Cohesion GTM brain

Cohesion sells AI research agents to public-equity investment teams.

category

AI investment research

market profile

  • text: Fundamental investors monitor earnings, filings and other information across a universe of public companies.
  • text: Research teams must translate a stream of new information into answers relevant to an investment thesis.

personas

  • title: Public equity analyst
    pains:
    • Manually tracking developments across covered companies consumes time needed for investment analysis.
    • Earnings season compresses the time available to examine multiple companies.
  • title: Portfolio manager
    pains:
    • Needs timely answers to thesis-defining questions across a broad portfolio.
    • Must review and contextualize analyst research before making decisions.

icp

  • text: Fundamental public-equity hedge funds and other institutional equity investors.
  • text: Investment teams with analysts and portfolio managers who share research and monitor multiple tickers.

message pillars

  • text: Support the actual investment research workflow rather than a generic chat session.
  • text: Fit research assistance into existing processes.
  • text: Enable shared decisions between analysts and portfolio managers.

objections

  • objection: AI may miss context or generate unsupported conclusions.
    response: Pilot on a small list and have analysts check outputs against underlying sources before using them in decisions.
  • objection: We already use research terminals and data feeds.
    response: Evaluate whether the agent saves time monitoring and synthesizing a representative set of names alongside current tools.
  • objection: Investment research is confidential.
    response: Ask for security, data handling and retention terms before sharing proprietary material.

competitors

  • name: AlphaSense
    why: Financial document search and market intelligence compete for investment research workflows.
  • name: Brightwave
    why: AI research platform serves investment professionals.

influencers

  • name: Devon Krapcho
    url: https://www.ycombinator.com/companies/cohesion
    why: Founder and former hedge fund analyst.
  • name: Matthew Munns
    url: https://www.linkedin.com/posts/matthew-munns-98727b138_so-excited-to-build-this-with-devon-krapcho-activity-7450238326676127745-M-jq
    why: Cofounder sharing the product launch.

keywords

  • AI equity research
  • hedge fund research agents
  • earnings monitoring software
  • public equity investment research
  • investment thesis monitoring
  • automated equity research

voice

  • finance-specific
  • direct
  • workflow-focused

signals

  • text: A fund is approaching earnings season with a long list of companies to monitor.
  • text: An investment team is trying to cover more companies with its existing analysts.

pricing

model: unknown

motion

sales_led

channels

  • LinkedIn
  • founder outreach

confidence

medium

Founders

  • name: Devon Krapcho
    title: Founder/CEO
    role: CEO
    bio: Co-Founder and CEO of Cohesion, former hedge fund analyst for 5+ years at Long Path Partners covering software companies
  • name: Matthew McBrien
    title: Founder
    role: Founder
    bio: Co-Founder of Cohesion. Eliminating market inefficiency. Prev. AWS, Security @ Amazon
  • name: Matt Munns
    title: Founder
    role: Founder
    bio: Co-Founder of Cohesion (YC P26). Prev. building AI for investors at T. Rowe Price

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