Skip to content
Investment Banking

Give every deal an agentic AI edge

Spend more time advising clients — not compiling spreadsheets. Transform pitch prep, market & comps analysis, buyer discovery, and due diligence.

AlphaSense customers trust us to keep them up to speed, securely

Deutsche Bank LogoUBS LogoJP Morgan LogoBoA Logo

Product Use Cases

A pop-up requests to build a "football field chart" for implied valuation, with a partially visible financial valuation chart below.

01Pitch Book Preparation & Market Research

Build deal-winning pitches and ramp on markets with AI-synthesized insights from exclusive, verified content.

  • Polished market primers, company profiles, and target lists on-demand
  • Fully-sourced slides with a single prompt — in your firm’s template
  • PowerPoint and Excel-native add-ins allow you to build, iterate on, and stress-test your materials
  • Expert call transcripts covering private and public companies, alongside broker research from 1,500+ premium sources
Buyer and Target Identification

02Buyer and Target Identification

Identify the highest-value buyers faster with AI-driven analysis of M&A activity patterns and proprietary signals.

  • Private and public company coverage spanning 40M+ entities globally
  • Earnings call analysis revealing acquisition appetite
  • Historical M&A pattern recognition across buyer types and precedent deal notes
  • Buy-side coverage revealing strategic priorities and acquisition criteria
A user interface showing a prompt to add a sensitivity table and a partially visible table displaying IRR data, with a "Broker Research" tooltip open.

03Transaction Comps & Valuation Analysis

Source accurate transaction comps and multiples with AI that processes thousands of data points in seconds.

  • Public and private comps that can be pulled directly into your Excel models and PPT decks
  • Real-time trading and transaction multiple analysis
  • Sector-specific valuation benchmarking from exclusive research
  • Fully drivable and automatically-updated Canalyst models
Deal Prep & Due Diligence

04Deal Prep & Due Diligence

Accelerate deal execution with comprehensive risk analysis powered by proprietary content sources and exclusive expert coverage.

  • Expert call insights on industry headwinds and competitive threats
  • Synthesize large amounts of data to get deals to market quicker
  • Regulatory and ESG risk intelligence from specialized sources
  • Ask in Doc functionality for instant CIM and VDR analysis
A pop-up requests to build a "football field chart" for implied valuation, with a partially visible financial valuation chart below.

Insight in minutes, not hours

Diversified Industries Associate
Bulge bracket firm
This project would typically take five hours over the span of a few days and I did it myself in 10 minutes…while we were on the phone with the client.
Managing Director
I’m about to advise on a $10bn deal, so I need to become an expert quickly on this space and have peace of mind that I am not missing anything. AlphaSense allows me to accomplish both.
Associate
In traditional IB fashion, I wasn’t looking forward to trying something new initially — but AlphaSense has been hard to ignore. When I need to get smart on an industry quickly, it’s the most powerful resource I have to aggregate broker research, company presentations, press releases, and company reports, and find what I need in a pinch.

Product Benefit

Win More Mandates With Deal-Winning Insights

01Win More Mandates With Deal-Winning Insights

Expert insights and private company intelligence surface opportunities competitors miss — helping you differentiate pitches and secure higher-value sell side mandates.

Execute Deals Faster With AI Synthesis

02Execute Deals Faster With AI Synthesis

AI synthesizes comps, breaks down buyer lists, and drafts management presentations automatically — freeing bankers to focus on advisory work that drives deal success, not compilation tasks.

Product Benefit

03 Leverage historical knowledge to drive bigger deals

Harness insights from past transactions with out-of-the-box integrations that layer genAI tools on top of deal notes, pitchbooks, PDFs, and CIMs.

Win More Mandates With Deal-Winning Insights

Helping investment bankers win more and close faster

Transform how your team executes deals. See how AI-enhanced business insights help investment bankers win more mandates and close faster — freeing you to advise, not compile.