How Axcel Modernized Private Equity Workflows with FactSet's Workstation and Cobalt
As Axcel’s portfolio and reporting requirements grew more complex, Excel-based workflows began to limit efficiency, scalability, and transparency. This case study shows how the Nordic private equity firm modernized its technology stack to support the full deal lifecycle. By adopting FactSet’s Workstation and Portfolio Monitoring Platform, Cobalt, Axcel streamlined operations, improved data quality, and accelerated investment decision-making.
What You’ll Learn
Private equity firms face increasing pressure to deliver faster insights, stronger governance, and more transparent reporting to LPs. Axcel’s experience highlights how fragmented systems and manual data processes can slow deal velocity and strain internal teams. By consolidating its technology stack with FactSet’s Workstation and Portfolio Monitoring Platform, Cobalt, Axcel created a single source of truth across the deal lifecycle—from sourcing and due diligence to portfolio monitoring and LP reporting. The result was faster comparable analysis, improved data accuracy, reduced manual effort, and more time for senior professionals to focus on strategy and relationships. For mid-market PE firms navigating growth, regulatory demands, and rising LP expectations, this approach demonstrates how FactSet’s integrated private capital solutions can unlock efficiency, scalability, and competitive advantage.
Read the case study to see how Axcel strengthened investment workflows, improved reporting, and gained real-time portfolio visibility with FactSet and Cobalt.
What You’ll Learn
- Why Axcel moved away from Excel-centric workflows to a centralized private capital platform
- How consolidating portfolio, fund, and ESG data improved transparency and reporting accuracy
- The role automation played in speeding up deal analysis, LP reporting, and portfolio reviews
- How integrated tools supported collaboration across Investment, Finance, IR, and ESG teams.
Private equity firms face increasing pressure to deliver faster insights, stronger governance, and more transparent reporting to LPs. Axcel’s experience highlights how fragmented systems and manual data processes can slow deal velocity and strain internal teams. By consolidating its technology stack with FactSet’s Workstation and Portfolio Monitoring Platform, Cobalt, Axcel created a single source of truth across the deal lifecycle—from sourcing and due diligence to portfolio monitoring and LP reporting. The result was faster comparable analysis, improved data accuracy, reduced manual effort, and more time for senior professionals to focus on strategy and relationships. For mid-market PE firms navigating growth, regulatory demands, and rising LP expectations, this approach demonstrates how FactSet’s integrated private capital solutions can unlock efficiency, scalability, and competitive advantage.
Read the case study to see how Axcel strengthened investment workflows, improved reporting, and gained real-time portfolio visibility with FactSet and Cobalt.
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