人工智能时代投资机构的核心应用场景与趋势洞察

What’s Inside 1Introduction CHAPTER 12Deal Origination & Sourcing CHAPTER 2 3Meeting Preparation &Client Presentations CHAPTER 34Landscape Deep Dive CHAPTER 45Simplified Earnings Season CHAPTER 5 6Surfacing & SharingKnowledge CHAPTER 6 7Clarity DuringMarket Uncertainty CONCLUSION 8New Era forAI-Driven Intelligence Introduction According to AlphaSense’s recent State of AI forBusiness and Finance report, more than 80% oforganizations surveyed reported an increased useof generative AI in their workflows over the pastyear. Having an AI tool with domain expertise inyour business will be critical to extracting valuefrom AI tools. According to Gartner®, “By 2029,80% of enterprises will use DSLMs (Domain SpecificLanguage Models) for content creation [specific to anindustry or business function], up from 30% in 2025.” As advancements in AI continue to rapidly evolve,investment managers are mirroring the momentumby identifying best practices and protocols andrecalibrating the way their firms integrate thetechnology into workflows. AI-driven workflowshave transformed from an experimental phase toone that delivers embedded value, becoming thenew norm in 2025. In this report, we examine the top AI use cases amonginvestment managers and ways that firms can adopta tactile and strategic approach to enhance theirbottom line and ultimately generate alpha. Deal Origination& Sourcing In an accelerating deal environment, identifying targets andpotential investments with speed and precision is critical to remaincompetitive. With deal activity expected to continue surging into H22025, investment professionals are leveraging AI-driven workflowsto streamline and expedite deal origination and sourcing. With AlphaSense’s Screener function, users can zero in on publicand private company targets by screening customizable criteriaand metrics across equities, M&A transactions, and fundingrounds that fit their search. This takes the guesswork out of dealorigination and screening, and ensures that opportunities don’tget lost. Targets can be further validated with qualitative signals,such as expert transcripts for ground-level perspectives. AlphaSense Company Profiles speed up a lot of the timeconsuming aspects of our research that we do on every deal,and since AlphaSense combines content and financials, we canget rid of other point solutions. VC Analyst Meeting Preparation &Client Presentations Often, preparing for a client presentation or internal managementmeeting entails digging through filings, transcripts, statements,and company documents for critical KPIs and indicators thatcontain guidance, outlook, and key financial data points suchas cash balance. The manual and tedious nature of this taskdelays time to insight and analysis, also potentially leaving criticalinformation off the table. AlphaSense users are increasingly leveraging tools suchas Generative Grid to locate “the needle in a haystack.” Byaggregating intelligence in a side-by-side view, users can uploadup to 100 documents across more than two dozen topic-specifictemplates to analyze and surface insights in seconds, leveragingdocuments across AlphaSense’s premium content library andalso across internal documents. Additionally, in-line citationsprovide exact document links for easy reference and verification. We no longer have to dig through 100 filings to get that onepiece of information. Investment Banking Analyst LandscapeDeep Dive Deconstructing a macro landscape into granular, actionableinsights is an invaluable use case for investment managers andis facilitated through AI-driven workflows. Foundational insightsthat would ordinarily take days or weeks to aggregate arecreated in minutes to match the speed of the changing market. AlphaSense’s Generative Search features enhanced Deep Researchfunctionality, enabling users to generate a long-form researchresponse on any company, industry, or focus query. It conductsa deep dive on an industry, acquisition idea, or competitivelandscape, and within minutes surfaces the intelligence neededto make confident portfolio decisions. We gave Deep Research a prompt that was asking for anoverview of a competitive banking landscape. And my honestfeedback is it took the work that took us like four to six weeks todo, and it was really close to the same conclusions. But I wouldsay it’s a level better. VP, Private Equity Firm SimplifiedEarnings Season A common challenge among analysts is keeping pace withearnings season, for which coverage can span dozens ofcompanies, across an array of industry-relevant themes.Historically, analysts have had to manually locate prior companytranscripts, gauge management sentiment, and ingest equityresearch reports for comprehensive analysis. With AlphaSense’s Company Profiles, company coverage is a one-stop-shop for earnings season and beyond. In one unified dashboard,users access current and historical financials and key metrics,benchmark performance versus industry peers, a