Cohesion is an agentic teammate that automatically ingests, reconciles, and consolidates security and issuer name data from multiple public equity datasets. By applying rule‑based and machine‑learning matching, it delivers a unified, up‑to‑date view of identifiers with API and export options, reducing manual effort and improving data quality for equity analysts and portfolio managers.
Funding
Funding not disclosed
Founders
Product
Problem
Cohesion addresses the difficulty of maintaining consistent identifiers for securities, issuers, and related entities across multiple public equity datasets, which often leads to fragmented data and time‑consuming manual reconciliation.
Solution
Cohesion provides an agentic teammate that automatically tracks, consolidates, and reconciles name data from a variety of differentiated equity data sources. By continuously monitoring identifiers and applying rule‑based matching, the platform creates a unified view of each security and its associated entities. This automation reduces manual effort, improves data quality, and enables analysts and portfolio managers to conduct research and manage portfolios with more reliable, consistent information. The solution integrates with existing workflows, delivering up‑to‑date name mappings without requiring extensive data engineering.
Target Audience
Primary users are equity research analysts, portfolio managers, and data teams at investment firms who need accurate, consolidated security identifiers for analysis and decision‑making.
Features
- Automated ingestion of name data from multiple public equity datasets
- Real‑time identifier reconciliation using rule‑based and machine‑learning matching algorithms
- Unified entity view that links securities, issuers, and related parties across sources
- API and export options for seamless integration with research and portfolio management tools
- Audit trail that records reconciliation decisions and source provenance for compliance