What they say they do
Cobalt describes AI-powered portfolio monitoring for GPs, with agentic document ingestion of portfolio company files, dashboards, a valuation workflow via FactSet's partnership with Valutico, and automated LP reporting.
Capabilities
- financial extraction · source: www.cobalt.pe
- portfolio monitoring · source: www.cobalt.pe
- valuation · source: www.cobalt.pe
- lp reporting · source: www.cobalt.pe
Use cases this maps to
- PCT-001 Every loan a BDC marks below 90 cents, ranked and linked to the filing via portfolio monitoring
- PCT-007 Don't trust the compliance cert: re-run the covenant math from the monthly pack, automatically via financial extraction
- PCT-013 Soft credit events, read overnight: every amendment, waiver, PIK toggle and extension in your book via portfolio monitoring
- PCT-027 Shadow-rate a borrower on the agency's own grid, then re-score your internal ratings when financials land via portfolio monitoring
- PCT-034 The SEC asked how you calibrate your marks. An agent builds the evidence pack for every Level 3 loan via valuation
- PCT-038 Credit secondaries: price a 150-loan tape in an afternoon, with every mark benchmarked to public BDC marks via valuation
- PCT-068 Pricing a private credit LP stake: reconcile the bid to the advisers' surveys and the underlying marks via valuation
- PCT-071 Every borrower's quarterly pack, spread into one monitoring model: covenant headroom tracked quarter by quarter via financial extraction
- PCT-076 Early-warning brief across the book: financials, reporting behaviour, requests and news in one cited watchlist draft via portfolio monitoring
- PCT-077 LP reporting: map the fund ledger to the ILPA Reporting Template and draft DDQ answers from approved documents via lp reporting
Vendor? Request a correction. If something here is out of date, email admin@privatecredittech.com and we'll fix it against your public site.