Transforming Research Workflows: AlphaSense’s Expansion to Expert Insights and AI Modeling

AlphaSense unites filings, broker, and expert research with Gen AI to reshape fact-based research and competitive intelligence workflows.

Research By: Joanne Correia, Info-Tech Research Group

Introduction

As a Competitive and Marketing Analyst for more than 30 years, I attended the First AlphaSense Summit in Brooklyn, NY, where I spent a few days discussing the future direction of the Competitive Intelligence Market, as perceived by them, their customers, and other analysts.

Financial and expert search buyers need instant access to filings, transcripts, and expert-call libraries – plus AI that turns content into decisions.

To address these evolving demands, AlphaSense has added functionality (largely through acquisitions) to accelerate the research process by converting documents into cited insights and live Excel models. In 2025, AlphaSense acquired Carousel and, in 2024, Tegus to unify research and speed decision-making. Carousel added AI-driven Excel modeling, while Tegus brought expert calls and private-company data. Together, they advanced AlphaSense from content discovery to quantifiable modeling – cutting earnings and diligence prep from days to hours and setting new standards for speed and quality in Financial Services and Competitive Intelligence.

AlphaSense’s product arc now spans through content to reasoning to modeling to output.

AlphaSense combines Reference Grade Content (Expert data such as filings, transcripts, and expert research) with citation-grounded Gen AI to run agentic workflows. The Carousel acquisition extends this to modeling, producing outputs that build and edit Excel models – closing the loop from documents to data-driven decisions.

AlphaSense pairs content with Gen AI to run agentic workflows. Carousel adds agentic outputs that build and edit Excel models, closing the loop from documents to decisions.

Source: ChatGPT with Dalle, 2025

Why it matters: From my experience, buyers now expect to have one workspace that finds, explains, and quantifies (what?) – not just summarizes – spanning content, reasoning, and modeling via agentic workflows and agentic outputs.

User Value

  • Faster cycles: Insights flow directly into Excel models; prep time shrinks from days to hours.
  • Higher confidence: Cited broker and expert data reduces interpretation risk.
  • Fewer tools: One workspace replaces fragmented systems.
  • Consistency: AI agents standardize coverage, onboarding, and executive briefs.

These shifting dynamics underscore the need for solutions that not only accelerate research cycles but also deliver greater confidence and efficiency through unified, AI-powered workflows. Recognizing these evolving expectations, AlphaSense has invested in platform enhancements to consolidate premium content, automate repeatable processes, and enable direct modeling within a single environment.

These new capabilities, when fully integrated, will redefine the standards for research productivity and decision support.

AlphaSense Platform Goals

  • Unified Content: Filings, transcripts, and expert research in one workspace.
  • Citation-Grounded AI: Every insight links to its source.
  • Agentic Workflows: Automated, goal-driven processes.
  • Agentic Outputs: Carousel enables direct Excel modeling.
  • Expanded Insights: Tegus and Carousel add expert and private-company data.
  • Quantifiable Decisions: Move seamlessly from documents to data-backed models.

While the bar has been raised, there are still ways competitors can stand out.

As established competitors continue to offer distinct advantages in their respective domains – such as real-time pricing, private market intelligence, or governance data – the landscape is rapidly evolving. AlphaSense’s recent acquisitions and platform enhancements are designed to address these gaps by unifying premium content, integrating citation-grounded AI, and enabling direct modeling within analysts’ workflows.

This convergence signals a shift in buyer expectations: from relying on multiple specialized tools to seeking comprehensive, actionable insights and quantified outputs within a single environment. As a result, the competitive battleground is moving beyond feature comparisons to focus on how quickly and reliably insights can be translated into measurable business decisions.

  • Financial Service (FS) research terminals (Bloomberg, Refinitiv, FactSet): Unmatched real-time pricing and trader workflows; AlphaSense is not a tick-data terminal.
  • Competitive Intelligence (CI) platforms (CB Insights, PitchBook, PatSnap): Stronger private market/tech landscapes and venture/IP views. AlphaSense counters with unified premium content, citation-grounded Gen AI, and faster finance-grade modeling.
  • Governance (Diligent/Insightia): Dominant activism/proxy data sets for IR/legal with limited overlap to earnings/transcripts.
  • Consumer/market discovery (Quid/NetBase Quid): Best at social/news/patent clustering and visualization; less aligned to earnings and diligence modeling.

Net effect: The battleground shifts to quantified outputs – how quickly insight changes a cell in a model.

Our Take

AlphaSense’s enhancements are not just incremental improvements – they represent a deliberate effort to address the growing demand for comprehensive, actionable insights within a single research environment.

Building on strong customer ratings and the platform’s unified approach, AlphaSense has continued to evolve by integrating a range of advanced capabilities, with consistently high customer ratings – such as a 91% likelihood to recommend, 100% plan to renew, and strong value-for-cost scores – underscore the platform’s resonance with its user base.

Source: SoftwareReviews.com, 2025

These ratings are not just a reflection of current satisfaction; they validate the company’s strategic direction and the tangible benefits delivered by its unified approach. By integrating advanced capabilities and responding directly to evolving user needs, AlphaSense is building on this foundation of trust and satisfaction.

As the pace of research and decision-making accelerates, the demand for unified, AI-powered solutions is rapidly reshaping industry standards. AlphaSense’s latest platform enhancements and strategic acquisitions are not just keeping pace – they are setting a new trajectory for how research is conducted and leveraged.

By consolidating content, automating workflows, and enabling quantifiable modeling, AlphaSense positions itself at the forefront of a new era in competitive intelligence and financial research.

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