FactSet helped Heritage Group enhance reporting transparency and reduce manual processes by integrating Cobalt GP into their portfolio monitoring. The Cobalt GP platform streamlined data collection, analysis, and reporting of fund and portfolio company metrics, providing customizable dashboards, automated email sequencing, and advanced analytics. This integration improved efficiency, enabled real-time updates, and supported robust portfolio monitoring tailored to Heritage Group's healthcare venture capital investments, ultimately better serving limited partnerships with timely and accurate insights.

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