In a fast-paced environment, screening deals with precision and speed is essential. However, the process is fundamentally clunky. Evaluating a potential investment or whittling down targets comes with challenges that stall progress and detract from zeroing in on the right opportunities.
Commonly leveraged datasets are often noisy, fragmented, and accompanied by a chaotic workflow. Benchmarking against qualifying investment criteria further complicates an already belabored process. Screening is also often conducted through subjective sources of information, rather than those objectively grounded in data.
Investment teams are increasingly turning to tools like AlphaSense to simplify and streamline the deal screening process. With agentic AI capabilities like the Deal Intelligence Agent, getting the complete data-driven picture on any deal is done in one click and provides the market context crucial to move opportunities forward.
A Sea of Inefficiencies and Missed Opportunities
Traditional deal screening is overrun by a sea of inefficiencies that can ultimately result in lucrative deals falling between the cracks while precious time is wasted piecing together fragmented data, vetting key information, and consulting several sources of truth.
Certain factors create lingering inefficiencies across the entire process, detracting valuable time for analysis and introducing unnecessary risk:
Inaccurate and Incomplete Financial Data
Inaccurate financial data on a target company can pose significant complications for deal viability. Lacking clean and structured data can result in potentially passing on a good opportunity, or pursuing a flawed one that consumes valuable time and resources. Investment teams armed with tools that net vetted, comprehensive data gain the upper hand by executing with speed and confidence.
Large, Scattered Datasets
Data essential to deal screening is often scattered across multiple third-party platforms as well as internally, resulting in time squandered toggling between platforms and sifting through large data sets to make sense of complex and conflicting information, such as tracking down a company’s true valuation figure.
Inconsistent Evaluation Framework
Deal screening data is often compiled and aggregated into individual spreadsheets and de-centralized locations such as personal drives, email threads, and notes. The process is not only time-consuming and manual, but also siloes valuable intelligence and may yield varying perspectives and mixed conviction when evaluating a potential deal. This can ultimately delay decision-making and forfeit early-mover advantage.
Lack of Custom Filters
The absence of custom filters complicates the deal screening process even further through the inability to align qualification criteria such as sector, region, or revenue size with investment objectives. This creates a noisy environment and makes it difficult to surface high-value deals.
Incomplete Market Picture
Assessing the viability of a deal against the market landscape is a critical step in the screening process. Understanding the impact of macroeconomic factors such as tariff policies, geopolitical events, and monetary policy can materially affect a target company’s long-term outlook and profitability.
Deal Data that Delivers the Whole Picture in Seconds
AlphaSense’s newly expanded Financial Data offering eliminates the guesswork from deal screening with the most comprehensive intelligence workflow for M&A transactions, funding announcements, and equity screens, centralized in one unified platform.
Surface New Opportunities
Investors can quickly zero in on public and private company targets by selecting over 200 customizable metrics (revenue, EBITDA, growth rates, margins, etc) that align with their search criteria to surface new opportunities and to generate ideas.
One Million Transactions at your Fingertips
Users can search on nearly a million public and private M&A transactions in a side-by-side dashboard that provides one-click deal summaries and allows you to custom filter, export to Excel, and share saved findings with your colleagues. Discover precedent deals and identify potential targets in a matter of seconds.
Conduct a Target Company Deep Dive
Once a target company is identified, users can click over to the Company Profiles tab to conduct a deep dive. Company financials are warehoused in one unified dashboard, offering a current and historical look into revenue, EBITDA, EPS, competitor performance, valuations and ratios, consensus estimates, comparables, charting, historical transactions, and peer comparisons.
Workflow Automation at Scale
With AlphaSense’s Deal Intelligence Agent, understanding the story behind the deal is built into an automated workflow. By hovering over any row in the Mergers & Acquisitions Screener tool, a purple Summarize Deal button delivers an instant summary of the who, what, and why behind a transaction. This saves valuable time and eliminates the need to source secondary reports or news to understand the context behind a deal. It also enables users to leverage AI to dive deeper with follow-up questions and reference citations from source documents.
Simplify Deal Screening with AlphaSense
In a sea of potential deals, discover emerging opportunities faster than ever with AlphaSense’s deal screener. Search on nearly a million M&A transactions, nearly 700,000 funding rounds, and equity deals on over 17,000 companies. With AlphaSense’s newly expanded Company Profiles and Financial Data, robust deal and company data exist on one unified platform to deliver the most comprehensive quantitative and qualitative intelligence that drive deals with conviction.
Discover how our Agentic-AI suite including Deal Intelligence Agent can streamline and simplify the most complex and manual research task, to free up time for higher-value strategy and deal execution.
