AlphaSense

Connect trusted research, company data, and internal knowledge to help teams find insights, monitor developments, and create cited deliverables.

Automate financial and strategic research workflows to produce cited, decision-ready analysis and deliverables faster.

Use firsthand expert perspectives and bespoke calls to investigate markets, test assumptions, and make research decisions with greater confidence.

Combine financial information, company models, and analysis tools to evaluate businesses and support faster, more informed decisions.

Institutional Investors And Fund Managers

Global investment teams needing timely, trusted market intelligence.

Geography: Global

How we help: Global investment teams gain faster, more informed investment decisions with auditable workflows through a unified market intelligence platform.

Corporate Strategy And M&A Teams

Global corporate strategy teams needing rapid, reliable market insights for growth and deals.

Geography: Global

How we help: Global strategic teams access fast, reliable market signals and deal intelligence through a centralized intelligence platform.

Legal And Compliance Teams

Enterprise legal teams seeking confidential, efficient research and regulatory insights.

Geography: Global

How we help: Global legal teams access confidential, comprehensive insights with governance and secure collaboration.

CPG Market Research Teams

CPG market researchers tracking category trends and brand equity.

Geography: Global

How we help: Global consumer insights teams access comprehensive signals and expert perspectives to guide product and brand decisions.

Continuous monitoring and analysis of competitors and market activity—funding, hires, product launches, and expansions—to inform strategy and trend research.

Products: AlphaSense Platform, SuperAnalyst, Tegus Expert Insights

Firmographic, funding, financial, hiring, and public activity data to assess company health, growth signals, and investment risk.

Products: AlphaSense Financial Data, AlphaSense Platform, SuperAnalyst, Tegus Expert Insights

Financial modeling, forecasting, scenario analysis and formal valuation services to support fundraising, strategic planning and transaction decision-making.

Products: AlphaSense Financial Data, AlphaSense Platform, SuperAnalyst

Fast, source-backed semantic search across emails, documents, tickets, and apps with contextual and multilingual retrieval modes.

Products: AlphaSense Platform

On-demand access to vetted subject-matter experts for short consultations, placements, and matching to inform time-sensitive business decisions.

Products: Tegus Expert Insights

AlphaSense Platform

AlphaSense is an AI-powered market intelligence platform for financial and strategic research. It brings together premium business and financial documents, broker research, expert insights, financial data, and—through Enterprise Intelligence—organizational content. Users can search, analyze, synthesize, and monitor information with AI, then create cited research outputs and work products. Enterprise Intelligence connects internal documents through integrations, uploads, email forwarding, and APIs, with permission-aware access and hosting options. Native PowerPoint and Excel add-ins connect research to presentations and financial models. Sentiment Indices analyzes earnings-call commentary to help identify shifts in executive tone. The platform includes security controls and stated data-handling practices for confidential content.

• Find Cited Answers Across Research Sources
  Search and synthesize information across connected content to get answers with source citations, making it easier to review the evidence behind findings.
• Access Premium Business And Financial Content
  Explore a broad collection of public and private sources, including broker research, in one platform to research companies, industries, and markets.
• Connect And Search Internal Content
  Bring organizational documents into AlphaSense and make them searchable alongside external research through integrations, uploads, email forwarding, or an API.
• Find Insights Across Sources
  Search internal research and premium external documents together to find relevant information without switching between fragmented sources.
• Protect Sensitive Research And Company Data
  Security controls, permission-aware access, and stated data-handling practices support organizations using the platform for confidential research and internal content.
• Complete Multi-Step Research With Cited Outputs
  Automate research across large document sets and receive synthesized analysis with source attribution, helping teams move from complex questions to decision-ready findings.
• Summarize Research With AI
  Get AI-generated answers and summaries from integrated documents and external perspectives, helping teams review relevant research more quickly.
• Verify And Share Findings
  Check insights against source material and share document links or highlighted passages to support transparent research and collaboration.
• Analyze Company Financials And Comparables
  Use financial information, operating metrics, transaction details, and peer comparisons to examine company performance and support financial and investment research.
• Automate Recurring Research Tasks
  Use agents and scheduled workflows to handle repeatable research processes and deliver completed outputs, reducing manual steps in ongoing work.
• Bring Cited Research Into Office Deliverables
  Connect research with presentations and financial models using AlphaSense content and data in PowerPoint and Excel, with linked workbooks and slides that can stay in sync.
• Monitor Companies And Market Developments
  Track relevant companies and topics with dashboards and alerts that help users stay informed about new information and developments.
• Track Sentiment Shifts In Company Commentary
  Compare earnings-call sentiment across company groups and identify changes in executive tone, with highlighted evidence that can be audited in transcripts.
• Deploy And Support Enterprise Use
  Use ready-made integrations to get started quickly, with enterprise options for customized training and IT support.

SuperAnalyst

SuperAnalyst is AlphaSense’s always-on AI agent for financial and strategic work. It monitors relevant information, executes multi-step research workflows, and produces cited outputs such as briefs, models, memos, decks, and dashboards. It draws on AlphaSense premium business and financial content alongside a firm’s internal materials, carries project context across sessions, and supports pre-built and customizable workflow skills. Use cases include forecasting, diligence, company research, buyer and competitive mapping, and debate analysis. Sessions run in private, sandboxed environments, with files isolated by account and uploaded materials and interactions excluded from model training.

• Move Research Through To Deliverables
  Handle connected workflow steps to help teams progress from research to finished work products in one process.
• Verify Every Claim Against Its Source
  Source citations and visible evidence let teams review the basis of outputs and prepare work products that can be checked under scrutiny.
• Ground Analysis In Connected Intelligence
  Draw on structured external and internal information to support research and analysis with relevant source context.
• Stay Ahead Of Material Developments
  Continuous monitoring helps teams respond to developments without waiting for a scheduled research cycle.
• Adapt Workflows To Your Team
  Configure workflows to follow team playbooks and produce outputs in preferred formats.
• Surface Deal Risks From Data Rooms
  Organize data-room information and connect it with supporting evidence to identify risks, gaps, and questions relevant to deal evaluation.
• Protect Sensitive Research And Materials
  Private, isolated sessions and stated restrictions on file access and model training help protect sensitive research and proprietary materials.
• Carry Project Context Across Sessions
  Retaining research and working context helps users continue projects without repeatedly rebuilding background, instructions, and preferences.
• Compare Forecasts With Market Consensus
  Assess how forecasts compare with consensus and examine the assumptions and market evidence behind differences.
• Map Competitive Positions And Changes
  Compare competitors on positioning and relevant measures, with profiles that show how their positions are changing.
• Prioritize Buyers For Outreach
  Rank potential buyers by fit and relationship history to identify relevant prospects for outreach.
• Clarify The Arguments Behind Opportunities
  Organize differing views around important questions to help teams evaluate the arguments and evidence on each side.

Tegus Expert Insights

Tegus Expert Insights brings together a proprietary library of expert transcripts and bespoke expert calls in AlphaSense. Users can explore investor-led discussions, channel checks, and voice-of-customer interviews, then connect with vetted experts for tailored calls. AI tools help summarize and search expert perspectives, while source links and a multi-layered compliance process support verification and trusted research. Channel Check Intelligence synthesizes channel-check transcripts into structured portfolio- and company-level summaries, with coverage refreshed daily across monitored tickers and insights linked to original expert quotes. Expert Call Services supports human-led or AI-led calls, custom sourcing, flexible booking, and transcript workflows in AlphaSense.

• Explore A Large Proprietary Expert Library
  Search a substantial collection of expert interviews to find perspectives on companies, markets, and industries, including public and private businesses.
• Summarize Channel Research
  Review synthesized expert perspectives across portfolios and companies, with regularly refreshed coverage that helps users find relevant channel signals.
• Connect With Matched Industry Experts
  Move from transcript research to a direct conversation when deeper or tailored perspectives are needed, using a human-led call or an AI interviewer.
• Connect With Relevant Experts
  Access custom-sourced and pre-vetted experts selected to fit a specific research project across industries and global markets.
• Support Compliant Research
  Use screening, transcript review, and standardized embargo periods to address compliance requirements and risks involving material non-public or confidential information.
• Compare Firsthand Industry Perspectives
  Draw on different types of expert conversations to investigate company and industry dynamics, including signals on demand, pricing, and customer perspectives.
• Find And Synthesize Expert Insights
  Use AI-assisted summaries and search to review expert interviews, explore questions across transcripts, and trace answers back to source material.
• Monitor Demand And Pricing
  Track channel perspectives on demand, pricing, and market dynamics as part of ongoing company and portfolio monitoring.
• Verify Insights Against Original Sources
  Follow links from synthesized findings to underlying expert content to validate claims and examine supporting context.
• Fit Calls To Research Needs And Budgets
  Choose call lengths and payment options to accommodate changing research needs. The service describes its pricing structure as the expert rate plus a flat transcription fee, with no markups.
• Manage Calls And Transcripts In One Platform
  Coordinate call projects and expert selection in AlphaSense, then access and work with transcripts using platform tools.
• Access Call Support And Translation
  Use translation for select languages or delegate calls to a vetted call-taker when additional support is needed.
• Customize Transcript Embargo Periods
  Use the pay-to-delay option to customize embargo periods and manage when transcripts become available.

AlphaSense Financial Data

AlphaSense Financial Data provides financial information and analysis tools, including historical financials and estimates, sector-specific KPIs, industry comparables, M&A transactions, funding rounds, and valuation metrics. Built-in screening tools, pre-built models, and Excel integration support financial analysis, while AI workflows surface strategic insights and decision-ready context. Its Canalyst Financial Models library includes more than 4,100 customizable company models with granular KPIs and segment details, direct source links, earnings-day updates, and DCF, LBO, and scenario analyses. Models are available through AlphaSense’s native Excel add-in.

• Accelerate Company Analysis
  Start with ready-to-use models rather than building each company model from scratch, helping teams move faster into financial analysis.
• Compare Financials And Estimates
  Access standardized historical financial statements and consensus estimates across more than 19,000 public companies for company research and analysis.
• Research Deals And Funding Rounds
  Explore M&A transactions and private funding rounds with AI-generated deal rationale and strategic context to support transaction research.
• Analyze Company-Level Drivers
  Use company-specific KPIs and segment detail to examine financial performance and operating drivers, while adapting model structure to analysis needs.
• Refresh Models After Earnings
  Update models as new earnings information becomes available and refresh data in Excel to incorporate reported results into analysis.
• Verify Figures At The Source
  Trace model figures to their original sources to check underlying data and support an auditable analysis process.
• Screen Companies And Analyze Valuations
  Use screening tools and valuation metrics to examine financial information and support company analysis.
• Evaluate Sector-Specific Performance
  Use detailed operating metrics and sector-specific KPIs from Canalyst models to assess company performance in an industry context.
• Benchmark Companies Against Peers
  Compare companies using pre-built industry peer sets and sector-specific metrics to support consistent company benchmarking.
• Analyze Data And Models In Excel
  Use financial data and Canalyst models through Excel integration to support analysis and streamline financial modeling.
• Extend Valuation And Scenario Analysis
  Add discounted cash flow, leveraged buyout, and scenario analyses to evaluate valuation and alternative assumptions within the modeling workflow.
• Surface Decision-Ready Financial Insights
  Use AI workflows to identify strategic insights in financial data and bring decision-ready context into analysis.