Cogency Software

Cogency Software develops, deploys, and supports automated accounting and operations solutions for the alternative investment industry. Put simply, it is about building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. Alongside the main category they mention Finance. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Cogency Software is based in Burlingame, California. Their site is cogencysoft.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

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