Introduction
A leading private equity firm faced critical challenges in market research: slow, manual processes, inconsistent data, and the risk of misinformation. By adopting AlphaSense’s AI-powered market intelligence platform built on AWS, the firm streamlined research workflows, increased platform engagement by 300%, and empowered teams to move faster and make smarter, data-backed decisions — turning intelligence into a strategic growth engine.
The Proof
- 300% increase in platform engagement, demonstrating strong adoption and value across teams.
- Significant reduction in research time, enabling analysts to focus on strategic, high-value work.
- Enhanced data accuracy and consistency, building trust in insights used for decision-making.
- Improved collaboration and knowledge sharing, creating a unified, aligned intelligence approach.
The Challenge
This private equity firm operates in a fast-paced, highly competitive market where timely, accurate insights are crucial for evaluating investment opportunities and maintaining an edge.
The firm struggled with outdated research tools that produced inconsistent outputs, eroding confidence in insights. Manual research processes were time-intensive and inefficient, preventing teams from rapidly assessing market opportunities across sectors.
Additionally, the growing risk of AI-generated misinformation posed a significant threat to research accuracy and decision quality. Leadership needed a modern solution to deliver real-time, reliable insights, enable efficient information synthesis, and foster seamless cross-team knowledge sharing — all while reducing operational friction.
The platform has transformed the way we research and share insights. It feels purpose-built for the strategic depth and speed we need to compete and win.
The Solution
The firm implemented AlphaSense’s advanced AI-powered market intelligence platform built on AWS, fundamentally reshaping their research and decision-making capabilities.
Key Solution Components
- Vertical Large Language Model (LLM): Tailored specifically for industry-focused intelligence, delivering highly relevant, sector-specific insights that meet private equity demands.
- Smart Summaries: Automated content synthesis streamlined information processing, enabling rapid digestion and analysis of complex documents.
- AI-Powered Search and Table Tools: Enhanced retrieval accuracy and made financial data extraction efficient and precise, accelerating financial analysis workflows.
- Verified Data Sources: Built on secure, trusted data foundations to mitigate misinformation risks and ensure decision-grade accuracy.
- Collaborative Capabilities: Enabled easy sharing and annotation of insights across teams, fostering a culture of collective intelligence and strategic alignment.
Built on AWS
The solution utilized AWS services — Amazon Bedrock for AI model deployment, Amazon Aurora for scalable, secure data storage, and Amazon Compute for high-performance processing — ensuring a robust, scalable, and secure foundation for intelligence operations.
The Results & Future
Measurable Business Impact
- 300% Increase in Engagement: Strong adoption across the firm demonstrated high utility and immediate value.
- Faster, More Efficient Research: Dramatic reduction in research time empowered teams to focus on strategic analysis and deal execution.
- Enhanced Data Confidence: Improved data consistency and accuracy bolstered trust in insights, supporting better investment decisions.
- Improved Collaboration: Enabled seamless cross-team sharing, building a unified view of opportunities and risks.
Looking Ahead
The firm plans to expand the use of the AI-powered intelligence platform into additional investment verticals and operational areas. By continuously leveraging AlphaSense’s evolving AI capabilities and AWS’s scalable infrastructure, they aim to stay ahead of market shifts, sharpen their competitive edge, and fuel sustainable portfolio growth.
About the Company
This leading private equity firm focuses on middle-market investments across manufacturing, business services, consumer, and healthcare sectors. With a collaborative and pragmatic approach, they partner with companies to drive long-term value creation.
AWS Services Used
- Amazon Bedrock
- Amazon Aurora
- Amazon Compute
Closing Summary
Through AlphaSense’s AI-powered platform on AWS, this private equity leader transformed fragmented, manual research into a streamlined, intelligence-driven powerhouse. The solution unlocked faster insights, increased engagement, and empowered teams to move from data to decisions with unmatched speed and confidence. By transforming knowledge into a compounding strategic asset, the firm has strengthened its market position and built a foundation for future growth.
