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AlphaThesis
Private jet on final approach to a runway at dusk, in black and white with crimson accents
Deal intelligence for M&A

See the whole deal. Decide with confidence.

Bring scattered documents, financial information and deal assumptions into one connected view.

Our promise

  • 01

    Deeper insight

    Examine revenue, margins and operating trends, and the assumptions behind the thesis.

  • 02

    Stronger deal decisions

    Test the thesis, understand the tradeoffs and know what could change your decision.

  • 03

    Faster decision making

    Get to a confident yes, or an informed no, with a clearer view of the evidence.

The 2026 deal environment

What stands in the way of closing deals.

Deal teams work with disconnected documents, incomplete financial information and changing assumptions. Manual checks consume analyst capacity, and every new input forces a return to earlier work.

  • 01
    52%

    Financial information gaps

    Incomplete or unreliable target financial information.

  • 02
    46%

    Valuation gaps

    Buyer and seller expectations do not align.

  • 03
    42%

    Diligence complexity

    Lengthy or complex review processes.

Share of U.S. business leaders reporting each barrier to completing M&A deals. Source: Grant Thornton, 2026 research; Q1 International Business Report survey of 185 U.S. respondents at businesses with $100 million to $4 billion in annual revenue. Reported barriers to completing deals, not deal failure rates.

Time back

Give your deal team its time back.

Diligence is taking longer, and much of that time goes to finding files, fixing spreadsheets and redoing analysis when an assumption changes. AlphaThesis takes that work off the team's plate, so more hours go to evaluating the deal.

Hand signing a deal document at a desk, wearing a mechanical watch with crimson hands

What the industry research shows

203 days

The average due diligence period across 900+ global deals from 2013 to 2023, up from 124 days in the previous decade.

Bayes Business School M&A Research Centre for SS&C Intralinks, 2024.

21–30%

The time savings dealmakers report from using AI in due diligence.

SS&C Intralinks with Reuters, survey of 400 global dealmakers, Q1 2026.

1 day, not 1 week

How long Bain expects early adopters of generative AI to spend summarizing diligence data.

Bain & Company, M&A Report 2025.

Industry figures, not AlphaThesis results. Your time savings are measured on your first deal.

Where the hours go back

  1. 01Chasing documentsOne live view of what has been received, what is missing and what still needs verification.
  2. 02Preparing data before analysisDocuments and financial data are brought together, so analysis starts sooner.
  3. 03Rework when an assumption changesInputs and analysis stay connected, so the assessment updates instead of being rebuilt.
  4. 04Deals that will not workSurface the issues that matter early, and reach an informed no sooner.

Estimate your time back

Adjust the inputs to match your team.

Estimated time returned each year
900hours
About 23 analyst work-weeks90 hours per deal

An illustrative estimate, not a guarantee. The default 25% sits within the 21–30% range dealmakers report for AI in due diligence.

The platform

One deal.
Three practical workflows.

Give lean deal teams a more structured way to tackle complex analysis. Identify gaps, review assumptions and update the assessment as new evidence becomes available, in one shared workflow.

01

Document readiness

Identify which materials have been received, what is missing and which information still needs verification or review, so teams prepare for diligence and direct attention to unresolved gaps.

Answers

What is missing, received or still unverified?

02

Financial analysis

Examine revenue, margins, operating trends and other financial information to understand what drives performance, and connect findings to the assumptions supporting the investment thesis.

Answers

What do margins, performance and operating data tell us?

03

Scenario comparison

Test how different operating and market assumptions affect the assessment, and compare targets or transaction alternatives against consistent criteria and strategic priorities.

Answers

Which assumptions strengthen or weaken the deal thesis?

Every workflow ends in a decision

Get to a confident yes, or an informed no, with a clearer view of the evidence.

  • Proceed
  • Investigate further
  • Stop

Connects with the systems your deal team already uses

Integrations include Microsoft SharePoint, OneDrive, Dropbox, Box, Google Drive, Datasite, Intralinks, Ansarada, Firmex, Microsoft Teams, Outlook, Microsoft Excel, QuickBooks, Xero, Oracle NetSuite, Sage Intacct, Microsoft Dynamics 365, SAP, Snowflake, Databricks, Salesforce, DealCloud and Power BI.

Ways to connect

Deal intelligence, wherever the work happens.

Work in the browser, check status on the move, pull analysis straight into Excel, or connect AlphaThesis to the systems your firm already runs on.

Desktop

The full deal workspace

Documents, financial analysis and scenarios for every opportunity, side by side, with a shared view of status for the whole team.

Mobile

Deal status, on the move

See readiness, changed assumptions and the current decision from anywhere.

Excel add-in

Live deal data, inside your model

Pull verified metrics and scenarios into the spreadsheets your team already builds, and refresh them as the deal changes.

Direct data

An API for your own systems

Feed readiness, analysis and decisions into internal tools and data platforms.

CRM & pipeline

Your pipeline, enriched

Readiness and decision status follow each opportunity into the CRM your deal team uses.

Microsoft 365

Built around the Microsoft ecosystem

Sync files from SharePoint and OneDrive, share updates in Teams and take exhibits into Office.

Product views show illustrative data. Availability of each surface is confirmed during scoping.

Questions we help answer

Know what matters before you commit.

Turn deal data into clearer questions, stronger analysis and informed decisions.

  1. 01

    Are we ready for diligence?

    Identify missing documents and information still needing review.

  2. 02

    What drives performance?

    Examine revenue, margins and operating trends.

  3. 03

    What could change the deal?

    Surface inconsistencies and risks that need investigation.

  4. 04

    Does the thesis hold up?

    Test assumptions under different operating and market scenarios.

  5. 05

    Which opportunity fits best?

    Compare targets against strategic priorities and consistent criteria.

  6. 06

    What should we do next?

    Clarify whether to proceed, investigate further or stop.

One connected view of the evidence behind your next deal decision.

See how AlphaThesis helps
Peregrine falcon banking into a hunting dive against a deep crimson sky
Getting started

Start with one deal. Measure the difference. Expand with proven value.

  1. 01Choose the workflowIdentify the bottleneck and select a suitable deal.
  2. 02Prove it on a live dealAgree on scope, data access, users and success measures.
  3. 03Expand across the teamChoose an annual team plan or scope an enterprise agreement.