Cohesion
Product & Competitive Intelligence
AI agents that monitor public equities and an agentic research teammate for hedge fund analysts.
Company Overview
Competitors
Bloomberg Terminal:
Institutional incumbent with deep market data, messaging, and workflow lock-in, while Cohesion focuses on agentic research monitoring.
AlphaSense:
AI market intelligence and research search platform with broader enterprise coverage and deep expert call library; more entrenched but less agentic.
Hebbia:
Agentic document analysis platform popular with hedge funds and PE; closest analog in the agentic-research-for-finance category.
Rogo:
Finance-focused AI assistant for investment workflows, while Cohesion's wedge is always-on public-company monitoring.
Cohesion
's Moat:
No credible moat yet. Most likely path is workflow lock-in via analyst note-taking, model integration, proprietary research memory inside buy-side teams, and user feedback loops.
How They're Leveraging AI
Personalization
Persistent analyst memory that learns each user's coverage universe, thesis style, and preferred analytical framing.
Recommendation
Signal ranking across alternative public data so analysts see differentiated items rather than every mention of a company.
RAG
Domain-tuned retrieval over financial documents with reasoning across filings, earnings calls, and investor presentations.
Agentic Workflow Automation
An agent monitors a fund's public-equity watchlist across earnings, news, podcasts, and X, then surfaces investment-relevant changes without a manual query.
AI Use Overview:
Uses LLM-driven multi-agent orchestration to monitor varied financial content, link it to tickers, rank events, and write investor-ready explanations — reasoning chains tuned for equities research rather than generic chat.
