Cobrain

Make investment decisions with full context.

Give your teams specialized AI agents that help them research markets, analyze opportunities and prepare responses to inbound requests like DDQs and RFPs.

Unify research and portfolio contextBring research, market signals, client information, and portfolio knowledge into one place so teams can evaluate opportunities with greater confidence.
Create decision-ready deliverables fasterProduce polished analyses, research briefs, and account summaries, all grounded in data pulled from across your systems.
Support sharper client coverageGive teams the context they need to prioritize relationships, tailor guidance, and move on opportunities faster.

Leverage your company brain to drive operational excellence

  • Coverage · RelationshipsRanked today at 07:00
    Where coverage matters this week
    ClientAUMSignalLast contact
    Ardenmoor Capital$2.4B↑ $12M opportunityQ2 review · 2d
    Kesterly Pension Fund$860M↓ Outflows risingCIO call · 3w
    Harlow Family Office$310MNo review in H1Fee query · 6w

    Kesterly Outflows are 2.1 points above benchmark since June, and no one senior has called in three weeks.

    Draft CIO note
    FromCRMOutlookHoldings