AlphaSense for Investment Banking

Top use cases for Investment Banking

This comprehensive guide will provide insight into the top use cases of AlphaSense for investment banking, as well as provide sample searches to get you started!

NOTE: For any search in this article, replace any topic of interest and/or company to customize for your purposes

• Leverage AI Purpose-Built for Business Decisions
• Uncovering Industry Trends at Scale
• Pulling Industry Primers & Initiation of Coverage Reports
• Getting up to speed on an Industry
• Market Sizing Exercise
• Building out a Competitive Landscape
• Benchmarking Exercise
• Pulling Peer Comps & Tables of a company of interest
• Finding Precedent Transaction Analysis
• Private Company Alerts
• Pulling Valuation Metrics of a Company
• Expert Calls to get up to speed on an up-and-comping theme
• Company Searching through Expert Calls (Public or Private Companies)

Leverage AI Purpose-Built for Business Decisions

Identify market opportunities before competitors with AI designed to scan hundreds of millions of documents simultaneously, including proprietary content unavailable anywhere else.

Uncovering Industry Trends at Scale

Save time on routine tasks like meeting prep, company deep dives, precedent transactions analysis, and more with generative grids that apply a standard set of questions across your pick of documents.

Pulling Industry Primers & Initiation of Coverage Reports

Identify any instances where new coverage has been initiated for companies of interest, by filtering content to Research > Initiation Reports.

• ["New Coverage Initiations" search] > Replace companies/tickers with those of interest to you

Getting up to speed on an Industry

Leverage our diverse content sets to learn about and monitor any trends of any sub industry of interest.

• ["Industry Outlook" search] > Replace "HR Software" with the industry of your choice

Market Sizing Exercise

Compare TAM projections over time across all Sell Side reports with a single search. Select Export in the bottom-right hand side and then click the Generate Summary PDF option to see estimates across the industry all in one consolidated PDF.

• ["Historical 5-YR TAM Analysis" search] > Replace "HR Software" with the industry of your choice

Building out a Competitive Landscape

Rapidly generate an exportable list of the companies most involved in a space, such as liquid biopsy, by viewing the “Companies in Search Results” panel of your Search Summary.

• ["Competitive Landscape" search] > Replace "HR Software" with the industry of your choice

Benchmarking Exercise

Dive deep into how a company's management team has spoken about a given topic within transcripts over time to identify any changes in language. Open a recent transcript on the left-hand side, select the "Insights" tab in the middle pane to see a graph of sentiment change as well as top topics and KPIs. Then, select "Show History" to open a historical view of mentions in transcripts across time.

• ["Companies' Focus Over Time" search] > Replace companies/tickers with companies/watchlists you care about

Pulling Peer Comps & Tables of a company of interest

Export tables directly from AlphaSense to get more granular and pull back peer charts for a specific comp

• ["Peer Comp Table Pull" search] > replace "Gold" with your topic of interest

Finding Precedent Transaction Analysis

Search for precedent transactions specific to any industry you're looking at

• ["M&A Activity/Precedent Transactions" search] > replace "speciality pharma" with the industry you're interested in

Private Company Alerts

Search private companies you monitor in the Keyword Search and create   to capture any mentions of them across the market.

• ["Private Company" search] > replace "velocity clinical research" with the full name of the private company

Pulling Valuation Metrics of a Company

Quickly pull valuation metrics for a public company and export the breakdown into Excel via Table Export or Table Clipper

• ["Valuation metrics" search] > replace ARIS.CA with the public company name/ticker of interest

Expert Calls to get up to speed on an up-and-comping theme

Leverage expert calls to understand industry expert perspectives on any topic or theme.

• ["Expert Calls - Topic" search] > replace "EV charging" with your topic of interest

NOTE: If you do not have access to Expert Calls but are interested in learning more, please reach out to your Account Manager or "Live Help" and we'd be happy to assist

Company Searching through Expert Calls (Public or Private Companies)

Leverage expert calls to understand industry expert perspectives around any company.

• ["Expert Calls - Company" search] > replace "Instacart" with your company of interest

NOTE: If you do not have access to Expert Calls but are interested in learning more, please reach out to your Account Manager or "Live Help" and we'd be happy to assist