public-equities
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Daloopa gives Wall Street’s numbers a paper trail
An analyst’s hatred of copying numbers became a financial data business. Now Daloopa is bringing the same insistence on checkable facts to AI - and back into Excel.
Devon Krapcho Wants Wall Street to Stop Searching and Start Noticing
After five years covering software stocks, Devon Krapcho decided the analyst’s real enemy was not a lack of information. It was the quiet cost of hunting for what mattered.
The Biotech Fund That Put Scientists in the Investment Committee
Catalio built a $2 billion healthcare investment platform around a simple wager: the people who invent the science may also be the best people to interrogate it.
Cohesion
Cohesion is a New York-based Y Combinator (P26) startup building AI agents that automate research for institutional investors. Its agentic teammate monitors the companies an analyst covers - tracking earnings, news, and non-traditional datasets like podcasts and X/Twitter - and surfaces differentiated insights purpose-built for public equity investing. Founded by ex-hedge-fund analyst Devon Krapcho with engineers from AWS and T. Rowe Price, Cohesion is already live with 10+ long/short and long-only fundamental funds managing a combined $10B+ in assets.