Generative AI for Investment Research

Trusted by the world's leading firms

100%: of the top investment banks
90%: of the top asset management firms
90%: of the top private equity firms
90%: of the S&P 100

Best-in-Class Generative AI and Agentic Tools

AlphaSense’s suite of generative AI and agentic tools equips investment teams with the resources and functionality they need for comprehensive research workflows, while providing a competitive advantage.

Generative Search

Generative Search is a conversational search and analysis tool 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.

Deep Research mode automates the creation of investment-grade 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. All of this happens in a fraction of the time it would take a human.

Additionally, with Generative Search, users can simply ask a natural-language question and the model will create a deliverable — including decks of any size, from a single-slide company profile to a 40-slide pitch book. Our slide agent supports template uploads, so the outputs are on-brand from the very first draft, no reformatting required. Users can leverage custom agents to automate the generation of recurring deliverables, from earnings summaries to sector updates, and have them land as polished drafts, not raw notes. The feature is also available on mobile.

SuperAnalyst (in beta)

SuperAnalyst is an always-on AI agent that orchestrates users’ entire workflows. With it, users can run entire multi-week projects, automate their day-to-day tasks, and streamline one-off common jobs with the same tool.

SuperAnalyst is an always-on, set-it-and-forget-it AI agent that:

Can autonomously interact with all of the data and tools on the AlphaSense platform, including actions like downloading Canalyst Financial models, creating and editing Watchlists, and setting alerts.
Has persona-specific, preconfigured set of skills purpose-built to help you automate your most repetitive work.
Has persistent memory so nothing is lost between sessions or stages of a project.
Can write and run code to perform data analysis, build visualizations, and create polished work products in PowerPoint or Excel.
Can run entirely on its own — triggered on a schedule (daily or weekly) or by events like new document alerts or model updates — so your most routine workflows just happen.

Workflow Agents

AlphaSense Workflow Agents are pre-built, end-to-end research workflows that transform hours of manual work into minutes with a single click — no blank page, no prompt engineering. Each agent is designed around a specific task: generating a company profile for an IB pitch, running a diligence scan of a niche sector for a PE analyst, or surfacing market adoption signals for a corporate strategist. For teams that want full control, Custom Workflow Agents let you build and automate your own recurring workflows on top of the same Generative Search technology. These custom agents can also be scheduled to operate autonomously, so your briefing or report gets sent to your inbox before you need it.

AlphaSense for PowerPoint

AlphaSense for PowerPoint is a native add-in that brings the power of AlphaSense into your working decks, reading your existing slides, understanding your structure, and making targeted edits. It brings AlphaSense's full content library of 500M+ documents spanning broker research, earnings transcripts, filings, expert interviews, and your firm's own internal documents directly into the side-pane, meaning you never have to leave PowerPoint to do research.

Within PowerPoint, users can ask AlphaSense to add a funding timeline, update the market overview with last quarter's earnings data, or generate a new competitive section based on recent filings or expert call transcripts. It can also review your slides: Ask it to scan for logical gaps, stale data, or inconsistencies between slides, and it will suggest improvements based on context pulled from the AlphaSense platform. Link slides to their Excel models so charts and tables refresh when assumptions change without re-exporting or re-pasting, keeping your analysis and story together in sync.

AlphaSense for Excel

AlphaSense for Excel brings that same intelligence into spreadsheets. For example, users can prompt the platform (in natural language) to add a quarterly revenue build with scenario cases, layer in an LBO debt schedule, or restructure the assumptions tab — and the model extends the logic instead of replacing it. Because the edits are surgical, existing formulas and dependencies stay intact.

Because AlphaSense draws from proprietary licensed content, you can ask within Excel to pressure-test your revenue assumptions against what management actually said on the last three earnings calls, or cross-reference a margin build against broker consensus. This enables you to catch where a model may have drifted from the underlying research, with full source traceability back to the original document.

Due Diligence Workspace

Due Diligence Workspace is a dedicated, AI-native environment purpose-built for deal teams. Sync your VDR documents (including via a native SS&C Intralinks integration), organize them alongside internal notes and memos, and run AI agents that flag risks, validate management claims against outside sources, and generate investment-committee-ready outputs in minutes — all in one secure environment.

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 (NLP)-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.

Check out our Sentiment Indices: sector-level indicators across 15+ sectors, aggregating sentiment across earnings transcripts and normalized on a -100 to +100 scale, updated every reporting cycle. This gives users a structured, cross-company read on where confidence is rising or falling, not just a single-document tone read.

Robust Search, Summarization, and Workflow Orchestration

AlphaSense Enterprise Intelligence is a secure, end-to-end market intelligence solution that layers AI search, summarization, and agentic workflow technology onto a consolidated library of both proprietary internal research and premium market intelligence content.

Enterprise Intelligence allows investment teams to enhance the value of their institutional knowledge using AI to search, summarize, and interrogate proprietary internal data alongside a vast repository of 500M+ premium external documents.

By centralizing siloed research workflows, teams can make investment decisions faster and with more confidence. Unlike many other genAI solutions, AlphaSense also enables investment teams to analyze and extract insights directly from broker research using our proprietary genAI functionality.

Some of the capabilities of AlphaSense’s Enterprise Intelligence include:

Instant GenAI-Powered Answers – Our purpose-built genAI chat and summarization capabilities draw on multiple task-optimized large language models, each selected for its strengths on different reasoning and summarization tasks, and are grounded in AlphaSense’s curated content universe through a RAG approach — minimizing hallucination and keeping every output traceable to its source.
Ease of Integration – Through an AlphaSense-managed solution in our secure cloud or a customer-managed solution in the cloud of your choice, Enterprise Intelligence integrates your content at enterprise scale through our Ingestion API or Enterprise-Grade Connectors, easily supporting the upload and management of tens of millions of documents.
Out of the box functionality – Automatically integrate and tag PDFs, SharePoint docs, CIMs, Excel sheets, and more. Get quick context using genAI summaries with in-line citations — verifiable with one click.
Enterprise-Grade Data Protection – AlphaSense Enterprise Intelligence’s cloud environment complies with global security standards — SOC2, ISO270001 compliant, conducts regular, accredited third-party penetration testing, offers FIPS-standard encryption on all content, and supports SAML 2.0 integration.

AlphaSense’s Enterprise Intelligence also boasts scalability features such as user management, broad system connectors, infrastructure compatibility, and collaboration tools.

Frequently Asked Questions

How accurate is AI-generated research, and can I rely on it for high-stakes decisions?

AlphaSense's AI is built to be defensible, not just fast. Every output is grounded in AlphaSense's curated content universe through a retrieval-augmented generation (RAG) approach, meaning answers are anchored to authoritative source documents rather than generated from open-ended model knowledge. The system is also designed to recognize when a question falls outside its domain or when it lacks confidence in an answer, rather than guessing. Every summary, search result, and grid output is citation-linked back to its original source, so you can verify a claim with one click before it informs a decision.

What's the difference between AlphaSense's AI and using a generalist tool like ChatGPT or Claude for research?

General-purpose AI tools are trained on broad public data and the open web — useful for many tasks, but not built for high-stakes financial research, and they don't carry the same content foundation or domain tuning. AlphaSense's AI is grounded exclusively in a 500M+ document library of premium business content — equity research, earnings calls, expert transcripts, filings, and more — combined with your own proprietary internal research. That means every output is already anchored in the vetted and traceable source material investment decisions require, without you having to manually verify it against outside tools first.

For more on how AlphaSense compares with these tools, check out our compare pages: AlphaSense vs ChatGPT // AlphaSense vs Claude

How much oversight do I retain when AI is running workflows autonomously?

With AlphaSense, you retain full oversight as our agentic workflows are built with operational transparency, so you can see how an output was reached and which sources informed it, and every result remains fully auditable and source-linked rather than opaque. Every output is reviewable, verifiable, and traceable to ensure conviction.

Additionally, our Custom Workflow Agents put you in the driver's seat: you decide exactly what each agent does. Save your own queries and prompts as reusable, named agents tailored to the companies, topics, or variables you care about, then choose whether to run them on demand or on a recurring schedule. Every agent stays fully yours — view, edit, or delete it at any time — and every run is logged to your search history, so you always have a clear record of what ran, when, and why.

Is my firm's proprietary data secure when using AI search or agentic workflows?

How does AI help with due diligence?

With traditional methods, conducting due diligence can be an onerous and time-consuming task, which may or may not yield findings relevant to a search. Scouring multiple sources of information with limited success can be likened to finding a needle in a haystack — effortful and time-consuming, with no guaranteed payoff.

AI can quickly process financial statements, contracts, transaction histories, and other critical documents, identifying anomalies, trends, or risks that might be missed in a manual review. AlphaSense's Due Diligence Workspace applies this directly to the diligence process, bringing document intake, analysis, and synthesis into one traceable, agentic workflow. This not only expedites the due diligence process but also improves accuracy, as AI can detect patterns that indicate potential red flags in a company's financial health — while ensuring every finding is traceable back to its source.

How does AI help with deal sourcing?

In the private equity space, AI streamlines the deal sourcing process by automating the discovery and analysis of potential investment opportunities. By screening through vast amounts of data from various sources, agentic workflows can help identify high-potential deals that align with specific investment criteria — all in less time and minimized risk of missed opportunities.

AI is adept at identifying patterns and trends which can help investors tap into emerging opportunities in growing sectors or undervalued assets. These tools can also develop alpha-generating resources such as deal sourcing maps and outreach strategies, expand narrow or niche lists to include similar acquisition targets, and even help draft correspondence.

How does AI help with knowledge sharing?

Investment firms are increasingly prioritizing knowledge sharing and discovery initiatives, and AI is central to this endeavor. By instantly scouring huge volumes of internal and external data, AI can accurately summarize the content in a digestible format, answer any of your questions regarding the content, and accelerate the speed to insight.

AlphaSense’s Enterprise Intelligence enables you to search, summarize, and ask follow-up questions across your proprietary internal research, as well as the premium external research available in the platform. The solution is fully customizable and is designed to foster collaboration for more efficient knowledge discovery and sharing.

How does AI help with market research?

AI is transforming the way investment teams conduct their market research by accelerating speed to insight and maximizing the value extracted from each content source. It can parse through company documents, expert interviews, industry briefs, lengthy regulatory filings, analyst reports, and other qualitative sources in seconds, distilling the most crucial insights that are relevant to your specific market research interests. It can accurately answer your market research questions, basing its answers on premium high-quality content sources and providing citations for easy reference and assurance.

In other words, it allows investment teams to spend less time manually searching for information and more time analyzing insights and building strategies — resulting in greater efficiency, strategic focus, and conviction.

Learn more about how AlphaSense’s generative AI supports market research.