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Oquendo Capital Selects Cobalt, a FactSet Company, for Portfolio Monitoring

August 8, 2023

Cobalt, a FactSet Company and leading portfolio monitoring solutions provider for the private capital industry, announced today that Oquendo Capital, a private debt management firm based in Madrid, Spain, has selected Cobalt to streamline performance reporting and data management.

 

“We evaluated various portfolio monitoring platforms, but Cobalt stood out with its easy-to-use interface and overall configurability,” said Alfonso Erhardt, Founding Partner at Oquendo. “We’re excited to partner with Cobalt to enable more efficient KPI tracking, and to move reporting out of spreadsheets and into a reliable, automated system.” 

 

FactSet's Cobalt Portfolio Monitoring platform is the industry’s first self-service portfolio monitoring solution that combines the sophistication of a business intelligence tool with the approachability of consumer technology software. The platform redefines the portfolio monitoring technology category to meet the widespread demand for sophisticated but intuitive data analysis, performance reporting, and data collection tools in the private capital sector. 

 

“Cobalt allows private equity firms of any investment style to organize and configure their data so it can be used more effectively for reporting,” said Jason Weinstein, Senior Director of Portfolio Monitoring at FactSet, “We’re excited to add Oquendo Capital to our growing client community in Europe.” 

 

About Oquendo Capital 

 

Oquendo Capital is a provider of flexible debt and preferred equity solutions for Southern European mid-market companies. Since its inception in 2007, the firm has invested over 1Bn in more than 80 companies in Spain, France and Italy. The firm currently manages in excess of 1Bn from its Madrid and Paris offices. To learn more about Oquendo, visit https://www.oquendocapital.com/.

About Cobalt, a FactSet Company  

 

Cobalt, a FactSet Company, is private capital’s premiere portfolio monitoring solution. We are the industry’s key to collecting, analyzing, and reporting on fund and portfolio company financial metrics. Private equity and venture capital General Partners use Cobalt’s intuitive technology platform to gain critical operational efficiencies, address increasingly complex LP and management demands, and ultimately, competitively position their firm. Based on clients’ firm size and investment style, Cobalt tailors its suite of solutions to suit their needs. We also place a premium on client service, so our team is available to our clients to identify smart solutions the way they need them. To learn more about Cobalt, visit https://www.cobalt.pe.