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Private Equity

From investment thesis to term sheet with speed — and confidence

Unify private equity workflows from deal origination to portfolio monitoring with our AI agents. Synthesize exclusive private company insights and precedent deal notes.

Private Equity

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

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Product Use Cases

Market Landscaping & Deep Research

01Market Landscaping & Deep Research

Our AI agents synthesize insights from expert calls, broker research, filings and diligence folders to deliver comprehensive sector analysis.

  • Proprietary private company perspectives with Tegus expert insights
  • Agentic workflows automate multi-step deep dives across 500M+ premium documents and firm data
  • GenSearch unearths details tied to the specific source on TAM data and competitive landscape
  • Deep Research agents transform weeks of manual analysis into full-scale structured reports
Deeper Diligence

02Deeper Diligence

Transform diligence capabilities with AI that uncovers previously missed signals across CIM analysis VDR content synced to insights from expert calls, and market data simultaneously.

  • Significant private company coverage across 240K transcripts from Tegus expert insights
  • Interrogate a single document or an entire VDR to extract key risks, margin trends, and competitive positioning instantly
  • Investment committee confidence
  • Review and analyze CIMs at scale while extracting comparable insights with GenGrid
Screenshot of a financial tool displaying a prompt to add an IRR sensitivity table. A partially visible table shows IRR percentages across exit multiples and hold periods, with a 'Broker Research' tooltip detailing revenue compounding projections.

03Streamline IC Memo Creation

Go from blank page to investment memo - draft and stress-test your analysis using expert insights and proprietary market intelligence.

  • Create and run agents to surface trends and themes that signal potential investment opportunities
  • Pull comps and precedent transactions directly into Excel, then build and edit your LBOs using natural language
  • Generate company primers, diligence decks, and IC memos from your VDR content, expert calls, and broker research
  • Pressure-test assumptions against 500M+ documents from across the market
Portfolio Intelligence & Value Creation

04Portfolio Intelligence & Value Creation

Always-on AI that catches competitive moves, industry shifts or market signals that are relevant to your portfolio companies before you feel the impact.

  • Expert sentiment analysis across industry calls and broker research for early signal detection
  • Comprehensive briefings on portfolio company performance vs. market benchmarks
  • AI-enabled competitive insights that anticipate market shifts before they impact valuations
  • Proactive insights delivered through personalized workflows that learn your investment focus
Market Landscaping & Deep Research

Minutes to insight, not hours

Marcus Yeo
PE Associate
GenSearch completely replaces ChatGPT for my finance inquiries, dramatically accelerating how quickly I validate market dynamics and competitive insights.
Piergaetano Iaccarino
Amundi
Generative Search rapidly provides comprehensive insights on a company — this level of quick clarity is invaluable during competitive deal sprints.
Aram Afair
PE Associate
AlphaSense gave me the full market landscape with TAM instantly sourced from a broker note. I walked into IC with confidence and data I could defend.

Product Benefit

Premium content meets AI efficiency

01Premium content meets AI efficiency

Replace scattered research across market data providers, expert calls, the web and PDFs. AlphaSense combs through 500M+ premium sources with generative AI for instant intelligence you can trust.

Unlock your deal history instantly

02Unlock your deal history instantly

Upload past CIMs, IC memos, and diligence reports. GenGrid extracts comparable metrics across 100+ documents in minutes, turning buried insights into competitive advantage.

Cava SWOT analysis slide detailing Strengths and Opportunities, with an expert transcript overlay from a Former Senior VP at CAVA.

03IC-ready memos without the legwork

Leverage our native Excel and PowerPoint add-ins to pull research, financials, and expert insights directly into your models and decks. No switching windows. No copying data. Every output traceable back to source.

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Premium content meets AI efficiency

Transform PE workflows with agentic AI

Stop losing deals to faster competitors or worrying about blindspots. Power unified diligence workflows with our AI platform, combining Tegus expert insights, premium research, and your proprietary knowledge. Bring scale and efficiency to your deal process that allows you to focus on value creation.