Generative AI continues to transform the investment landscape and the ways in which investment banking (IB) teams are leveraging the technology to simplify resource-intensive tasks, streamline intelligence critical to deals and transactions, and execute with greater speed and confidence.
Industry-leading solutions like AlphaSense provide IB teams with the most comprehensive suite of cutting-edge generative AI tools, all layered upon exclusive premium content sets that provide unmatched insights.
Below, we explore the ways AlphaSense simplifies and enhances IB workflows with added value in ideation, due diligence, exclusive proprietary intelligence, thesis and pitch development, and the ability to pivot quickly in dynamic market conditions.
Streamline Ideation
Generative AI streamlines and simplifies the idea generation process by synthesizing vast amounts of data and information to distill the most relevant insights. With a simple query, tools like Generative Search surface emerging trends and information on new industries and companies in order to get an instantaneous market sizing outlook. The ability to assess key companies, industries, or themes, and understand the competitive landscape in a fraction of time allows investment banking teams to quickly ideate and pressure test a hypothesis, filtering out noise to identify the most lucrative opportunities.
With Generative Search, IB teams can instantly gain a clear picture of growth dynamics and quickly develop and deliver a targeted M&A strategy to a client, inclusive of dynamic target lists and strategic insights. This ultimately gives teams a competitive edge and first-mover advantage.
Accelerate Due Diligence
Conducting air-tight due diligence is simplified and more comprehensive with generative AI, particularly when market fluctuations shift information critical to deals, and teams need to re-evaluate industry or strategic shifts that can materially affect valuations, projections, and earnings for a target company.
With AlphaSense’s purpose-built generative AI, teams can quickly and confidently validate a target company’s financials with tools like Table Explorer and pre-built proprietary Canalyst models for quick analysis, deep modeling, and historical benchmarking.
AlphaSense’s Generative Grid solution enhances due diligence by streamlining workflows and aggregating intelligence in a side-by-side view. With Gen Grid you can upload up to 100 documents across more than a dozen custom-built templates for investment banking to analyze and procure insights in seconds, leveraging documents across our premium content library and also across internal documents. A common use case among AlphaSense investment banking clients leverages Gen Grid to view groups of merger proxies and expedite insights.
Consult Proprietary, Comprehensive Content Sets
Proprietary content sets provide unmatched intelligence and insights that drive data-driven, confident decisions across every investment banking function. While many generative AI offerings in the marketplace offer some content sets, many lack key, foundational ones.
AlphaSense’s robust content library features over 450 million premium documents you can query on, with a particular keyword or specific sentence — it’s like finding a needle in a haystack.
- Expert Transcript Library:An unmatched library of 185,000+ transcripts spanning 24,000 companies, including 18,000 private companies and 82,000 private market transcripts
- Wall Street Insights:An exclusive collection of equity research covering more than 1,000 broker sources, including Goldman Sachs
- Internal Content Searchability:With our Enterprise Intelligence solution, search on your proprietary research, pitch decks, CIMs, and management notes for the most holistic results
- Private Company Profiles:An exclusive data set containing company overview, contact information, current and former directors, group structure, key financials, ratio analysis, income statement, and balance sheets for 10M+ global private companies
Investment Thesis and Pitch Validation
Developing a deal narrative that is well received and garners client buy-in hinges on a strong investment thesis and pitch development. Differentiated intelligence and trusted insights form the foundation for robust, data-driven theses. Beyond validation from premium external sources, leveraging proprietary internal insights is key to complement pitches. It answers the question: “How has our thesis on XYZ company changed?”
With an internal content searchability function, such as our Enterprise Intelligence solution, investment banking teams can use AlphaSense’s genAI to search their proprietary research, pitch decks, CIMs, and management notes. By adding internal content to their search, IB teams can integrate those insights into deal decisions, ensuring a holistic perspective and strengthening the overall thesis narrative.
Pivot on Market-Moving Events with Confidence
Generative AI solutions like AlphaSense create tremendous workflow and time efficiencies so IB teams can pivot confidently and remain competitive, even in complex deal environments. Throughout the entire deal lifecycle, from ideation to post-deal monitoring, AlphaSense’s cutting-edge generative AI features and unmatched content sets enable teams to stay informed and quickly source trusted insights for meeting preparation and reporting.
In addition to intelligence monitoring with Generative Search and Gen Grid, teams can set up watchlists and alerts to be notified of real-time developments. You can also create customized dashboards to track the trends, topics, industries, or companies most relevant to a particular deal.
AlphaSense recently launched a “Tariff Impact” template within Generative Grid to capture what companies are sharing in their earnings calls as tariff developments unfold week by week. This enables teams to quickly gather relevant updates and assess the impact on their potential deals.
Gain the Competitive Edge
Generative AI is reshaping the investment banking landscape to automate time-intensive tasks across initial ideation to final pitch development, improve deal intelligence, and accelerate execution.
With AlphaSense’s cutting-edge generative AI tools and unmatched content sets, investment banking clients on average realize 50%-75% time savings when conducting early-stage M&A due diligence.
