AlphaThesis connects the information, assumptions and scenarios behind an investment decision, giving deal professionals a clearer basis for evaluating every opportunity.
Manual work consumes limited analyst capacity.
Bring documents and financial data together. Identify missing information and reduce repetitive preparation.
Disconnected information makes the deal thesis harder to test.
Connect business context with reviewable assumptions. Compare targets and test alternative scenarios.
Changing inputs force teams to revisit their analysis.
Keep inputs and analysis in a shared workflow. Update the assessment as new information becomes available.
The outcome: faster, better-informed deal decisions with less manual effort.
Together, these workflows support a practical decision: proceed, investigate further or stop. Each one takes repetitive work off the team's plate.
Identify which materials have been received, what is missing and which information still needs verification or review. Prepare for diligence and direct attention to unresolved gaps.
Time back: no more manual trackers to reconcile what has arrived, what is missing and what still needs checking.
Are we ready for diligence?
Examine revenue, margins, operating trends and other financial information to understand what drives performance. Connect findings to the assumptions supporting the investment thesis.
Time back: less repetitive preparation before the analysis can start.
What drives performance?
Test how different operating and market assumptions affect the assessment. Compare targets or transaction alternatives against consistent criteria and strategic priorities.
Time back: change an assumption without rebuilding the analysis or re-checking every spreadsheet.
Does the thesis hold up?
Product views show illustrative data.
Less repetitive data preparation, and evidence that is easier to review. The value is demonstrated on a live deal, against measures agreed up front.
Accelerate diligence and reach a go or no-go decision sooner.
Reduce repetitive preparation across opportunities and mandates.
Review performance, margins and the assumptions behind the thesis.
Identify missing information and issues that need investigation.
Test sensitivities and compare targets or transaction alternatives.
Share document status and analysis as deal information changes.
Primary focus: private equity and investment banking. Other segments are a potential fit, depending on the deal, the information available and the team's workflow.
Evaluate acquisition targets and test investment theses.
Prepare transactions and coordinate financial diligence.
Assess direct investments and compare opportunities.
Support corporate development teams evaluating strategic acquisitions.
Organize diligence and review financial and operating information.
Assess distressed businesses and compare recovery scenarios.
Deal information lives in data rooms, shared drives, accounting systems and spreadsheets. AlphaThesis is designed to bring it together, on both the buy side and the sell side.
Shared drives where deal files are collected and reviewed.
Controlled repositories used to share diligence materials.
Target financials, ledgers and management accounts.
Where models are built and decisions are shared.
Warehouses and clouds that hold portfolio and market data.
Where opportunities are sourced, tracked and prioritized.
Connector availability and data access are agreed with each client during scoping. Product names are trademarks of their respective owners and are shown to describe compatibility only.
Every engagement starts by agreeing what data is shared, who can see it and how success will be measured.
Data access, users and responsibilities are agreed before work begins.
Every finding stays linked to the documents and assumptions behind it, so reviewers, auditors and investment committees can see how each conclusion was reached.
Document status and analysis are shared with the deal team, keeping everyone aligned as information changes.
Scope, pricing and terms are agreed with each client, including scoped enterprise agreements.
Identify the bottleneck and select a suitable deal.
Agree on scope, data access, users and success measures, then establish practical value before broader adoption.
Choose an annual team plan or scope an enterprise agreement.
Which deal should we use to prove the value?
Scope, pricing and terms are agreed with each client.