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Cohesion

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Your public equities agentic teammate

Spring 2026Founded 20263 peopleSan Francisco, CA, USA
AI insightcan contain mistakes
Hedge Fund Research AutomationSaaSHedge funds and asset managersHigh competition
Moat
Multi-modal signal aggregation and automated analysis are defensible if prediction edge is proven.
Key risk
Crowded research automation space; commoditization risk if signal decay or integration becomes easier.
Why now
LLMs and agentic systems now capable of autonomous earnings tracking and non-traditional signal analysis.
Competitors
Facteus, Ayasdi, Bloomberg terminal AI

About

Cohesion is building AI agents for hedge funds. Our agents track earnings and non-traditional datasets like podcasts and X/twitter. Analysts spend hours a week manually tracking these data sources and still miss relevant investing signals. Now, our agents do it for them autonomously.

Founders · 3

Devon Krapcho
Devon KrapchoFounder

Co-Founder and CEO of Cohesion, former hedge fund analyst for 5+ years at Long Path Partners covering software companies

Matthew McBrien
Matthew McBrienFounder
Amazon

Co-Founder of Cohesion. Eliminating market inefficiency. Prev. AWS, Security @ Amazon

Matt Munns
Matt MunnsFounder

Co-Founder of Cohesion (YC P26). Prev. building AI for investors at T. Rowe Price

Launch

Launched on Y Combinator · Apr 2026
View launch post ↗

A team of AI agents that monitor the companies you cover and generate differentiated insights.

Cohesion builds AI agents that monitor earnings, news, and non-traditional data (podcasts, X/Twitter) for public equities and generate differentiated insights. It targets public equity funds, aims to reduce manual searching and time spent on explanations of price moves, and is live with 10+ funds managing $10B+ AUM, offering early trial access ahead of earnings season.

B2BFinance and AccountingFintechSaaSInvesting

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