Move faster from research to decision with expanded AI workflows, automated monitoring, and faster access to high-quality insights
Highlights
- Due Diligence Workspace — Evaluate M&A opportunities in a dedicated deal workspace with AI agents that review VDRs, surface gaps and insights, and generate cited outputs.
- Comprehensive Watchlist Coverage — You can now ask Generative Search about large lists of companies (up to 100) and get exhaustive, comprehensive answers.
- Canalyst Model Alerts — Subscribe to company-level model alerts and receive real-time emails when earnings-related updates are available.
- Workflow Agents — 13 new agents for investment thesis, M&A, industry, and life science research, plus a new conversational experience.
- Fast-Follow Transcripts — Access searchable, high-quality transcripts about 20 minutes after events end, with highlights preserved across transcript versions.
- Generative Grid Live Feeds — Automate updates to your Generative Grids based on saved search criteria and monitor new content with visual cues.
- Expert Call Takeaways — Receive AI-generated summaries tailored to your project goals, key questions, and proprietary expert call context.
Full Details
Due Diligence Workspace
What’s New
- Access a dedicated, AI-native Workspace purpose-built for M&A due diligence and bring your data room, internal content, and AlphaSense library into one place .
- Run and build AI agents from your Workspace, to automate VDR review, active diligence, and building outputs, like investment memos, business cases, and reports.
- Select the right diligence materials faster with a clearer, more streamlined document picker in Due Diligence Workspace and Generative Search.
- From the document picker, organize internal and external documents into custom folders so teams can quickly find key files across their workflow.
Why It Matters
- Reduce manual review time and surface hidden risks and gaps early by using agents to summarize, structure, and analyze diligence materials in minutes.
- Combine data room documents with AlphaSense content to uncover value levers and risk signals that manual review may miss.
Comprehensive Watchlist Coverage in Generative Search
What’s New
- Generate more exhaustive and comprehensive answers when researching large company lists (up to 100.
- Use Think Longer or Deep Research with company names in the query or a linked company watchlists.
- Set up these queries as a scheduled agent to get in-depth weekly or monthly briefings on your coverage area.
Why It Matters
- Improve confidence in competitive, peer, and market landscape research by reducing missed companies and incomplete coverage.
- Produce more reliable outputs for workflows that depend on exhaustive company comparisons, screening, or ecosystem mapping.
Canalyst Model Alerts
What’s New
- Subscribe to Canalyst Model Alerts for companies of interest to receive instant email notifications when a company’s model is updated for the press release or the full filing release.
Why It Matters
- Eliminate manual checks for updated models during earnings season and other high-volume monitoring periods.
- Stay current on critical financial updates as soon as new data becomes available.
Workflow Agents
What’s New
- Access 13 new agents, including Thesis Checker, Precedent Transaction Review, Industry Primer, Demand Supply Cycle, and eight Life Science specific agents.
- Interact with the new AlphaSense Workflow Agents through a conversational, follow-up experience similar to Generative Search threads and Custom Workflow Agents.
Why It Matters
- Refine agent outputs through natural follow-up questions, making complex research workflows faster and easier to iterate.
- Expand AI-assisted research coverage across investment thesis validation, M&A analysis, industry overviews, credit risk, and life sciences.
Fast-Follow Transcripts
What’s New
- Access reliable Fast-Follow Transcripts approximately 20 minutes after earnings, investor, M&A, and other event calls end.
- Search all transcript versions in the main document library, including Live/Raw, Fast-Follow, and human-edited transcripts.
Why It Matters
- Move from event monitoring to insight extraction faster with improved speaker diarization, product recognition, grammar, spelling, and paragraph structure.
- Maintain continuity across transcript versions, with highlights and annotations preserved as transcripts progress to higher-quality versions.
Generative Grid Live Feeds
What’s New
- Set Generative Grids to automatically add new documents as they become available based on saved search criteria.
- Edit saved search criteria to automatically add or remove documents from automated Generative Grids
- Blue badges and highlighted rows allow you to quickly identify newly added documents within automated grids.
Why It Matters
- Automate monitoring workflows for earnings, sector developments, competitive intelligence, and other recurring research needs.
- Reduce manual document management by updating the underlying search query to add or remove matching documents automatically.
Expert Call Takeaways
What’s New
- Receive personalized key takeaways for each expert call, generated from the transcript and tailored to project goals and key questions documented. (For both AI-Led Expert Calls and 1:1 human-led calls)
- View these takeaways in the platform document reader for the expert call and in transcript email PDFs, available exclusively to the requesting team and never shared as apart of the ETL
Why It Matters
- Quickly identify the most relevant insights that align to your research objectives from expert calls that took place without reading the full transcript end to end.
- Create structured, investor-grade summaries that connect expert commentary directly to documented project objectives.
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