ConnorwithAlphaSense

Building AlphaSense | Market Intel Platform and search built on AI . Gen-Search for Investors, Broker Research, Expert Transcripts, Models | Golfer | Boater

[AlphaSense @AlphaSenseInc]

🚀 We have some exciting news to share today: we are welcoming aboard Samantha Greenberg as our new Chief Financial Officer!

As we scale globally and expand our leadership in Applied AI, Greenberg will guide AlphaSense’s capital markets strategy, financial operations, and investor engagement.

She brings over 25 years of financial leadership, most recently as CFO of https://t.co/uyt8AiWrWm with prior senior leadership positions at Citadel and Goldman Sachs. AlphaSense has surpassed $500M in ARR, and her expertise will ensure the company is well-positioned for our next phase of growth. https://t.co/nLD4iM345v

[ConnorwithAlphaSense @CJTAlphaSense]

Another day, another customer pleased with the value he’s seeing by using: @AlphaSenseInc

[ConnorwithAlphaSense @CJTAlphaSense]

@OneManLBO @PadraicMcC Let me know if you want to try it out for a few weeks @OneManLBO 🫡

[Ten Coves Capital @tencovescapital]

.@AlphaSenseInc's recognition in the 2026 @trustradius #BuyersChoiceAwards highlights their focus on product excellence and customer impact. Congrats on this well-earned achievement! 🎉

Read more: https://t.co/tUtAsAvoRA

[ConnorwithAlphaSense @CJTAlphaSense]

Elite product, and amazing leadership.

Our new combined offering is a massive win for our clients. Drop us a note to check out the new platform

[AlphaSense @AlphaSenseInc]

Congratulations to our President and CRO, Kiva Kolstein, who was named "CRO of the Year" at the GTM Awards by @TrustRadius and @Join_Pavilion 🏆

Kiva's leadership and customer-centric approach have driven AlphaSense's remarkable growth, including surpassing $200M in ARR and expanding our APAC presence with a new office in Singapore.

We're proud to have a dedicated leader like Kiva on our team!

[ConnorwithAlphaSense @CJTAlphaSense]

Nice write up!

[Restructuring__ @Restructuring__]

The Depth of Due Diligence in Large-Cap Private Equity (and how to get comfortable with public market diligence) - A Long Thread

As your classic PE associate who wants to jump to the public side one day, I have been doing more reflections on the level of diligence in my current role vs what a public seat would imply and want to share a few thoughts covering:
1) Private Equity Due Diligence
2) Private Equity Information Availability
3) Reflections on how to underwrite investments with (much) less information
4) Why the level of Due Diligence should technically be the same across public and private markets

Would love to get input from guys both on the private and public side

Let’s get into it ⬇️⬇️⬇️

[ConnorwithAlphaSense @CJTAlphaSense]

Tegus Fomulas (ask me more) can replicate this on any names of interest. Let's talk.

[Tegus by AlphaSense @TegusHQ]

🚀 Unveiling our new AI Dashboard! 🌐 Covering over 90 U.S. and global companies, it's your gateway to the AI value chain. From AI leaders like #MSFT, #NVDA, #AMZN, and #GOOGL to key infrastructure providers, our dashboard delivers:

🔍 Key AI Metrics
📊 Price Returns
📈 Growth & Valuation
📅 Historical Data

Stay ahead in the AI race with Tegus.

[ConnorwithAlphaSense @CJTAlphaSense]

🙌🏻🙌🏻

[Tegus by AlphaSense @TegusHQ]

We're excited to announce that Broker and Independent Research is coming to the Tegus platform in 2024! Tegus customers will be able to access Broker Research from leading Wall Street and independent research firms, offering something no other vendor can: a comprehensive, one-stop platform for fundamental investment research. 🏦📈 https://t.co/vOZeC8Kg4O

[ConnorwithAlphaSense @CJTAlphaSense]

Nobody gets your up to speed faster than Tegus

This IPO Market gaining some momentum!

Another well positioned company, ready to tell their story to the street as the biggest SaaS #IPO since 2021!

Full 3-statement model to come….let me know if access is helpful for your desk.

[Tegus by AlphaSense @TegusHQ]

Rubrik just filed their S-1 to go public as $RBRK

The company grew an impressive 47% last year and claims $784m in ARR

Read the full S-1 on BamSEC: https://t.co/dfifYGUcmd

[ConnorwithAlphaSense @CJTAlphaSense]

March madness time.

Did your alma mater make the big dance?

[ConnorwithAlphaSense @CJTAlphaSense]

Fully Wired up $RDDT 3 statement model NOW AVAILABLE.

Built by a tech specific analyst team. Not a programmatic Data pull.

We’ve got you covered if you don’t feel like building from scratch. Comment or DM if helpful.

[Tegus by AlphaSense @TegusHQ]

The Tegus Reddit Model is coming this evening. Tegus will have the most comprehensive Reddit model. Unlike a datasheet, our users will be able to manipulate forecasted DAUq growth, ARPU growth and see its effects on financial results.
#reddit #RDDT #ipo #nyse

[ConnorwithAlphaSense @CJTAlphaSense]

Reddit has filed their S-1!

If you’d like a first look, or would like to take work off your teams plate, happy to share it with you.

Purposefully built (real analysts, not a data scrape) three statement model with customizable drivers that will immediately give you time back!

[ConnorwithAlphaSense @CJTAlphaSense]

What we’ve been up to…

[Tegus by AlphaSense @TegusHQ]

See the power of the new unified Tegus platform! Join us on Wednesday, Feb 21 where Tegus SVP of Product, Margaret Jastrebski will demonstrate our all-in-one platform. Customers now have access to a solution that connects our data and workflows, unlocking an entirely new way of working!
Register today: https://t.co/vtdpdmAH7b

[ConnorwithAlphaSense @CJTAlphaSense]

@Biohazard3737 @cwdunlap Let me know if a varied solution could be of interest.

[ConnorwithAlphaSense @CJTAlphaSense]

Purpose-built efficiencies, it’s what you’ve come to expect from Tegus, and it’s getting even better!

[Tegus by AlphaSense @TegusHQ]

Do you ever wish you could learn what the most important takeaways are for a business in less than ten minutes?

Our latest AI-powered feature, Top Questions, cuts through the noise of thousands of pages of proprietary expert transcripts to find the most pressing questions and answers on a company's business model, competition, pricing, customer evaluation process and more.

What used to take investors days to complete through expert calls, now takes hours through Tegus platform.

[ConnorwithAlphaSense @CJTAlphaSense]

If you’re on garden leave from
A buy-side job drop me a DM!

Cc: @AshleyMisquitta
@TegusHQ

[ConnorwithAlphaSense @CJTAlphaSense]

What an amazing week with our @TegusHQ team at SKO.

[ConnorwithAlphaSense @CJTAlphaSense]

Take a minute and check this out:

[Tegus by AlphaSense @TegusHQ]

Do you ever wish you could learn what the most important takeaways are for a business in less than ten minutes?

Our latest AI-powered feature, Top Questions, cuts through the noise of thousands of pages of proprietary expert transcripts to find the most pressing questions and answers on a company's business model, competition, pricing, customer evaluation process and more.

What used to take investors days to complete through expert calls, now takes hours through Tegus platform.

[ConnorwithAlphaSense @CJTAlphaSense]

Happy thanksgiving to you and yours!