FactSet’s portfolio monitoring capabilities, especially through the Cobalt platform, helped Underscore VC automate and centralize its data distribution. The platform provides customizable dashboards, automated reporting, advanced analytics, and flexible metric tracking. It streamlines data collection with email sequencing, Excel plug-ins, and APIs, reducing manual work and allowing real-time data updates. This automation saved time, improved data accuracy, and enabled Underscore VC to focus more on growth and strategic decision-making across its venture capital portfolio.

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