Within my investment proces, Alphasense is really useful due to the following: 1) The layout of the central interface is very clear, as the user is able to see how many companies appear in a given word search, where in the filings the term/phrase occurred and the context of the term/phrase in the document. 2) The filters make it an efficient review, as I can exclude companies that are not relevant to my search. For example, I only look at companies in Europe and USA that trade >$20m ADV, so I can exclude companies that are not in my universe by filtering out those companies. Ultimately, this saves me time by not looking at companies I cannot look at as a potential investment opportunity. 3) The automated alerts are also helpful, as these help summarize new occurrences of my word search that are relevant. On a weekly basis, I get a summary of a word search term that is of interest to me. This helps summarize all of the relevant occurrences from new filings, which is easy to review. By being in an e-mail, I can review them on my phone on the way home from work. Review collected by and hosted on G2.com.
Based on my experience, the areas where Alphasense could improve are the following: 1) It would be helpful to have the ability to screen for insider buying/selling and be able to get a summary of insider transactions for a given company on a weekly basis just to identify any material changes. 2) It would be helpful for the product to provide blacklines for international (non-USA) companies. I find the USA blackline reports especially helpful, as I can quickly see what wording has changed from the previous filing. However, the blacklines appear to not be available for European companies. 3) Peer and larger customer information would be helpful to have on a concise screen. Some filings mention material (>10% of sales) customers. Therefore, it would be helpful to have a pre-arranged option to see the material customers for a given company. As this would be based on a word search, I think the preset option (i.e., material customers) would be possible to add as a feature to Alphasense. Review collected by and hosted on G2.com.







