Quantitative and Qualitative Insights in One Place

Fundamental research typically involves a wide array of documents and data sources, which includes company documents, such as:

• Annual reports
• Quarterly reports
• Earnings releases and presentations
• Earnings transcripts
• SEC filings
• Investor Day materials and press releases
• ESG Reports

Typically, it also includes market and industry research documents, such as:

• Industry reports
• Broker reports
• Trade publications

Typically, it also includes alternative data sources, such as:

• Expert call transcripts
• Patent data

In the AlphaSense platform, users can find all the documents and data sources discussed above, which means they have everything they need for deep, comprehensive fundamental research and analysis.

Combined with our premium qualitative content (including filings, broker research, company transcripts, and expert calls), AlphaSense provides key quantitative insights with our new Financial Data offering.

Financial Data includes:

• 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

In addition to gaining access to all the qualitative and quantitative insights that fuel full-scale fundamental research in one centralized place, AlphaSense also provides industry-leading AI capabilities and workflow tools that make the research process more seamless, accurate, and efficient than ever.

These include:

• 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.
• Excel Add-In: Excel tool with clear custom formulas, 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.

This signature combination of crucial insights, advanced AI capabilities, and workflow tools results in accelerated and enhanced fundamental research — and provides users with a competitive edge.

“No more cobbling together insights — this is my one-stop shop.”

– Private Equity Associate

AlphaSense differs from basic stock screeners in several key ways:

Purpose: The ultimate purpose of a financial research platform (like AlphaSense) is to conduct deep comprehensive qualitative and quantitative research on companies, industries, or themes. The purpose of a stock screener is to filter and rank stocks based on simple financial metrics.

User: Typical users of a financial research platform are enterprise users that include institutional investors, corporate strategists, consultants, and IR teams. Typical users of stock screener tools, on the other hand, are retail investors, traders, and entry-level analysts.

Data Sources: AlphaSense provides access to premium, proprietary, public, and private content such as company documents, analyst reports, expert calls, news, and company financials. A basic stock screener typically only provides numerical stock data and quantitative insights like P/E ratio or EPS growth.

AI Capabilities and Automation: AlphaSense delivers industry-leading AI and automation capabilities that are specifically designed for financial research workflows and includes generative search, generative AI summaries, sentiment analysis, smart filtering, and real-time alerts — all of which result in deeper, more accurate, and faster research. Basic stock screeners typically lack these features and only offer basic filtering, if they have filtering at all.

Workflow Tools: AlphaSense is specifically designed to support enterprise-grade financial workflows. It features financial modeling, company and deal screening, an Excel add-in, pre-built industry comps, and due diligence tools that make the research process seamless and comprehensive. It also incorporates collaboration and sharing tools, as well as annotation and commenting features. Basic stock screeners, in contrast, do not provide any such tools as they are not designed to help users analyze, synthesize, or collaborate on findings.

If your goal is to conduct deep financial analysis, the platform you select should incorporate the following key elements:

Comprehensive Data Coverage: For deep financial analysis, the platform you select should ideally come with the following content sets:

• Company filings
• Earnings materials
• Broker research
• Industry reports
• Expert call transcripts
• ESG disclosures
• Historical Financials
• Consensus Estimates

AlphaSense provides access to all of these, including the world’s largest proprietary expert transcript library and the ability to conduct your own expert calls with up to 70% cost savings. Additionally, AlphaSense blends qualitative data — such as premium broker research, expert transcripts, and company documents and filings — with quantitative data all in one platform, empowering faster, smarter, more informed decisions.

Integrated Workflow Tools: Tools that make analysis faster, more seamless, and more collaborative are highly beneficial for deep financial analysis. These can include:

• Smart alerts
• Annotation and note-taking
• Collaboration features
• Integrations

AlphaSense incorporates all of these workflow tools in one platform, blending together qualitative and quantitative research tasks, making it easy to share analyses with team members or stakeholders.

Whether you are doing competitive benchmarking, market landscaping, industry research, or financial analysis, AlphaSense provides automated workflows that integrate both quantitative and qualitative data in one place.

Advanced Analytics and Visualization: Your financial analysis tool should ideally come with the following features:

• Financial modeling support
• Customizable dashboards
• Customizable watchlists

In AlphaSense, users can easily create custom dashboards and watchlists for whichever companies, industries, or themes they want to track. Additionally, the platform comes with 4,500+ pre-built financial models that offer detailed financials, operating metrics, and segment breakdowns — as well as an Excel add-in tool that helps users visualize financial data in an intuitive, ready-to-use format.

Advanced Search and Discovery: The right platform should make it easy to extract key insights and separate the signal from the noise with the following capabilities:

• Semantic search
• Sentiment analysis
• Generative AI summarizations
• Generative AI search (and Deep Research)

AlphaSense’s domain-specific AI is trained on financial and business language, unlike generic AI models that are trained broadly on public domains. This means our AI is significantly more accurate when identifying market-moving language and surfacing the most relevant insights. It’s also much more effective at supporting key financial workflows — such as earnings analysis, summarizing financial filings, and extracting key metrics from vast volumes of data.

Absolutely! AlphaSense is specifically designed to enhance both the speed and accuracy of your decisions in the following key ways:

Integrates qualitative and quantitative insights in one centralized platform – When you have all the metrics you need, along with the context behind them, you can make more informed, smarter decisions. And by not needing to toggle between multiple platforms to find disparate insights, you save valuable time.

Incorporates AI-powered search and summarization – With the help of AI search and genAI summaries, analysts can get accurate, verifiable answers to their questions in seconds, while eliminating blind spots and proactively detecting emerging themes.

Supports analyst workflows – By incorporating key features such as customizable dashboards and watchlists, real-time alerts, financial modeling, Excel integration, and custom comps tables, AlphaSense takes the manual effort and overthinking out of the equation. By accelerating these key workflows, our platform gives you back time to spend on high-value strategy and decision-making.