Generative Search integrates structured financial data directly into AI-generated responses
- Unified Financial and Qualitative Insights in Generative Search
- What are the Core Financial Data Components?
- Example Generative Search Questions You Can Ask
Unified Financial and Qualitative Insights in Generative Search
AlphaSense now delivers more complete and trusted answers in Generative Search by combining structured financials, company KPIs, and transaction data with premium qualitative content like filings, broker research, transcripts, and expert calls.
This integration bridges traditional financial analysis with AI-powered research, enabling you to ask natural-language questions about financial performance and trends, combine qualitative insights with quantitative data in a single response, and receive answers grounded in both financial data and underlying source documents.
What are the Core Financial Data Components?
Generative Search is built on a rich foundation of structured and qualitative data, allowing it to deliver complete, trusted, and auditable answers. Below are the core data components that power Generative Search results.
Historical Financials & Consensus
- Access financial performance and consensus estimates across more than 22K public companies with 20+ years of historical data.
- When financial data is used in a Generative Search response, citations link directly to our Equity Screener so you can continue to refine your screen.
Company-Specific KPIs (Canalyst)
- Generative Search can answer questions using sector-specific KPIs across 4K+ companies, including metrics like Rule of 40 for SaaS companies, Load Factor for Airlines, and RevPAR for Hotels.
- All KPIs are fully auditable within Canalyst Models.
M&A Transactions
- Create natural language screens and explore insights across approximately 1 million M&A deals.
- Generative Search can generate rationale-rich summaries with one click, complete with citations back to the underlying transaction data in the M&A Screener.
Funding Rounds
- Generative Search incorporates data from over 700K funding rounds to enhance company overviews, peer comparisons, and market landscape analysis or help benchmark valuation multiples with precedent rounds.
Market Data
- Global equities and pricing provide quick market context within Generative Search responses, helping you ground insights in real-time market conditions.
By combining structured data (financials, KPIs, deals, and market data) with premium qualitative content (filings, broker research, transcripts, and expert calls), Generative Search delivers domain-specific AI that produces more accurate, trusted, and actionable answers.
The result: faster decision-making, full auditability back to source documents, and powerful insights without leaving your existing research workflow.
Example Generative Search Questions You Can Ask to Leverage Financial and Qualitative Data
Use the examples below as a guide for how to frame effective, natural-language questions in Generative Search and what to expect in return.
Each row pairs a sample question with the type of structured, source-backed output you’ll receive when querying across M&A, funding, equity screeners, KPIs, and financial segments, helping you quickly see how numbers and narrative come together in practice.
M&A, Funding & Equity Screeners:
| Query: | Expected Output: |
| What are the 10 largest precedent M&A deals in Enterprise SaaS over the last few years and what was the strategic rationale for each? | A ranked list of deals showing values, multiples, and key participants, with a concise rationale for each transaction, citations to filings and press releases for verification, and one-click export to a comparable deals table. |
| What was the most recent funding round for OpenAI and Anthropic? Include date, round details, and post-money valuation. | Side-by-side funding cards displaying round details with cited sources, plus optional follow-up actions to generate peer lists and market maps |
KPIs & Segments:
| Query: | Expected Output: |
| What was Lululemon’s US and global same-store sales growth last year? | KPI changes broken out by geography with cited sources, plus direct links to Metrics in the Company Profile for underlying definitions. |
| Compare Apple’s Services vs. Products gross margin in 2023 and 2024. | A two-year margin comparison with clear callouts on mix shifts, plus direct links to Financials and relevant 10-K excerpts for verification |
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