AlphaSense clients include some of the top financial institutions:
Overview
| Feature | AlphaSense | Rogo |
|---|---|---|
| Advanced AI search that picks up on relevant synonyms and tone/sentiment | ✓ | ✕ |
| Access to expert call library and broker research | ✓ | ✕ |
| Live transcripts that allow users to view past, current, and future event transcripts in a calendar and view event transcripts in real time | ✓ | ✕ |
| Has applications outside financial services | ✓ | ✕ |
| Seamless user interface with intuitive UX design | ✓ | ✓ |
| Ability to upload your own internal content | ✓ | ✓ |
| Integrations | ✓ | ✓ |
| AI search technology can be applied to any integrated or uploaded data for better search | ✓ | ✓ |
| Generative AI chat | ✓ | ✓ |
| Generative AI summarization capabilities | ✓ | ✓ |
| Generative grid feature that applies multiple genAI prompts on many documents at the same time and gives answers to research questions at scale, in an easy-to-read table format | ✓ | ✕ |
| Pre-built, ready-to-use financial models that update automatically | ✓ | ✕ |
| Ability to set up monitoring tools (like alerts, reports, and dashboards) | ✓ | ✓ |
| Mobile app with access to all content and AI features from the platform | ✓ | ✕ |
Rogo
Rogo is a relatively new-to-market generative AI platform built specifically for investment banks and private equity investors. This is an enterprise-grade platform with proprietary financial AI that helps financial services firms automate their workflows, uncover insights, and make data-driven decisions.
Rogo searches, analyzes, and cites across millions of documents, including your proprietary internal library and Rogo’s library of content, to save time and unlock insights. However, Rogo’s external content is not proprietary and does not include expert calls or sell-side research, both of which are integral for comprehensive financial research.
Rogo’s AI uses a variety of OpenAI models, but the LLM is built for financial services use cases.
Rogo’s platform includes the following features:
Analyst Chat
This is Rogo’s LLM-powered chat-based experience, similar to OpenAI’s ChatGPT. According to Rogo, Analyst allows users to “analyze datasets to generate instant, accurate answers, supported by auditable citations.”
Data Integration and Search
Rogo allows users to search across their own internal data, as well as Rogo’s library of over 65 million sources, including market research reports, SEC and international filings, company and event transcripts, live news, and private company information.
Agent Framework
This is Rogo’s workflow automation feature, which incorporates purpose-built agents that are designed for financial workflows and help users automate various repetitive tasks, such as slide creation, meeting prep, document summarization, and more. Users can also use Agent Framework for complex financial analyses, extraction of themes across earnings calls, and identification of market trends across historical data.
Customizable Platform
The Rogo platform allows users to create customizable reports. Technical teams can also use their APIs and SDKs to pair agents together and develop cost-effective scalable AI solutions that are made for internal use cases.
Enterprise Capabilities
Users can upload internal content through Rogo API, third-party connectors, or cloud solutions. They can also integrate their internal data, including slide decks, CIMs, investment memos, models, spreadsheets, structured data, data rooms, meeting notes, etc. for easy reference and searchability.
Rogo prioritizes security, privacy, and compliance — they adhere to all industry best practices and compliance standards, ensuring that user data stays private.
Rogo Pros:
- Facilitates enhanced productivity
- High customizability
- Purpose-built for financial services needs and workflows
- Allows users to integrate their internal data and upload internal content through APIs or third-party connectors
- Offers enterprise-grade security and data privacy
- Easy-to-use interface
Rogo Cons:
- Primarily serves investment banking and private equity users; limited applications outside these roles
- Platform has a cluttered look and feel
- Search results often yield very high-level data that lacks depth and comprehensiveness
- No generative grid capabilities
- No live transcripts
- Relies on partnerships for key datasets
- Lack of proprietary content sets, especially sell-side research and expert calls
- No expert call services
- Low brand recognition and very early stage start-up
- No mobile app
AlphaSense
AlphaSense is a leading enterprise-grade market intelligence and AI search platform built for robust financial and market research. This platform is designed for financial services and corporate professionals looking to implement a comprehensive research strategy powered by automated features and proprietary AI technology.
Consistently ranked as an industry leader by TrustRadius and G2, AlphaSense was also recently named one of Fortune’s Top 50 AI Innovators.
Here’s how AlphaSense enables you to extract insights and answers from both high-value internal and external content with the power of artificial intelligence and generative AI — all on a single platform.
Qualitative and Quantitative Content Universe
AlphaSense is the only tool that combines public and private financial data with expert call transcripts, broker research, news, and AI search in one place. This means you get all the numbers, as well as the qualitative narrative that provides context to those figures, so you can make smarter and better informed decisions. Our library of qualitative content includes:
- Wall Street Insights® collection of equity research that features more than 1,000 broker sources, including Goldman Sachs
- Expert calls, which includes over 200K interviews with pre-qualified experts and the ability to conduct your own 1:1 calls with 70% cost savings compared to traditional expert networks
- Company documents, such as earnings transcripts, company presentations, SEC and global filings, ESG reports, and press releases
- News, trade journals, and regulatory coverage
In July 2024, AlphaSense acquired expert network company Tegus, bringing unparalleled access to even more insights, and covering more industries and companies than ever before. Learn more about the combined offering at AlphaSense and Tegus.
Enterprise Intelligence
AlphaSense’s Enterprise Intelligence solution allows you to integrate and query your own internal content alongside the premium external sources listed above. This includes:
- Internal research, notes, and presentations
- CIMs and investment memos
- Reports from industry and market intelligence providers
- Emails, newsletters, web pages, and RSS feeds
In this way, AlphaSense centralizes all your internal and external knowledge in one place, and allows you to leverage our industry-leading search, summarization, and monitoring tools to enhance and accelerate your research.
Our genAI capabilities deliver instant, accurate, and secure summarizations with the ability to ask follow-up questions across both your proprietary internal content and hundreds of millions of premium external documents — easily citable and verifiable.
Financial Data
On the quantitative side, AlphaSense provides access to the following crucial insights:
- Historical Financials & Estimates: Standardized statements and consensus data across 17,000+ public companies
- Sector-Specific KPIs: Detailed operating metrics sourced from institutional-grade Canalyst models
- Transaction Intelligence: Nearly 1M M&A deals and 680K private funding rounds, enriched with AI-generated deal rationale and strategic context
- Dynamic Peer Sets: 125+ pre-built industry comparables with sector-specific metrics
AI Search & Summarization Technology
Our industry-leading suite of generative AI tools is purpose-built to deliver business-grade insights, leaning on 10+ years of AI tech development. Our suite of tools currently includes:
Generative Search
Our genAI chat experience transforms how users can extract insights from hundreds of millions of premium content sources. Generative Search is trained to think like an analyst, so it understands the market research intent behind your natural language queries. You can dig deeper into topics by asking follow-up questions or clicking on the citation to instantly go to the exact snippet from where the information was sourced. Generative Search is constantly evolving and incorporates a variety of reasoning models and agentic workflows.
Generative Grid
Generative Grid applies multiple genAI prompts to many documents at the same time to quickly provide organized answers to research questions at scale, in an easy-to-read table format. This enables clients to summarize documents using pre-built criteria to save time when executing repeatable workflows.
Smart Summaries
This feature allows users to glean instant earnings insights (reducing time spent on research during earnings season), quickly capture company outlook and bull/bear cases from analyst research, and generate an expert-approved SWOT analysis straight from former competitors, partners, and employees. All summaries provide links to the exact location in the text from where the summaries pull — combining high accuracy with easy verification.
Smart Synonyms™
This unique feature is proprietary to AlphaSense and has the ability to understand both the keyword and search intent behind any of your queries, factoring in search results that include variations in business language. For example, a search for “TAM” will also bring back results on “market size.”
Sentiment Analysis
Sentiment Analysis, a natural language processing (NLP)-based feature, parses content and identifies nuances in language such as tone and subjective meaning. It then uses color coding to help users identify instances of positive, negative, and neutral sentiment throughout the document.
Integrated Workflows
AlphaSense helps research professionals conduct key workflows with greater speed and confidence by incorporating the following features in the platform:
- Generative Search Integration: Surface insights across structured data and qualitative content with full source citations, producing more complete research capabilities.
- Natural Language Screener: Use simple prompts to discover equities, funding rounds, and M&A transactions.
- AlphaSense Excel Add-In: Excel tool with custom formulas and simple syntax, analysis templates, and pre-built Industry Comps to quickly get you up and running.
- Canalyst Model Access: 4,500+ ready-to-use models with detailed financials, operating metrics, and segment breakdowns.
- Purpose-built workflows: Built by industry insiders for specific research workflows like company and deal screening, comp tables, and due diligence.
- Domain-Specific AI: Unlike generic AI tools, our financial AI understands sector dynamics, valuation methodologies, and market context.
Company Perspectives (BamSEC)
Make quantitative investment research easier by transforming how you work with public company data. By streamlining access to SEC filings, earnings and events transcripts, financial documents, and more, BamSEC enables analysts to focus on what matters, save time, and do better work.
BamSEC allows users to search across multiple companies and SEC filings. Customers can use these documents to perform due diligence on companies and explore performance metrics efficiently. Using the tables on BamSEC, users can explore past filings, create models, and benchmark company performance, all in one place, without needing to pull up individual filings to manually track a company’s metrics.
Financial Modeling (Canalyst)
Gain instant access to over 4,500 global fundamental models and over 60 industry dashboards, all hand-built and sourced by sector-focused analysts. Unlike building your own models and comp sheets, using our off-the-shelf models, dashboards, and data reduces your time spent on undifferentiated work, allowing you to compete on your ability to analyze the data, not aggregate it.
Integration Capabilities
Customers can easily and securely integrate content at enterprise scale through our Ingestion API or enterprise-grade connectors — like Microsoft 365/Sharepoint, Box, Google Drive, S3, and more. Our integration capabilities allow for more streamlined collaboration with members across your organization and improve overall team productivity. Our proprietary AI technology allows you to search across all internal and external company content to find crucial insights, catching what other platforms miss in a secure and automated way.
Monitoring, Analysis, and Collaboration Tools
AlphaSense is designed to help users find insights faster. In order to do that, we offer a number of tools that extend beyond search and summarization to help users accelerate research tasks.
- Customizable dashboards create a centralized information hub for monitoring key companies and themes, while tailored alerts provide real-time updates.
- Powerful collaboration tools like Notebook+ and commenting features help teams manage and share insights more effectively.
- Table Tools allow you to move faster with spreadsheet-style visualizations directly from company filings, so you can chain together, edit, and optimize tables for analysis.
- Image Search allows you to discover insights buried in charts to quickly return data without reading through pages of documents.
- Snippet Explorer allows you to effortlessly assess any topic or theme and all its historical mentions in a single view.
- Automated Monitoring allows you to set up real-time alerts that send instant updates on any relevant market movements, news, emerging trends, and competitor activities. We also generate snapshots of companies and topics regularly that keep you ahead of the curve with actionable insights.
AlphaSense Pros:
- Extensive content database that spans key market perspectives, including broker research, expert calls, company documents, news, and regulatory sites
- Extensive quantitative insights and financial data workflow and analysis tools
- 10+ years of investment in AI
- Incorporates AI search technology, machine learning, and sentiment analysis
- GenAI features like Generative Search, Deep Research, Smart Summaries, and Generative Grid for enhanced and streamlined workflows
- AI and genAI tools that can be applied to integrated internal content
- 4,500+ pre-built financial models that update automatically
- Live transcripts that allow users to view past, present, and future event transcripts in a calendar and view event transcripts in real time
- Automated and customizable real-time alerts
- All-in-one research platform
- Mobile app that includes all platform content and AI search capabilities
- User-friendly interface
- Internal note-taking, sharing, and collaboration features
- Support for APIs and integrations
- Supports enterprise-level organizations and teams
- Enterprise-grade data production complying with global security standards: SOC2, ISO270001, FIPS 140-2, SAML 2.0
- Excellent customer support team, including 24/7 chat with product specialists, a Live Help button on the website, and regular live AlphaSense Education webinars
AlphaSense Cons:
- Visualization tools are limited at this time
- Collaboration tools are limited to users with AlphaSense licenses
AlphaSense is trusted by the world's leading firms:
95%
of the top consultancies
90%
of the top asset management firms
92%
of the largest pharmaceutical companies
88%
of the S&P 100
Frequently Asked Questions
Generative AI is one of the top ways financial firms can increase efficiency, reduce manual effort, and ultimately, get the competitive edge. With genAI, you can spend less time conducting manual searches or searching for a needle in the haystack because the technology does all the heavy lifting for you.
Here are some key investment research use cases that genAI can serve:
- Get more out of equity research– GenAI optimizes the consumption of equity research by surfacing specific and relevant data points, insights, and themes that are of most interest to the user. Rather than manually parsing through countless documents, you can get intelligence in a fraction of the time, along with exact citations to document snippets.
- Financial analysis– GenAI parses through financial data like 10K filings, earnings transcripts, and IR presentations in seconds, instantly extracting key insights from the quantitative data and helping you discover patterns that would otherwise be impossible to see.
- Due diligence– GenAI quickly processes financial statements, contracts, transaction histories, and other critical documents, identifying anomalies, trends, or risks that might be missed in a manual review. This both speeds up the due diligence process and improves accuracy.
- Deal sourcing– In the PE space, genAI streamlines the deal sourcing process by automating the discovery and analysis of potential investment opportunities. By screening through vast amounts of data from various sources, genAI can help identify high-potential deals that align with specific investment criteria — all in less time and with less risk of missed opportunities.
- Knowledge sharing– GenAI can scour huge volumes of external and internal data, accurately summarize the content in a digestible format, answer any of your questions about the content, and accelerate the speed to insight.
- Market research– GenAI transforms market research by speeding up time to insight and maximizing the value extracted from each content source. It enables investment teams to spend less time on manually searching for information and more time on analysis and strategy — ultimately resulting in greater efficiency, effectiveness, and confidence.
Related Reading: Generative AI for Investment Research
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