TopAlUseCasestorInvestmentFirmsByBarb Tague, Financial ResearchLeaderAlphaSensealphasense.ai
What'sInside,IntroductionCHAPTER1,DealOrigination& SourcindCHAPTER2Meeting Preparation &.Client PresentationsCHAPTER3Landscape Deep DiveCHAPTER4,Simplified Earnings SeasonCHAPTER5Surfacing & SharingKnowledgeCHAPTER6Clarity DuringMarket UncertaintyCONCLUSIONNew Era forAl-Driven IntelligenceAlphaSense
IntroductionAccording to AlphaSense s recent State of Al forBusinessand Financereport, morethan80%oforganizations surveyed reported an increased useof generative Al in their workflows over the pastyear. Having an Al tool with domain exoertise inyour businesswill be critical to extractinavaluefrom Al tools. Accordina to Gartner@"Bv202980% of enterprises will use DSLMs (Domain SpecificLanguage Models) for content creation [specific to anindustry or business function), up from 30% in 2025Asadvancements in Al continue to rapidly evolveinvestment managers are mirrorina the momentumby identifying best practices and protocols andrecalibratinq the way their firms integrate thetechnology into workflows. Al-driven workflowshave transformed from an experimental phase toone that de livers embedded value.becomina theIn this report, we examine the top Al use cases amonginvestment managers and ways that firms can adopta tactile and strateaic approach toenhancetheirbottom line and ultimately generate alphaAlphaSensealphasense.ai
DealOriaination& SourcingIn an accelerating deal environment, identifying targets andpotentialinvestmentswithspeedandprecisionis critical toremaincompetitive. With deal activity expected to continue surging into H22025,investment professionals are leveraging Al-driven workflowstostreamlineandexoeditedealorigination andsourcinaWithAlohaSense'sScreenerfunction.userscan zeroin onoublicand private company targets by screeninq customizable criteriaand metrics across equities, M&A transactions, and fundingroundsthatfittheirsearch.Thistakesthequessworkoutofdealorigination and screening, andensuresthat opportunitiesdon'get lost. Targets can be further valid ated with qualitative signalsAphaSense Companv Profiles speed up a lot of the timeconsuming aspects of our research that we do on every dealand since AlphaSense combines content and financials, we canget rid of other point solutions.VCAnalystAlphaSensealphasense.ai2
MeetinaPreparation&Client PresentationsOften, preparing for a client presentation or internal managementimeeting entails digging through flings, tran scripts, statements,andcompanydocumentsfor criticalKPls and indicatorsthatcontainauidance,outlook.andkevfinancialdatapointssuchas cash balance.The manual and tedious nature of this taskdelays time to insightand analysis, also potentially leavina criticainformationoffthetahlaAlphaSense users are increasingly leveraging tools suchasGenerativeGridtolocate"theneedleinahavstack."Beaggregating intelligence in a side-by-side vilew.users canuploadupto100documents acrossmore than two dozen topic-specifintemplates to analyze and surface ins...
