FactSet Launches Integrated Cobalt-Valutico Valuation Workflow for Monthly Private Capital Valuations
FDS•FactSet announced a partnership with Valutico to integrate its Cobalt portfolio monitoring platform with Valutico’s purpose-built valuation technology, enabling automated end-to-end workflows. The solution supports monthly private capital valuations across DCF, trading and transaction multiples, LBO and venture methods, returning enterprise value, equity value and waterfall analyses directly into reports.
1. Partnership Launch
FactSet has partnered with Valutico to integrate the valuation specialist’s technology into its Cobalt platform, creating a unified end-to-end workflow for private capital markets.
2. Integrated Workflow Features
Portfolio data from Cobalt flows automatically into Valutico’s platform, where analysts can apply DCF, trading multiples, transaction multiples, venture capital and LBO methodologies; finalized outputs like enterprise value, equity value and waterfall calculations are returned to Cobalt without manual re-entry.
3. Benefits for Clients
The integrated solution addresses industry demands for more frequent and transparent private asset valuations by eliminating data silos and manual processes, enabling firms to produce institutional-grade valuations monthly or more often with full audit trails.
