Advanced Portfolio Management, Powered by a Leading Investor in the Private Markets
- Guided by 30+ years of industry experience and an ethos of innovation, we are committed to building and curating a cutting-edge investment toolkit for ourselves and our clients.
- Anchored by our proprietary Cobalt LP™ software, our Technology Solutions can power your private markets research, investment diligence, portfolio construction and analytics.
- Ultimately, our solutions are designed to help you make pre- and post-investment decisions with greater confidence, precision and insight.
Looking to unlock the private markets - and your portfolio's potential?
We couple leading technology with comprehensive private markets data and investment due diligence to provide you with the same insights and tools leveraged by our global investment team. Through this lens, we explore a handful of questions that are top of mind for investors.
- Would you rather base your investment decisions on intuition or leverage decades of market intelligence?
- How clear is your view of your portfolio's performance?
- Is your portfolio ready to weather a potential storm?
- How will you pick the next winner in your portfolio?
Benchmarking in Private Equity
Benchmarking in this asset class is one of the most challenging tasks facing investors. Learn which qualities make a “good” benchmark and how to apply these principles to your organization's portfolio.
What is the Horizon Model?
It can be difficult for private markets investors to manage their portfolio's liquidity and plan for the future. Learn how our forecasting model can help investors expertly assess cash flows and develop a commitment plan.
Public Market Equivalent (PME)
PME analysis allows investors to make direct comparisons between private markets funds and public benchmarks. The intuition behind PME analysis is simple but the application can be challenging.
Make informed, data-driven decisions at each step of the investment process.
- Investment Diligence & Selection: Conduct in-depth analysis on funds in market and review extensive quantitative and qualitative insights collected by our global investment team.
- Private Markets Intelligence: Review comprehensive, quality and timely private markets data, including transparent fund and deal level benchmarks
- Comparison & Benchmark Analysis: Group and filter a portfolio to build custom analysis, benchmark against public and private markets and uncover value drivers
- Digital Resources & Education: Tap into our growing collection of private markets research, videos and training guides compiled by our experts around the world
- Hands-on Diligence Support: Access final investment and operational due diligence reports and work with a portfolio strategist
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55,700+
Funds Across All Private Markets
147,500+
Portfolio Companies
13,350+
Unique General Partners
*As of 9/30/2023
Capture value-driving insights, manage risk and plan for tomorrow.
- Portfolio Allocation Analysis: Evaluate the return and risk metrics of different private market strategies and sectors to inform portfolio construction decisions
- Forecasting & Planning: Leverage our proprietary, data-driven (the Horizon Model™) to stress-test your portfolio, project cash flows and solve for commitment plans
- AI-Enabled Data Collection: Fast and accurate data processing across all three levels of reporting, including relevant operating metrics.
- Portfolio Reporting: Utilize leading front- and back-end technology to gain an accurate snapshot of your portfolio's current performance
- Dedicated Client Success: Partner with our industry, data and technology experts to streamline your processes and reduce your administrative burden
Our portfolio reporting & analytics solutions combine leading technology with expert operational support.
Differentiated Thinking, Differentiated Results
Griff Norville, Managing Director and Head of Technology Solutions, breaks down why our approach to data & technology is different.
- We firmly believe that superior investment performance can be driven by superior access to information
- We specialize in building innovative, data-driven investment tools and solutions. Enter Cobalt LP™ - the data management, portfolio construction and investment diligence software used by our global investment team and clients
- We partner with exciting new technology companies that have high potential to drive this industry forward
Learn more about HL Innovations