About Cobalt
Cobalt is a Technology company based in Boston (United States) founded in 2011, and was acquired by FactSet in October 2021. Portfolio management software is provided for private equity and venture capital. It operates on a SaaS (Software-as-a-Service) model. Cobalt has raised $20 thousand across 1 funding round from investors including FactSet and Techstars. Cobalt offers products and services including Portfolio Monitoring, Benchmarking, and Managed Data Services. Its focus areas include Software and Financial Software. Its legal entity is Cobalt, a FactSet Company. Its competitors include Gen II Fund Services, Fundr and Point Focal; 1 of its 3 listed competitors has raised funding.
Company details
Intuitive portfolio management software is offered by Cobalt for private equity and venture capital firms. Advanced performance analytics, cash flow calculations, and scenario modeling are included in the solutions. Data collection and flexible reporting dashboards are managed seamlessly for internal teams and investors. The platform is designed with user-centric interfaces, supporting management teams, investment professionals, and investor relations. Services are extended across various global locations to cater to diverse private market needs.
Products & Services of Cobalt
Cobalt offers a comprehensive portfolio of products and services, including Portfolio Monitoring, Benchmarking, and Managed Data Services.
Portfolio monitoring solution is provided for private markets.
Benchmarking tools are offered for performance comparison analysis.
Data management services are delivered for private markets.
Funding Insights of Cobalt
Cobalt has successfully raised a total of $20K through 1 strategic funding round. The most recent funding activity was a Seed round of $20 thousand completed in June 2012. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $20,000
- Total Rounds 1
- Last Round Seed — $20,000
- First Round $20,000
(Jun 2012)
- Investors Count 1
All 1 funding rounds of Cobalt with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2012 | $20,000 | Seed | – | Techstars | – |
2 investors in total: 2 institutional.
Investors in Cobalt
Cobalt has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include FactSet and Techstars.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Startups are accelerated globally without sector restrictions through structured programs. | 2006 | techstars.com | New York, United States | |
Financial data and analytics solutions are provided for investment professionals. | 1978 | factset.com | Norwalk, United States |
Investor details for Cobalt
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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Verified entity values are shown only after access is granted.
People of Cobalt
11 people are tracked at Cobalt (5 in leadership, 6 in team).
| Name | Role | Group |
|---|---|---|
Jason Weinstein | Chief Executive Officer | Leadership |
Dan Mistretta | VP, Sales Engineering | Leadership |
Emily Monaghan | Chief Technology Officer/Chief Product Officer | Leadership |
Pat Lyons | Vice President, Sales | Leadership |
Kelli Stauff | VP Finance | Leadership |
Noah Zhang | Software Engineer II | Team |
Renée Gyllensvaan | Software Engineer | Team |
Simon Petersson | Lead Software Engineer | Team |
Freeman Senecharles | Senior Software Developer | Team |
Jonathan Nilsfors | Engineering Manager | Team |
Marcus Berggren | Lead Software Engineer | Team |
Complete people profiles for Cobalt
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
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Timeline of Cobalt
3 dated milestones of Cobalt across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Cobalt is founded.
- Funding First funding round of $20K.
- Exit Acquired by FactSet.
Competitors of Cobalt
Cobalt has 3 listed competitors in our database, 1 of them funded. They include Gen II Fund Services, Fundr and Point Focal.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| gen2fund.com | 2009 | New York, United States | Private equity fund administration services are provided with technology optimization. | |||
| fundr.ai | 2018 | Austin, United States | $1M | Fundraising platform for startups and corporates | ||
| pointfocal.com | 2017 | Boston, United States | An AI-powered platform providing decision support software. |
Detailed competitors of Cobalt
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of Cobalt
The website of Cobalt (cobalt.pe) receives about 4.7K visits a month.
- Monthly visits4.7K
▲ 23.6% vs previous month
Websites whose visitors overlap most with Cobalt. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| cobalt-ventures.com | 100% | #11,863,069 | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Cobalt (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Cobalt
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Frequently Asked Questions about Cobalt
Cobalt was founded in 2011 and raised its 1st funding round 1 year after it was founded.
Cobalt is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Cobalt is a funded company, having raised a total of $20K across 1 funding round to date. The company's 1st funding round was a Seed of $20K, raised on Jun 2012.
Intuitive portfolio management software is offered by Cobalt for private equity and venture capital firms. Advanced performance analytics, cash flow calculations, and scenario modeling are included in the solutions. Data collection and flexible reporting dashboards are managed seamlessly for internal teams and investors. The platform is designed with user-centric interfaces, supporting management teams, investment professionals, and investor relations. Services are extended across various global locations to cater to diverse private market needs.
Cobalt's top competitors include Gen II Fund Services, Fundr and Point Focal.
Cobalt offers Portfolio Monitoring, Benchmarking, and Managed Data Services.
Cobalt operates through Cobalt, A Factset Company.
Yes. Cobalt was acquired by FactSet in October 2021.