What’sInside

1Introduction

CHAPTER1

2DealOrigination&Sourcing

CHAPTER2

3MeetingPreparation&

ClientPresentations

CHAPTER3

4LandscapeDeepDive

CHAPTER4

5SimplifiedEarningsSeason

CHAPTER5

6Surfacing&Sharing

Knowledge

CHAPTER6

7ClarityDuring

MarketUncertainty

CONCLUSION

8NewErafor

AI-DrivenIntelligence

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Introduction

AccordingtoAlphaSense’srecent

StateofAIfor

BusinessandFinancereport

,morethan80%of

organizationssurveyedreportedanincreaseduse

ofgenerativeAIintheirworkflowsoverthepast

year.HavinganAItoolwithdomainexpertisein

yourbusinesswillbecriticaltoextractingvalue

fromAItools.AccordingtoGartner?,“By2029,

80%ofenterpriseswilluseDSLMs(DomainSpecificLanguageModels)forcontentcreation[specifictoanindustryorbusinessfunction],upfrom30%in2025.”

AsadvancementsinAIcontinuetorapidlyevolve,investmentmanagersaremirroringthemomentumbyidentifyingbestpracticesandprotocolsand

recalibratingthewaytheirfirmsintegratethe

technologyintoworkflows.AI-drivenworkflowshavetransformedfromanexperimentalphasetoonethatdeliversembeddedvalue,becomingthenewnormin2025.

Inthisreport,weexaminethetopAIusecasesamonginvestmentmanagersandwaysthatfirmscanadoptatactileandstrategicapproachtoenhancetheir

bottomlineandultimatelygeneratealpha.

Alphasense

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DealOrigination&Sourcing

Inanacceleratingdealenvironment,identifyingtargetsand

potentialinvestmentswithspeedandprecisioniscriticaltoremaincompetitive.Withdealactivityexpectedto

continuesurgingintoH2

2025

,investmentprofessionalsareleveragingAI-drivenworkflowstostreamlineandexpeditedealoriginationandsourcing.

WithAlphaSense’sScreenerfunction,userscanzeroinonpublicandprivatecompanytargetsbyscreeningcustomizablecriteriaandmetricsacrossequities,M&Atransactions,andfunding

roundsthatfittheirsearch.Thistakestheguessworkoutofdealoriginationandscreening,andensuresthatopportunitiesdon’t

getlost.Targetscanbefurthervalidatedwithqualitativesignals,suchasexperttranscriptsforground-levelperspectives.

AlphaSenseCompanyProfilesspeedupalotofthetime

consumingaspectsofourresearchthatwedooneverydeal,

andsinceAlphaSensecombinescontentandfinancials,wecangetridofotherpointsolutions.

VCAnalyst

Alphasense

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MeetingPreparation&ClientPresentations

Often,preparingforaclientpresentationorinternalmanagementmeetingentailsdiggingthroughfilings,transcripts,statements,andcompanydocumentsforcriticalKPIsandindicatorsthat

containguidance,outlook,andkeyfinancialdatapointssuchascashbalance.Themanualandtediousnatureofthistask

delaystimetoinsightandanalysis,alsopotentiallyleavingcriticalinformationoffthetable.

AlphaSenseusersareincreasinglyleveragingtoolssuch

asGenerativeGridtolocate“theneedleinahaystack.”By

aggregatingintelligenceinaside-by-sideview,userscanuploadupto100documentsacrossmorethantwodozentopic-specifictemplatestoanalyzeandsurfaceinsightsinseconds,leveragingdocumentsacrossAlphaSense’spremiumcontentlibraryand

alsoacrossinternaldocuments.Additionally,in-linecitations

provideexactdocumentlinksforeasyreferenceandverification.

Wenolongerhavetodigthrough100filingstogetthatonepieceofinformation.

InvestmentBankingAnalyst

Alphasense

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LandscapeDeepDive

Deconstructingamacrolandscapeintogranular,actionable

insightsisaninvaluableusecaseforinvestmentmanagersandisfacilitatedthroughAI-drivenworkflows.Foundationalinsightsthatwouldordinarilytakedaysorweekstoaggregateare

createdinminutestomatchthespeedofthechangingmarket.

AlphaSense’s

GenerativeSearch

featuresenhanced

DeepResearch

functionality,enablinguserstogeneratealong-formresearch

responseonanycompany,industry,orfocusquery.Itconductsadeepdiveonanindustry,acquisitionidea,orcompetitive

landscape,andwithinminutessurfacestheintelligenceneededtomakeconfidentportfoliodecisions.

WegaveDeepResearchapromptthatwasaskingforan

overviewofacompetitivebankinglandscape.Andmyhonest

feedbackisittooktheworkthattookuslikefourtosixweekstodo,anditwasreallyclosetothesameconclusions.ButIwouldsayit’salevelbetter.

VP,PrivateEquityFirm

Alphasense

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Simplified

EarningsSeason

Acommonchallengeamonganalystsiskeepingpacewithearningsseason,forwhichcoveragecanspandozensofcompanies,acrossanarrayofindustry-relevantthemes.

Historically,analystshavehadtomanuallylocatepriorcompanytranscripts,gaugemanagementsentiment,andingestequity

researchreportsforcomprehensiveanalysis.

WithAlphaSense’sCompanyProfiles,companycoverageisaone-

stop-shopforearningsseasonandbeyond.Inoneunifieddashboard,usersaccesscurrentandhistoricalfinancialsandkeymetrics,

benchmarkperformanceversusindustrypeers,acomprehensiveearningssummaryandsnapshotofpositives,negatives,outlook,andanalystquestions,aswellasanindustryearningssummary.

Thisallowsanalyststodevotetimetohigher-valueanalysisandpreparationofclientmaterialsandinvestmentpitches.

ThisearningsseasonwashugeusingAlphaSense.Itwasphenomenal,ittookamatterofminutestogothroughacompanyandgetsmart,quick.Havingeverythinginoneplaceisagame-changer.

InvestmentAnalyst,BoutiqueAssetManager

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Surfacing&

SharingKnowledge

Proprietaryinternalcontentcontainsagoldmineofinformationandintelligencethatoftenlackstheenterpriseinfrastructure

tobeleveragedinameaningfulandeffectiveway.Siloedteamstructures,thelackofacentralrepositoryandsharedpractices,andgovernanceissuesalsocontributetotheknowledgesharingchallengesthatfirmsface.AccordingtoAlphaSense’s

Stateof

AIforBusinessandFinancereport

,employeesareonaveragespendingmorethan7hoursweeklysearchingforinternaldata,andonly39%reporthavingawell-organizedandaccessible

internalknowledgebase.

AligningwiththerightsetofAI-driventoolsisessentialtoovercomethesechallengesandensurerelevantandsecureintelligence

sharingacrossanorganization.Featuressuchasatrustworthycontentuniverse,transparentcitations,verifiablereferences,

customizableuserpermissions,andenterprise-gradedata

protectioncapableofdeliveringtheinsightsmanagersneedareessentialtoovercomethesechallenges.

AlphaSense’sEnterpriseIntelligencemitigatesknowledge

centralizationchallengeswiththeabilitytosearch,discover,andinterrogatebothinternalresearchsuchasproprietaryresearch,pitchdecks,CIMs,andmanagementnotesalongsideexternal

contentforaccurate,verifiablesummarizationsandanswers

questionslike,“howhasourthesisonXYZcompanychanged?”

Whenwehaveatonofinformationinternallyaboutan

investment,butIneedtoreferbackandsynthesizeitintoonedocument,thismakeswritingmemosmeaningfullyeasier.

InvestmentBankingAnalyst

Alphasense

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ClarityDuringMarketUncertainty

Inperiodsofmarketuncertainty,AIisparticularlyusefultohelpassetmanagersprotecttheirportfoliosfromdowntrendsand

providetheforesighttopivotstrategically.Traditionalcoveragemethodsrelyonfragmentedandscatteredsourcestobuilda

mosaicofinformationthatmayormaynotbecomplete.

AlphaSensecentralizesdiversefinancialdata,brokerresearch,expertcalls,companydocuments,andmore,replacingmultipletoolsandsubscriptionswithaunifiedplatform.Havinga

complete360-degreeviewiscriticaltonavigateuncertaintyandfluctuationsinthemarket.Furthermore,platformconsolidation

oftenallowsclientstoeliminateoneortwoothersolutions,whilegainingfasteranddeeperintelligence.

InsteadofgoingtomultipledataproviderstogetwhatIneed

fromeachone,compilingitalltogether,thenputtingitinour

system,IcanjustgotoAlphaSense.Thissavesmealotoftime.

ManagingDirector

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Conclusion:ANewEra

forAI-DrivenIntelligence

WhileamajorityofinvestmentfirmsreportrampingupeffortstointegrateAIacrosstheirenterprises

inthelastyear,ahostofongoingfactorspose

challengestowidespreadadoptionincluding

resourceconstraints,concernsaboutdataaccuracy,andhowtobestmanageunstructureddata.

Identifyinghigh-valueusecasesandpartnering

withatechnologyproviderthatdeliversspecific

solutionsetswillgivefirmsacompetitiveedgeandeffectivelynavigatevolatilemarkets.

AlphaSenseisbuiltwithinvestmentmanagersinmind,featuringthemostcomprehensive,exclusivecontentsetspairedwithcutting-edge,AI-drivensolutions.

Usersconsolidatedisparatetoolsandsubscriptions

intoasingleplatformthatunifiestrustedfinancial

data,brokerresearch,expertcalls,publicandprivatecompanyinformation,andmore.Manyclientsachievesignificantcostsavingsbyeliminatingoneortwo

otherresearchplatforms,allwhileenhancingthespeedanddepthoftheirintelligence.

Gainacompletemarketperspectivetoday,andheighten