Everything Data at Investment Firms. Solved.
20+ Years of Wall Street Execution
Who We Serve
Investment firms where operational data undermines accuracy, speed, and scalability.
Hedge Funds
When OMS, PMS, and prime broker feeds don’t reconcile daily. When morning P&L packs break with every system change. When shadow books carry operational risk you cannot scale.
Private Equity
When portfolio company data won’t roll up to fund-level reporting. When waterfall models require surgery every quarter. When LP reporting is stitched from fund admin exports and internal Excel.
Private Credit
When covenant packages are scattered across emails and portals. When loan schedules drift with every rate change. When agent data, internal loan tape, and fund admin exports don’t tie.
Real Assets
When operator data arrives inconsistent and late. When asset-level cash flows don’t reconcile to fund admin. When valuation models break with every capital stack change.
Asset Managers
When custodian data arrives in ten different formats. When composite construction lives in fragile Excel. When account-level attribution breaks with every new mandate.
Digital Assets
When exchange balances, wallet positions, and on-chain state don’t reconcile. When DeFi positions are impossible to track. When twenty-four seven markets demand institutional-grade infrastructure.
Allocators & Institutions
When manager data arrives in twenty different formats. When multi-entity consolidations live in Excel. When board decks are rebuilt quarterly from scattered sources.
Other Investment Firms
When scattered systems slow operations. When manual workflows block growth. When data fragmentation undermines reporting and oversight.
What Sets Us Apart
We serve investment firms exclusively, applying Wall Street discipline and reliability to platforms of any scale and complexity.
Exclusively Investment Firms
20+ years on Wall Street building data and systems for owner-led firms. Built for regulatory demands and market speed.
Strategy Into Systems
We turn founder priorities into operating systems with built-in controls, integrated across PMS, OMS, and risk.
Wall Street Accelerators
Proprietary frameworks for PMS, OMS, risk, and reporting that cut delivery time and reduce operational risk.
Latest Case Studies
Real examples of how we solved data issues at investment firms, restoring accuracy and speed where it mattered most.
About Cognivo
Founded by Hardeep Mehta, who spent over twenty years building data and systems infrastructure on Wall Street, including at Interactive Brokers, Bridgewater, and Morgan Stanley. Cognivo partners directly with firm owners to build reliable, institutional-grade platforms.
