Quantitative Research Tool for AI-Driven Market Intelligence

Why Use AlphaSense for Quantitative Research

Whether you’re evaluating a company’s fundamentals, tracking industry shifts, or uncovering early market signals, AlphaSense brings every source of intelligence you need — filings, earnings calls, analyst reports, expert research, and news — into one powerful AI-driven platform.

Unlike with competitor platforms, you don’t have to choose between qualitative or quantitative insights. Our platform allows you to search across both structured financial data and qualitative signals — management tone, competitive commentary, forward guidance, expert insights — using the same AI-powered search. The result? A full-spectrum view of markets, companies, and performance drivers that no traditional data platform can match.

Here’s why the top strategy and investment teams trust AlphaSense for their market research:

Combine the Numbers With the Narrative

A key limitation of quantitative research is that it does not provide the broader context needed for confident decision making. AlphaSense solves for that: Ours is the only platform that combines public and private financial data with a robust qualitative library of expert call transcripts, broker research, news, and regulatory documents all in one place. Our AI-powered search makes both quantitative and qualitative insights discoverable through natural-language questions. Ask about a company’s changing EBITDA margin, and Generative Search surfaces not just the numbers, but the executive commentary, analyst perspectives, and competitive context behind the numbers, all with verifiable citations. By surfacing both data and discourse side by side, AlphaSense helps researchers and decision-makers turn isolated metrics into actionable intelligence.

Quantitative Data Sets

AlphaSense provides access to extensive quantitative insights through our Financial Data offering, including:

• Historical Financials and Consensus Estimates: Access standardized financial statements for 19,000+ public companies and forward consensus estimates.
• Industry-Specific KPIs and Operating Metrics: Go beyond GAAP with sector-specific performance drivers such as subscriber counts, same-store sales, production volumes, and more.
• M&A Transactions: Access public and private deal data with intelligence that surfaces the strategic motivations behind every transaction.
• Funding Data: Gain visibility into funding rounds, investor details, valuations, ownership, and employee counts for private companies. Track competitive funding activity and benchmark performance against market trends. Spot emerging competitors and identify acquisition targets.
• Workforce Data: Find headcount totals, functional mix, hiring velocity, and attrition metrics for private companies, offering critical visibility where traditional financials are limited.
• Market Data: Get stock prices, intraday data, and volume metrics. See market reactions alongside fundamental analysis for complete context.
• Shareholder Data: Track institutional ownership and insider activity to uncover investor sentiment, control dynamics, and shifts in shareholder influence.

Advanced Search and Discovery

AlphaSense has invested 10+ years into the development of our tech stack. Our industry-leading suite of AI tools, purpose-built to deliver business-grade insights, includes generative AI features like Generative Search, Generative Grid, and Smart Summaries, as well as sentiment analysis and a relevancy algorithm. All data available in AlphaSense, including any integrated internal data, is discoverable through these genAI features. This means users can ask natural-language questions in Generative Search and get cited, verifiable answers that are sourced exclusively from data within the platform.

Unlike generic AI models that are trained broadly on public domains, AlphaSense’s domain-specific AI is trained on financial and business language. 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.

For example, you can ask natural-language questions such as “How is Salesforce’s revenue growth trending compared to peers?” or “What are analysts saying about margin pressure in SaaS?” In seconds, you can get cited, verifiable answers that seamlessly combine financial data, company documents, expert transcripts, and broker research.

Advanced Analytics and Visualization Tools

AlphaSense incorporates the following purpose-built research tools:

Company Profile: Statements, Comparables, and Charting

Explore aggregated and visualized financials, valuation metrics, consensus estimates, trading multiples, stock performance, and historical transactions, all without leaving a company’s profile.

Each company profile includes:

• Income, balance sheet, and cash flow statements
• Historical earnings and forward estimates
• Valuation multiples (EV/EBITDA, P/E, etc.)
• Customizable peer comparables
• Interactive charting for trends and peer performance

M&A, Funding, and Equity Screeners

Find opportunities with customizable targeting across public equities, M&A transactions, and private funding rounds. This includes:

• 400+ filters across financials, growth, valuation, sector, deal size, investor, and geography
• Buildable and reusable watchlists and target lists
• One-click AI summaries revealing the strategic context behind each transaction

Industry and Peer Comps

Instantly benchmark performance with pre-built comparable company analyses across 115+ industries. These analysis are fully customizable and allow you to:

• Access sector-specific KPIs like Rule of 40, RevPAR, Load Factor, utilization, and more
• View peer performance at a glance
• Export clean comp tables for valuation models or strategy decks

Canalyst Models

Explore a library of 4,100+ ready-to-use, accurate, auditable, and drivable financial models with granular company-specific KPIs and segment-level details to speed up deep-dive analysis and decision-making. With Canalyst models, you can do the following:

• Update models instantly on earnings day
• Preserve all your customizations and formatting
• Verify every number with direct source links
• Add DCF, LBO, and scenario analysis instantly

Excel Add-In

Seamlessly connect AlphaSense to Excel with a native add-in featuring simple syntax, pre-built templates, and Canalyst models that keep your data updated, accurate, and audit-ready. With this add-in, you can do the following:

• Pull statements, ratios, and KPIs
• Refresh all data with one click before meetings or earnings calls
• Use pre-built templates or extend custom models
• Access audit links tracing back to the original source

Enhanced and Accelerated Research Workflows

AlphaSense is specifically designed to automate enterprise-grade financial workflows and support smarter decision-making.

With financial modeling tools, company and deal screening, an Excel add-in, pre-built industry comps, and smart alerts, AlphaSense makes the research process seamless and comprehensive. Additionally, our collaboration and sharing tools, integrations, and annotation and commenting features improve team productivity and centralize all your internal and external knowledge in one place.

AlphaSense supports the following key financial workflows:

Company Analysis

Build a complete financial picture of any company with clean statements, industry KPIs, consensus estimates, filings, earnings transcripts, broker research, and expert insights in one place. By combining quantitative data with the qualitative context in a single query, you can move from raw data to actionable understanding in minutes.

Competitive Benchmarking

Benchmark companies using standardized financials, sector-specific KPIs, valuation multiples, price and volume data, and management commentary to uncover performance drivers and competitive positioning.

Valuation and Modeling

Accelerate modeling with auditable financials, KPI-rich Canalyst models, historical trends, and fully customizable forward estimates. Update data directly in Excel, validate assumptions faster, and refresh valuations instantly, without manual aggregation or cleanup.

Deal Sourcing

Identify and qualify targets using M&A data, funding rounds, shareholder activity, and AI-generated transaction rationales. Assess strategic fit, growth potential, and risks with complete financial visibility and the qualitative context behind every deal.