In today’s fast-moving markets, the pressure to generate alpha and accelerate deal execution is relentless, often without the luxury of adding headcount or delaying decision-making. Investors face time and resource challenges that limit coverage, forcing difficult tradeoffs between depth and breadth.
Complementing data-driven insights with qualitative perspectives like expert calls is crucial to help investors gain a complete picture. However, tight diligence windows and resource constraints may limit the ability to conduct comprehensive expert outreach on every potential deal or every position, leading to lost opportunities and potential blind spots. Additionally, compliance restrictions might limit investors’ participation in expert calls altogether, forcing rigid and costly alternatives.
In a perfect world with unlimited time, investors would conduct expert calls themselves — the gold standard for nuanced, high-touch conversations. In reality, broad target universes and compressed timelines create unavoidable tradeoffs, constraining the volume of expert data points investors can gather and increasing the need for on-demand discovery and thesis validation.
To this end, we are excited to announce that Tegus by AlphaSense has expanded its service offering to offer AI-Led Expert Calls.
Unlock a New Stream of Proprietary Insights: AI-Led Expert Calls
AI-Led Expert Calls eliminate these traditional bottlenecks by turning expert research into a continuously scalable source of intelligence. By conducting calls on the investor’s behalf, teams can assess a wider universe of companies, dramatically increase call volume per target, and capture insights in a structured format. This accelerates learning cycles, sharpens investment conviction, and uncovers patterns across expert perspectives that improve investment judgment while allowing investors to focus on higher-value work.
We pair client-selected experts with an AI Interviewer Agent informed on AlphaSense’s entire knowledge base. This innovative solution is built to think and act like an analyst, leveraging primary and proprietary content from the AlphaSense platform. The result: high-quality, comprehensive calls designed to surface differentiated insights and accelerate conviction in hours, not weeks.
Integrated in parallel with your research workflow, the AI Interviewer Agent conducts calls on your behalf, effectively acting as a trusted extension of your team. This means you can move from a focused question to compliance-approved transcripts rapidly — all ready to be queried, analyzed, and compared using our platform’s advanced AI tooling right in your AlphaSense dashboard.
Focus on Higher-Value Work
The AI Interviewer conducts expert calls in a peripheral workflow, freeing up your team to collect primary data points relevant to conviction-building and decision-making. With AI-Led Expert Calls, you can:
- Eliminate friction from traditional research workflows, unlocking capacity for higher-value synthesis and decision making.
- Extend primary research capacity across your entire portfolio, preserving your team’s talent for the work that matters most, from deep data room analysis to IC prep.
- Scale expert call volume that aligns with compliance requirements, enabling more comprehensive primary research with confidence that every call meets institutional standards.
- Eliminate tool switching and workflow disruption, making expert call services a natural extension of your existing research process rather than a separate workstream.
All our AI-Led Expert Calls uphold the same expert quality and integrity you expect when using our call services, while dramatically expanding your team’s capacity to conduct primary research across your coverage universe.
How it Works:
AI-Led Expert Calls follow the same core workflow as traditional expert calls. Each project is custom-sourced; you decide which experts to speak with. Every transcript goes through the same rigorous compliance review before it is returned. The key difference is how the interviewer is configured and how quickly calls can be executed.
Project Kickoff. Each project begins when you share the goal of the call, the type of expert you want to hear from, and the questions you need answered. We use this input — alongside relevant content from the AlphaSense platform — to build a structured outline that guides the AI Interviewer’s approach and ensures it stays aligned with your research priorities.
Expert Selection. Experts are sourced using the same process as a traditional call: targeted outreach based on your criteria, standard vetting, and full compliance screening. You select the experts you want, maintaining complete control over who participates.
Call Process. The AI Interviewer dials the expert directly, reads the required disclosures, and follows the structured prompt built from your project request. The call is a real phone conversation with a vetted human expert, and the agent is trained to probe, clarify, and keep the discussion moving. Because calls are scheduled around the expert’s availability, they can run at any hour of the day, seven days a week.
Transcript Delivery. After the conversation, the transcript enters the same compliance workflow used for all expert calls. Once automated and human review is complete, you receive the approved transcript and synthesised takeaways in approximately 24 hours.
Ready for Analysis: Transcripts are ready for you to analyse, compare, and query against all your expert insights using AlphaSense’s AI tooling.
The Difference: Analyst-Grade Precision and Consistency
Analyst-Grade Precision
Our AI Interviewer is purpose-built to think like an analyst, informed by AlphaSense’s premium and proprietary content sets that offer unmatched intelligence. The interviewer asks context-rich questions and presses for specifics, delivering the depth required for thesis validation and due diligence.
Native to Your Research Ecosystem
Our AI-Led Expert Calls deliver more than just a transcript; they surface actionable insights directly into the AlphaSense platform, giving you the ability to query, compare, and cite your proprietary expert findings directly into your existing workflows.
Blended Approach for Modern Expert Research
AI-Led Expert Calls expand our existing call services, giving clients access to the same trusted, client-selected experts that investors rely on through our Tegus Expert Call Services. They leverage the same expert network and sourcing (without the call markups), built-in flexibility, and adherence to compliance standards, so you can scale primary research without compromising trust or rigor.
Ultimately, we believe in a blended approach to primary expert insights — harnessing AI for coverage and efficiency, complemented by human clarity and conviction for a flexible deployment within a single trusted research workflow.
Discover AI-Led Expert Calls
With AI-Led Expert Calls, your team no longer has to compromise on the breadth and depth of its primary research.
Ready to integrate AI-Led Expert Calls into your workflow and unlock new streams of proprietary insights? Explore Expert Calls today by trying AlphaSense for free. Get started today and transform your path to conviction.
Want to learn more about AI-Led Expert Calls? Sign up for our webinar on March 12.
