Due Diligence for Modern Financial Professionals

A Due Diligence Platform for Faster, More Confident Deal Decisions

Every smart investment decision is built on well-executed due diligence. But due diligence processes have evolved dramatically in recent years for financial services professionals across every vertical. A modern due diligence strategy is mission-critical for staying competitive and winning alpha.

And the key to a modern due diligence strategy? A due diligence and market intelligence tool that accelerates and streamlines your workflows by providing the most relevant, timely insights while cutting out the noise.

AlphaSense is trusted by 80% of the top hedge funds, asset management firms, and private equity firms in the world because it truly helps organizations make faster, more confident decisions. AlphaSense combines access to over 500 million premium public and private documents with cutting-edge AI technology that compresses days of research into minutes. This gives deal teams the speed, depth, and confidence to win deals and never miss a signal that matters.

What Makes Our Due Diligence Solution Different?

Because the financial due diligence process is more complex than most traditional market research, it requires a more sophisticated solution. In the AlphaSense platform, you can lift the curtain to see what’s behind publicly shared updates and reports. You can access quarterly call transcripts, broker research, expert interview transcripts, and other premium company documents that provide a 360-degree view.

At the same time, you can leverage advanced AI capabilities to extract the most important insights across millions of documents, and receive alerts so you never miss out on new or crucial updates.

The following key AlphaSense content sets and capabilities can streamline and improve your financial due diligence:

Curated, Premium Datasets

AlphaSense is the only tool that combines public and private financial data with expert call transcripts, broker research, and news in one place. By bringing together qualitative and quantitative insights, AlphaSense gives you the necessary context to make smarter and better informed decisions.

Premium External Market Insights

Our library of qualitative content includes:

• Wall Street Insights, a collection of equity research that features more than 1,700 broker sources, including Goldman Sachs, Morgan Stanley, Bank of America, and Citi
• Expert calls, which includes over 260,000 interviews with pre-qualified experts and the ability to conduct your own 1:1 calls with 70% cost savings compared with traditional expert networks. This also includes Channel Checks, which are AI-led interviews with validated industry experts, which result in faster, more consistent, and more scalable insight extraction.
• Company documents and filings, including earnings transcripts, company presentations, SEC and global filings, ESG reports, and press releases
• Live transcripts that allow users to view past, current, and upcoming event transcripts in a calendar, as well as view transcripts of ongoing events in real time
• News, trade journals, and regulatory coverage

Company Perspectives

AlphaSense streamlines access to SEC filings, earnings and events transcripts, financial documents, and more. Users can easily search across multiple companies and SEC filings, as well as explore past filings, create models, and benchmark company performance, without needing to pull up individual filings to manually track a company’s metrics.

Internal Content Integration

Users can integrate and query their own internal content in AlphaSense alongside the premium external sources listed above. This includes:

• Internal research, notes, and presentations
• CIMs and investment memos
• VDRs
• Reports from industry and market intelligence providers
• Emails, newsletters, web pages, and RSS feeds

Internal content is easily and securely integrated through our Ingestion API or enterprise-grade connectors, which support Egnyte, Microsoft 365/Sharepoint, Box, Google Drive, S3, and more. Our integration capabilities allow for more streamlined collaboration with members across your organization and improved 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.

Financial Data

AlphaSense provides access to the following crucial quantitative insights:

• Historical Financials & Estimates: Standardized statements and consensus data across 19,000+ public companies
• Sector-Specific KPIs: Detailed operating metrics sourced from institutional-grade Canalyst models
• Transaction Intelligence: Details on nearly 1 million M&A deals and 750,000 private funding rounds, enriched with AI-generated deal rationale and strategic context
• Dynamic Peer Sets: 125+ pre-built industry comparables with sector-specific metrics

Channel Checks

AlphaSense Channel Checks is a living channel intelligence system. Thousands of consistent conversations every month surface clean, comparable signals on demand and pricing from ground-level channel sources weeks before the market catches on. Our AI-led interviews surface demand trends, pricing movements, and competitive dynamics as they happen instead of in static postmortem reports.

AI-powered synthesis turns expert perspectives into actionable intelligence instantly, not over the course of weeks. You can simultaneously interrogate dozens of Channel Check interviews across peer sets to extract demand, inventory, and pricing insights in seconds. And with full transcript access, you can build conviction through source-level verification and defend investment recommendations with primary source evidence, eliminating the trust gap inherent in third-party research summaries.

AI Search and Summarization Technology

The result of 10+ years of AI tech development, our industry-leading generative AI tools are purpose-built to deliver business-grade insights. Our suite of tools currently includes:

Generative Search

Generative Search is a conversational search experience that allows users to ask natural-language questions and source intelligence at scale from across premium external content, internal knowledge, and quantitative data sources. Each answer provides citations to the exact snippet of text from where the information was sourced, so that it can always be referenced back.

With Deep Research mode, users can automate the creation of in-depth analysis about companies, trends, or industry topics. The model conducts dozens of searches, parses through thousands of potentially relevant results, and reasons over all of it to produce comprehensive, detailed analysis about any topic — in a fraction of the time it would take a human.

You can also take Generative Search on the go with our mobile app, giving you access to instant answers, wherever you work.

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

Every earnings transcript in AlphaSense features an AI-generated Smart Summary, which creates a tearsheet of key takeaways, analyst Q&A, and the most critical topics discussed in each call. AlphaSense users leverage Smart Summaries during earnings season to extract the most crucial insights from each call in just minutes, ensuring a comprehensive and timely view of key insights.

Sentiment Analysis

Sentiment Analysis, a natural language processing-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

The AlphaSense platform includes the following features that help research professionals conduct key workflows with greater speed and confidence:

• 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 automations: One-click agents that run full earnings workflows, from in-depth call analysis to tracking a company’s self-reported guidance to extracting key themes from analyst Q&As.
• Domain-Specific AI: Unlike generic AI tools, our AI is trained and benchmarked to understand sector dynamics, valuation methodologies, and market context just like an analyst would.

Monitoring, Analysis, and Collaboration Tools

AlphaSense is designed to help users uncover insights faster with the following tools:

• 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.
• A mobile app that lets you track real-time alerts and run AI searches on the go, ensuring you never miss a critical insight.
• 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.

Key Steps For Industry Due Diligence

The following are key steps in conducting industry due diligence, all of which AlphaSense can support you in.

TAM Analysis

The extensive library of leading real-time and aftermarket equity research within the AlphaSense platform gives you access to the big-picture insights you need before making an investment decision. It allows you to uncover key market-level metrics — including total addressable market — and stay a step ahead of your competitors to uncover new opportunities.

AlphaSense offers access to broker reports including company reports, industry reports, fixed income reports, economic/macro reports, and commodities reports — all sourced from leading research providers and analysts. With Deep Research, you can go further: generate a full market landscape report in minutes, complete with size estimates, competitive dynamics, and growth drivers — pulling from AlphaSense's 500M+ document universe (and any internal knowledge you upload) so nothing gets missed.

Proper Market Sizing

AlphaSense's Financial Data brings structured quantitative data directly into your research workflow — giving you market cap, total revenue, and key financial metrics for all major players in a given sector, alongside the qualitative context from broker research, filings, and expert calls that explains the numbers. You can customize time windows to see market size and share trends over time, or you can leverage Generative Grid to compare metrics across a peer set at scale.

Industry Benchmarking

AlphaSense Industry Comps enable instant benchmarking across key financial metrics — build custom comp sets, visualize valuation multiples with dynamic charts, and filter by sector, market cap, or region to see exactly how target companies stack up. Combined with Canalyst Models, which provide fully-drivable financial models for 4,000+ global public companies, you can move from high-level benchmarking to detailed scenario analysis without ever leaving the platform.

Company Overviews

Company tearsheets in AlphaSense provide an in-depth look into any company, including current news, financial records, news mentions, reports, regulatory updates, and more. Automated alerts ensure you never miss a new development as your diligence progresses.

For a faster starting point, Deep Research can generate a diligence-grade company primer in minutes — covering key risks, growth drivers, competitive positioning, financial context, and management signals — giving your team a structured foundation before diving deeper.

Current Company and Industry Challenges

Every deal comes with challenges. The important thing is to surface them early and understand their full implications before you commit. Channel Checks give you a real-time pulse on the market conditions surrounding your target — surfacing demand shifts, pricing changes, and supply chain disruptions directly from industry participants. Combined with Generative Search and sentiment analysis, you can quickly distinguish between well-understood risks and emerging ones that haven't yet shown up in filings or analyst reports.

Reputational Risk Analysis

A company with a poor reputation carries greater risk in any investment scenario. Sentiment analysis gives you an initial snapshot of how a brand is perceived across millions of documents, while automated alerts flag new events that could impact your target's standing. Channel Checks add another layer: structured, real-time interviews with industry participants give you ground-level intelligence on how a company is perceived by its customers, partners, and competitors — well before that sentiment shows up in public reporting.

Management Analysis

Management analysis is one of the hardest parts of due diligence to do well — and one of the most consequential. Public filings and financials only tell part of the story.

In AlphaSense, earnings calls and expert interview transcripts give you direct visibility into how management communicates, what they emphasize, and what they avoid. AlphaSense's AI Interviewer and Channel Checks take this further — autonomously conducting structured interviews with former executives, competitors, partners, and channel participants to surface firsthand perspectives on leadership, culture, and business relationships that no public document can provide. Because these insights are exclusive to the AlphaSense platform, you're getting intelligence your competitors don’t have.