March 27, 2020
Understanding Historic IRR by Vintage Year within the Private Markets When we look at historic IRR by vintage year, private equity funds have the highest returns in each of the past ten vintage years. Historically, private equity has higher returns relative to credit and real assets because it is a[...]
March 23, 2020
Cobalt LP has just updated our deal level benchmark through September 30, 2019. Leverage this updated benchmark in the following ways and more: During diligence, compare a manager's historic acquisition multiples at entry to the broader market Dive deep across four layers of GICS to access multiples specific to the[...]
March 16, 2020
Investors in the private markets are typically focused on private markets performance in two ways: How have the private markets performed? How does that performance compare to the public markets? Using Cobalt LP’s benchmark and industry-level data, we’re able to take a look at both of these areas. Private Markets[...]
November 19, 2019
On Wednesday, November 6th, Cobalt & MVision Private Equity Advisers co-hosted an event around how GPs and LPs can bridge the data gap. This event featured Jim Strang, Managing Director and Head of EMEA for Hamilton Lane, and Chris Davison, Partner at Permira, discussing the attraction of European investments, the[…]
July 19, 2019
The 20 largest funds raised each year have represented a larger portion of total private markets fundraising, but we are still off peak levels.
May 14, 2019
Many LPs are already leveraging Private Market Equivalents (PMEs) for portfolio analytics. However, Cobalt LP shares the value in leveraging PMEs for industry-level analysis as a whole.
February 13, 2019
Explore a sample of the Market Analysis intelligence from the Cobalt LP platform. These 4Q 2018 Market Insights are just a small portion of our comprehensive market data used by investors to drive portfolio construction and investment decisions.
January 7, 2019
As limited partners needs evolve, they need to understand the potential variation in cash flows that a general partner is reporting. Cobalt LP’s Cash Flow Fundamentals white paper covers how to categorize and find the proper values.