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Conducting duediligence within the mergers and acquisitions space is the process of independently researching and verifying information on a potential company to ensure that a viable investment is made on behalf of stakeholders.
In June 2023, Accenture announced a $3 billion investment in data and AI over the next three years, while, in April 2024, Deloitte announced a $2 billion investment to help businesses with their technology transformation. We can also expect genAI to become more proactive and autonomous.
Acting on such false information can lead to misguided allocations, bring risk to your portfolio, and break duediligence protocols. Furthermore, the model is trained on specific tasks that our customers have to do daily, such as earnings analysis, SWOT analysis, competitive landscaping, and more.
From surfacing opportunities and conducting duediligence , to streamlining workflows and portfolio management, AI is now a key tool for most asset managers. Those who have been slow or resistant to adopting these technologies have fallen behind the competitive curve.
Pivoting from a year characterized by dynamic macroeconomic volatility and unpredictability, along with the rapid evolution of technological innovation, the asset management landscape is undeniably on a path of transformation. Similarly, genAI is transforming the way the investment space is doing business.
On a macro duediligence level , these findings may drive M&A activity, or significantly impact the deal-making process and relevant outcomes. With AlphaSense’s cutting-edge AI technology, portfolio managers can get the insights they need in seconds.
Similarly, financial managers must be wary of how companies in their portfolios report on ESG topics and conduct duediligence on potential opportunities by researching the company’s DEI practices before making investments. Learn more about ESG benchmarking through AlphaSense in our blog, How to Use AlphaSense for ESG Benchmarking.
Below, we explore three key ways that the AlphaSense platform can help research teams conduct comprehensive duediligence and get a 360-degree view on ESG topics. The AlphaSense platform empowers you to conduct comprehensive ESG duediligence with cutting-edge AI technology to track ESG themes or create a company watchlist.
Newer generation operating models provide actionable expert perspectives that empower informed decision-making while also maximizing your time through technological-driven efficiencies, like artificial intelligence (AI) and generative AI (genAI).
Quantitative Tools for Success With AlphaSense’s cutting-edge AI technology, portfolio managers can monitor a company’s financial condition and assess their fundamentals by: Accessing Extensive Financial Information – Search a company’s ticker and run thematic searches across broker research and expert transcripts to quickly validate assumptions.
Getting up to speed on the industry trends making the greatest impact on fund performance is seamless and quick with AlphaSense’s generative AI technology. Pinpointing quick and accurate insights is key to gaining a first mover advantage and informing confident allocation adjustments within a portfolio.
SWOT analysis. Conduct a SWOT analysis of your strengths, weaknesses, opportunities and threats - do the same for competitors. For digital marketing companies, suppliers might be technology companies or the talent you hire to do the work. I’ll share just two of many possible competitive advantage workshop tools below.
The technology industry is evolving at a rapid clip—new innovations, trends, and market players are emerging every day. For investors and venture capitalists who are interested in the technology space, market research is just as critical.
The integration of genAI technology can streamline the entire search process to markedly improve precision and productivity for enterprises. Companies and professionals rely on Hebbia to streamline and automate their research and duediligence processes, without compromising on accuracy.
Our suite of tools currently includes: Smart Summaries This feature allows you to glean instant earnings insights (reducing time spent on research during earnings season), quickly capture company outlook, and generate an expert-approved SWOT analysis straight from former competitors, partners, and employees.
AlphaSense’s market intelligence platform stands out from the rest with an extensive universe of content layered with AI search technology. Sentiment Analysis uses natural language processing (NLP) to extract the tone and nuance that exists beneath the surface-level meaning of a document or set of sources.
This technology has enabled companies to penetrate new markets, identify untapped customer bases, analyze consumer behavior, and develop strategic initiatives—all in a fraction of the time and with greater confidence than was previously possible. We also apply this same technology to our collection of expert calls.
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