paper, we present a three-part roadmap (with checklists) for
approaching this decision

 * Part 1: Setting goals. What do you hope this software will accomplish? 
 * Part 2: Evaluating processes. What do your existing processes encompass—and
   where are they falling short? 
 * Part 3: Evaluating vendors. How well would various systems meet your needs? 

Each section of “The Ultimate Guide to Portfolio Monitoring Software” is
populated by questions that prompt deep and thorough thinking around this
important choice.

Download the guide today to get started with selecting the software that’s right
for your firm. 

DOWNLOAD THE GUIDE

 



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 * Solutions
   * Portfolio Monitoring
   * Benchmarking Data
   * Managed Data Services
 * Why Cobalt
   * About Cobalt
   * Our Partners
   * About FactSet
 * News & Resources
   * Resources
   * News
   * Cobalt Blog
   * Service Status
 * Get in Touch
   * Contact Us
   * Request Demo

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