6 Ways to Accelerate Venture Investment Research

In the world of venture investing, time is of the essence. The ability to access high-quality insights, analyze data quickly, and maintain compliance standards can make or break an investment opportunity. That’s where AlphaSense comes in.

AlphaSense is a leading market intelligence platform designed to help organizations make faster, more confident decisions and revolutionize the way venture investors conduct market research. Venture capital investors can optimize their primary investment research by leveraging AlphaSense to gain quality expert perspectives, an integrated workflow, faster time to insight, and more comprehensive due diligence.

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

Combine our suite of Expert Insights with the financial documents and broker research available in the AlphaSense platform to gain the full value of an integrated market intelligence experience. 

In this blog, we explore the top ways the combined value of AlphaSense and Tegus can supercharge your venture investment research, enabling you to make informed decisions efficiently and effectively.

Top 6 Ways to Accelerate Venture Investment Research

1. Expert Insights

While traditional expert networks are time-consuming and laborious, investment researchers can accelerate their primary research with streamlined access to Expert Insights and make more informed venture investment decisions.

For example, environmental, social, and governance (ESG) criteria are increasingly being integrated into investment portfolios, as investors are seeing the improved performance and profits that impact investing brings. In order to validate their ESG portfolio, investors must conduct proper ESG due diligence. One of the best and most differentiated ways to do so is by relying on AlphaSense’s Expert Insights. Expert perspectives on social issues offer qualitative insights around key metrics for ESG investing, providing soft market data to help venture investors validate theses and make well-informed investments.

Unlock the full value of AlphaSense by leveraging our ever-growing expert transcript library and Expert Call Services to discover proprietary insights across a wide range of industries that fill in the gaps of any investment strategy.

Expert Transcript Library

Dive into over 140,000 expert transcripts in our library to access proprietary insights across a breadth of industries, including TMT, healthcare, consumer, industrials, energy, financials, materials, utilities, and real estate. Leverage our premium insights on thousands of public and private companies to make well-informed investment decisions.

Expert Call Services

Gain access to more than one million pre-qualified expert profiles spanning all industries across the globe. Our Expert Call Services allows you to quickly connect with experts for customized interviews to fill in any research gaps in your investment strategies.

A fully realized investment strategy incorporates the power of expert insights and an all-in-one market intelligence platform to maximize return on investment (ROI).

Use our ROI calculator to learn if your market intelligence budget is reaching its full potential.

2. Maximized Speed

Time to insight matters when making investment decisions in the fast-paced industry of venture capital. Timely access to relevant and accurate insights can make or break an investment opportunity.

With over 10 years of investment in AI technology, AlphaSense’s AI allows you to surface insights from tens of millions of data points at the industry, watchlist, and document level to better track market landscape and industry trends, identify disruptive players, and discover competitors’ hidden strategies.

Our powerful AI eliminates the manual task of searching for crucial information by quickly parsing through an extensive content universe of expert transcripts, broker research, financial documents, and more to pinpoint quality insights in seconds.

Accelerate your time to insight with our innovative platform features:

• Fast Navigation – Leverage AI-driven features like Smart Synonyms™ and sentiment analysis in the platform to quickly surface insights. These tools allow you to quickly find relevant documents, making it easy to navigate across the four perspectives found in our our vast content library.
• Instant Insights –  Leverage our generative AI to glean instant insights from any expert or earnings transcript with Smart Summaries. Smart Summaries is the only generative AI (genAI) tool that draws from a premium content universe specifically curated for investment researchers.
• Generative Search – (In beta) Ask live questions and gain real-time answers with our AI-powered chatbot, designed to summarize billions of data points to get you from question to answer faster.
• User-Friendly Interface – Stay informed in real-time with automated alerts and use custom search filters to surface documents relevant to your research. For expert transcripts, AlphaSense’s user-friendly platform offers timestamped audio, making your research process more efficient.

AlphaSense leverages award-winning AI and NLP technology to accelerate your venture research for well-informed decision-making by saving you time and effort. Maximize your investment research speed with AlphaSense’s powerful AI features and user-friendly platform.

3. Streamlined Company and Financial Data

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

Tegus’ BamSEC enables users to easily search across multiple companies and SEC filings. Venture investors 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.

Additionally, venture investment researchers can gain instant access to over 4,000 global fundamental models and over 60 industry dashboards, all hand-built and sourced by sector-focused analysts. 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.

Related Reading: AlphaSense and Tegus: Better Together

4. Premium Quality Insights

When it comes to the expert perspective, quality insights from reliable experts are essential when making well-informed and accurate venture investment decisions. AlphaSense is your single-source solution for primary investment research and premium quality insights with our quality transcripts, vetted experts, and material non-public information (MNPI) risk-free proprietary content.

Venture investment researchers can gain superior quality insights on any industry or topic of interest by exploring the high-value content available in AlphaSense:

• Quality Transcripts – Every single transcript is thoroughly reviewed for compliance and quality before it’s published in our library. Our leading analysts conduct intelligible interviews with industry experts to provide you with accurate and quality insights to bolster your investment decisions.
• Vetted Experts – AlphaSense maintains a growing database of pre-vetted experts to ensure you’re getting quality insights from quality experts. Each expert is screened and vetted prior to being interviewed by our leading analysts.
• MNPI Risk-Free – AlphaSense content is designed with compliance in mind. Rest assured that your research remains risk-free while meeting compliance standards specific to your industry. Our commitment to safe and secure content makes us a trusted partner for the world’s leading organizations.

Investment theses often rely on assumptions and projections, especially in private markets where reliable data is scarce. Expert insights found in our expert transcript library and Expert Call Services allow venture investment researchers to validate their investment theses and receive critical feedback on their assumptions with alternative perspectives.

Learn more about the compliance process of Expert Insights in our blog, Exploring the Compliance Process of Expert Insights.

5. Comprehensive Due Diligence

Due diligence is the cornerstone of success in venture capital investments. Today, a singular due diligence report isn’t enough to make informed decisions in today’s fast-moving markets, no matter how comprehensive it is.

Performing comprehensive due diligence means keeping your finger on the pulse of your entire investment landscape, target companies, and competitors at all times. The AlphaSense platform empowers you to execute this caliber of due diligence with confidence for every single investment opportunity.

With cutting-edge AI technology, you can save time, get straight to the most relevant insights, and be better-equipped to find and capitalize on alpha-generating opportunities before anyone else. Level up your due diligence process by:

• Accessing Extensive Financial Information – Search a company’s ticker and run thematic searches across broker research to quickly find assumptions.
• Performing Time Series Data Modeling – Filter by SEC filings to access income statements, balance sheets (and more), then drill down to see and export QoQ data for trend analysis.
• Extracting Key Performance Indicators (KPIs) – Filter by earnings calls and see KPIs highlighted in the insights panel. Click “Show History” to expand your view to all snippets related to that KPI over time.

Additionally, investment researchers can easily conduct company due diligence and initiate coverage using our Table Explorer feature. This feature allows you to generate a historical lookback of a company’s financial performance (broken out quarterly or annually), quickly spot seasonality, and further understand growth trajectory. Better yet, speed up your earnings analysis by quickly identifying noteworthy items in quarterly performance without manually spreading financials.

Unsure of what the most crucial questions are that you should be asking in your due diligence processes? Download our checklist, 5 Crucial Due Diligence Questions to Consider for PE, VC, and M&A Investors, to learn what you need to know before agreeing to a purchasing contract.

6. Integrated Workflow

Collaboration and workflow efficiency are vital for venture investors. By leveraging AlphaSense’s integrated workflow and collaboration tools, you can streamline your workflow and optimize venture investment research.

Tools like shared editing, commenting, and document highlighting allow your investment research teams to work together toward common goals. Further, it ensures great insights can be easily shared and used to their full potential across multiple projects and teams.

Application Programming Interface (API) capabilities provided by AlphaSense allow you to build your own tools to get maximum return on investment (ROI) from the content sources you can now access. For example, AlphaSense offers the following APIs for users to leverage our proprietary technology and content across other parts of their strategies:

• Alert Feed API – Real-time data feed based on saved searches and alerts.
• Search API – Solution that provides real-time, programmatic access to the AlphaSense search infrastructure to query and filter the database of documents from a third party domain.
• Ingestion API – Integration, processing, and enrichment capabilities for internal or custom content sets.
• AI API – Enrichment capabilities that enable company recognition, sentiment, themes and KPI services for internal content.

AlphaSense integrates with applications you already use (i.e., Sharepoint, OneNote, and Box) to increase your productivity and enable you to effortlessly collaborate with your team. Our integrated workflow tools allow venture researchers to capture valuable insights and expand upon them with our notebook, table tools, highlighting, annotation, and image search capabilities. 

Accelerate Your Venture Investment Research

Every second counts when making decisions in the world of venture investing. AlphaSense equips venture investors with the tools and resources needed to accelerate research, access premium insights, and make informed decisions while maintaining compliance standards. Our one-stop solution for expert insights and financial research provides a comprehensive view of any investment opportunity, giving you the competitive edge.

Want to learn about how AlphaSense is empowering venture capital firms to accelerate their research efforts? Read our case study with Innovation Endeavors, an early-stage venture capital firm, to see how our platform streamlines its research process by serving as a single portal for insights, both internal and external.

Don’t miss out on the next big opportunity. Start your free trial and accelerate your venture investment research today.