Deeper connectivity, faster diligence, and smarter data tools to power your research.
Highlights
- Zoom Connector — Bring Zoom meeting content into your market research in one platform
- Expanded Due Diligence Workspace Agents — 13 AI agents now powered by Deep Research for deeper diligence
- CIM Analyzer Agent — Turn uploaded CIMs into cited, structured screening memos instantly
- Bulk Folder Upload — Upload entire folders and ZIP files across AlphaSense in one action
- Smarter TableX — Extract complex multi-column tables with greater accuracy and clarity
- Industry Comps Enhancements — Pin favorites, save views, and search companies faster
- Document Type Classification for Life Sciences & Healthcare — Classify internal content with industry-specific document types
Full Details
Zoom Connector
What's New
- Query your hosted Zoom meeting data using natural language alongside AlphaSense's market intelligence.
- Access Zoom recordings, transcripts, AI Companion summaries, and participant details in real-time.
Why It Matters
- Make past conversations searchable context. Find and analyze decisions, action items, and open questions across meetings in minutes.
- Connect meeting insights to the market connect that explain why they matter.
Availability: Open Beta for all Enterprise Intelligence customers and trialers. Requires cloud recording and transcription enabled in Zoom; a paid Zoom plan for participant lists; and AI Companion enabled for AI summaries.
Expanded Due Diligence Workspace Agents
What's New
- Six new pre-built deal agents added to the Due Diligence Workspace, bringing the total to 13
- All 13 agents now leverage Deep Research for deeper, more comprehensive analysis.
Why It Matters
- Instantly screen and pressure-test deal materials against AlphaSense's full content library.
- Produce structured, cited diligence memos and reports with less manual work.
Availability: Live now for all Enterprise Intelligence paying users and trialers.
CIM Analyzer Agent
What's New
- Upload a Confidential Information Memorandum (CIM) to generate a cited, 9-section screening memo.
- Provide your fund’s screening criteria to receive a tailored assessment of investment fit.
Why It Matters
- Screen opportunities faster with a structured, ready-to-review memo
- Evaluate each opportunity consistently against your fund’s investment criteria.
Availability: Live now for all Enterprise Intelligence paying users and trialers.
Bulk Folder Upload
What's New
- Bulk upload documents from entire folders, including nested subfolders and ZIP files, in a single action
- Available across File Upload, Integration Center, Generative Search, Generative Grid, and Workspaces/DDW
Why It Matters
- Bring in Virtual Data Rooms and other bulk content with far less manual effort.
- Analyze your proprietary content alongside 500M+ premium documents for research, due diligence, and more.
Availability: Live now for all Enterprise Intelligence paying users and trialers.
Smarter TableX
What's New
- Support for multi-column tables to improve your experience extracting data directly from filings
- Get clear column headers in spreadsheet outputs
Why It Matters
- Extract complex table data more reliably, with greater accuracy and clarity
- Spend less time cleaning up exported spreadsheet data
Industry Comps Enhancements
What's New
- Pin your favorite industries to the top of the page.
- Automatically save column and filter selections for each Industry Comp, including a new Country filter.
- Find companies by ticker faster, with a new "Select All / Deselect All" column toggle.
- View aggregates to easily identify benchmarks and outliers.
Why It Matters
- Save time with personalized, persistent views instead of rebuilding them each visit
- Get deeper insights faster with aggregate data shown directly in the table
Document Type Classification for Life Sciences & Healthcare
What's New
- Document type classification now automatically organizes your internal content using categories built for Life Sciences & Healthcare Consulting.
- New categories include Drug Asset Profile, Disease Landscape, Competitive Intelligence, Regulatory, Scientific Publication, and more
Why It Matters
- Get internal documents understood and categorized within a scientific and regulatory context
- Filter, search, compare, and reason across internal and external content together
Availability: Available now for Life Sciences & Healthcare Consulting Enterprise Intelligence accounts and trial users.
Other Enhancements
- Live Transcripts Calendar Sync — Add upcoming events from Live Transcripts directly to your Outlook or Gmail calendar.
- Latest Shareholder View — New view carries forward recent holdings to prevent data drop-offs between filings.