AlphaSense and Tegus

AlphaSense and Tegus: Better Together

In July of 2024, AlphaSense and Tegus joined forces, bringing unparalleled access to even more insights, and covering more industries and companies than ever before.

Both platforms come with extensive libraries of high-quality research, as well as data and AI tools that allow users to extract the most value from the insights they find.

Tegus has an extensive and fast-growing library of high-quality expert research, which includes coverage of 35,000+ public and private companies across TMT, consumer goods, energy, and life sciences sectors. Additionally, Tegus' financial data offering, which includes financials, KPIs, and fully drivable models on more than 4,000 public companies, as well as its BamSEC self-serve solution to search and access securities filings, adds new and unique offerings to AlphaSense's extensive product suite and datasets.

Meanwhile, AlphaSense has an extensive universe of content, spanning the four key perspectives of research, as well as industry-leading automation and AI search capabilities. These features will help Tegus customers gain a deeper understanding of market sentiments, investment strategies, and financial forecasts, complementing the expert perspectives they already rely on.

Here’s what each platform brings to the equation to empower clients to make more informed decisions with confidence:

AlphaSense

AlphaSense is a leading all-in-one market intelligence platform and smart search engine. It’s the ideal tool for research and business professionals — from analysts and financial researchers to corporate professionals — looking to implement a qualitative research strategy powered by proprietary AI technology and automation.

Financial professionals use AlphaSense to access 10,000+ premium sources of information, including trade journals, SEC filings, and company filings.

Moreover, AlphaSense provides access to broker research and an expert call library that facilitates deeper insight into companies and markets. These extra resources are accessible through two AlphaSense content sets:

• Expert Insights – 200,000+ transcripts of one-on-one calls with industry experts, customers, professionals, competitors, and former and current executives, as well as the ability to conduct your own calls with 70% savings.
• Wall Street Insights® – A collection of broker research from Wall Street’s leading firms, covering global sector themes, industries, and companies from 1,000+ sell-side and independent firms, available within the AlphaSense platform. The best part? Research professionals can preview the contents of a broker report, saving them wasted time and money on potentially fruitless research.

Additionally, AlphaSense’s Enterprise Intelligence solution allows you to integrate and query your own internal content alongside the premium external sources listed above. That includes:

• Internal research, notes, and presentations
• CIMs, virtual data rooms and investment memos
• Reports from industry and market intelligence providers
• Emails, newsletters, web pages, and RSS feeds

In this way, AlphaSense centralizes all your internal and external knowledge in one place, and allows you to leverage our industry-leading search, summarization, and monitoring tools to enhance and accelerate your research.

Unlike other research tools, AlphaSense incorporates generative AI and smart search capabilities within its platform, empowering users to find everything needed for their research without manually toggling between multiple tabs.

AlphaSense incorporates the following additional features:

Generative Search

Generative Search, now with Deep Research capabilities, transforms how users can extract insights from our vast library of premium content sources. Generative Search is trained to think like an analyst, so it understands the market research intent behind your natural language queries.

When searching for insights, Generative Search helps you get up to speed on a company or topic by instantly surfacing the answers you need. You can dig deeper into topics by asking follow-up questions or choosing a suggested query. Each answer provides citations to the exact snippet of text from where the information was sourced, so that it can always be referenced back.

Generative Grid

Generative Grid applies multiple genAI prompts across many documents at the same time to quickly provide organized answers to research questions at scale, in an easy-to-read table format. This enables users to summarize documents using pre-built criteria to save time when executing repeatable workflows.

Generative Grid pulls data from both premium external documents in the AlphaSense platform and users’ internal content. From there, users can choose pre-built templates or create their own to automate routine workflows. Each summary provides a direct citation to the source material it was pulled from.

Users can leverage this tool to track earnings transcripts, compare competitors at a glance, parse through deal rooms in seconds, track macro event impacts, or analyze merger proxy filings, among many use cases.

Smart Summaries

This feature allows you to glean instant earnings insights (reducing time spent on research during earnings season), quickly capture company outlook and bull/bear cases from analyst research, and generate an expert-approved SWOT analysis straight from former competitors, partners, and employees. All Summaries provide you with citations to the exact snippets of text from where the summaries are sourced — combining high accuracy with easy verification.

Smart Synonyms™

This unique feature is proprietary to AlphaSense and has the ability to understand both the keyword and search intent behind any of your queries, factoring in search results that include variations in business language. For example, a search for “TAM” will also bring back results on “addressable market” and “market size.”

Sentiment Analysis

Sentiment Analysis, a natural language processing (NLP)-based feature, parses through content and identifies nuances in the tone and subjective meaning of text. It then uses color coding to help readers identify the document’s positive, negative, and neutral sentiments.

This technology assigns each search term a numerical sentiment change score to help users track any slight change in market sentiment over time. Users can take advantage of it to make better-informed investment decisions and improve risk management strategies.

Integrations and APIs

It’s now becoming the industry standard for many market intelligence platforms to offer integration of internal content containing both structured and unstructured data, but it’s key that this content is indexed and immediately available. A market intelligence platform should also offer the ability to upload new external content sources (such as RSS or web content), so that you can leverage the platform’s analysis tools to pull relevant insights.

AlphaSense provides integration with commonly used programs like OneNote, Sharepoint, and Evernote, enabling streamlined collaboration with members across your organization and improving team productivity. It also allows you to search across all internal and external company content to find key insights, and the proprietary AI technology catches what other platforms miss in a secure and automated way.

Automated Monitoring

Instead of wasting hours manually monitoring, AlphaSense offers real-time alerts to keep users updated with trending topics, companies, and industries of interest. Users can also take snapshots of multiple companies frequently within the AlphaSense platform, staying in touch with the most critical insights, news, and market changes they need to know.

Exceptional User Experience

AlphaSense is built to fit into a user’s processes and workflow seamlessly. In addition to an intuitive user-friendly interface to display data and information, it allows professionals to export crucial data to their mobile devices or PCs. AlphaSense also boasts exceptional customer service — product specialists are readily available 24/5 to assist with putting together searches — which users find massively helpful in streamlining workflows.

Tegus

For investors who spend too much time manually searching, parsing, and aggregating data from disparate sources, the Tegus platform reinvents the investment research process so you can compete on your unique ability to analyze data correctly and make great investment decisions.

Unlike legacy research methods, the Tegus platform gives investors:

• The fastest way to learn about public and private companies – Whether getting up to speed or performing deeper diligence, investors need to quickly understand a company's business model, drivers, and so much more. Tegus helps this process get done in minutes instead of days.
• The most critical content and data on a single platform – The only solution with expert research, robust qualitative content sets, and key financial data in one place. Don’t settle for siloed systems and fractured data sets that slow you down.
• A single software license to drive value and consolidate research costs – Tegus provides simple platform pricing so you don’t get nickeled and dimed for those high-value datasets or powerful workflows. It’s all included.

Here are some of the main features Tegus offers, now as part of AlphaSense:

Tegus Expert Transcripts

Tap into a unique, powerful set of expert perspectives through 1:1 expert calls, panel calls, management checks, and the deepest and fastest-growing library of expert call transcripts on the market. With over 100,000 expert transcripts and growing, you can discover your unique perspective faster. The Tegus platform offers the largest curation of public and private company transcripts built on top of leading AI-powered functionality to easily find, sort, and surface powerful insights.

Tegus Expert Call Services

Connect live to the most relevant experts to fit your unique research needs. Unlike other expert networks, our call services deliver curated quality experts — fast, without the markup.

Company Perspectives (BamSEC)

Make quantitative investment research easier by transforming how you work with public company data. By streamlining access to SEC filings, earnings and events transcripts, financial documents, and more, BamSEC enables analysts to focus on what matters, save time, and do better work.

BamSEC enables users to search across multiple companies and SEC filings. Customers can use these documents to perform due diligence on companies and explore performance metrics efficiently.

Using the tables on BamSEC, users can explore past filings, create models, and benchmark company performance, all in one place, without needing to pull up individual filings to manually track a company’s metrics.

Financials and Metrics (Canalyst)

Gain instant access to over 4,000 global fundamental models and over 60 industry dashboards, all hand-built and sourced by sector-focused analysts in Vancouver. Unlike building your own models and comp sheets, using Tegus’s off-the-shelf models, dashboards, and data reduces your time spent on undifferentiated work, allowing you to compete on your ability to analyze the data, not aggregate it.

AskTegus

Tegus’ most recent AI innovation, AskTegus, is an AI-powered chat experience that allows investors to quickly cut through the noise and get the insights they need. AskTegus creates a super-charged analyst, giving users the ability to sift through Tegus' extensive database—comprised of the largest investor-led transcript library —uncovering insights within seconds, empowering investors to drive to a high-conviction decision supported by proprietary and trusted data.

Compliance

Tegus’ leading compliance framework helps ensure your research is SEC-compliant and implements transparent checks and guardrails so you can make better investment decisions. Our powerful platform and team of experienced compliance professionals use the latest technology and rigorous policies to prevent and detect potential risks or violations. Every expert call transcript is pushed through a multi-layered compliance review process that deploys proprietary AI and a team of highly trained specialists to identify and remove potential confidential information or MNPI.

Tegus allows customers to search, explore, and detect potential compliance risks or violations. The platform uses over 40 compliance experts to ensure all calls meet SEC, FINRA, and EU regulations without creating conflicts of interest or other potential violations.

Using its internal compliance tools, users can manage company-specific protocols and their team’s Tegus activity in expert calls and resulting transcripts.