AlphaSense

Stop trawling through dozens of PDFs and tabs—start with a question. In AlphaSense, you pick your universe (filings, earnings calls, broker notes, news, or your own data room) and type the task you need done: “Outline the U.S. telehealth landscape for a 2-page brief,” or “What changed in Company X’s margin outlook this quarter?” The system returns a tight summary with links back to every passage it used, plus suggested follow‑ups you can click to dig deeper. You can iterate like a conversation, refine by company, sector, time range, or geography, and pin useful snippets into a draft you can share with your team.

When you need breadth, switch to the grid view. Enter a set of prompts (e.g., pricing model, customer mix, 12‑month growth guidance) and apply them to a stack of documents at once—latest calls, 10‑Ks, and industry pieces across five competitors. AlphaSense compiles side‑by‑side answers in a table, making gaps and inconsistencies obvious. Tweak a prompt, rerun in seconds, then export to Sheets or slideware. This is ideal for competitor tear‑downs, supplier mapping, or tracking how management language shifts across quarters.

For recurring work, build extraction templates. Define the metrics and phrases you care about—ARR, NRR, churn, net adds for SaaS; procedure volumes for medtech; capex and production for energy—and let AlphaSense lift them automatically from transcripts, sector read‑throughs, diligence notes, and deal rooms. Drag to reorder fields, add thresholds and tags, and save the template as a team playbook. An investment memo becomes a workflow: generate a company brief, pull risks, catalysts, and comps into sections, auto‑fill the KPI table, and attach source links for auditability.

Set up monitoring to stay ahead without babysitting feeds. Create watches on tickers, themes, and custom topics; choose cadence and channels; and get only the updates that pass your filters. Ask “What materially changed since last quarter?” and receive a change log with citations. Collaborate by commenting on passages, assigning owners, and tracking versions; export to Excel, PowerPoint, or Slack when you’re ready to ship. With domain‑aware answers, transparent sourcing, and repeatable playbooks, AlphaSense becomes the place you write, plan, evaluate, and decide—fast.