Custom deployments
We embed with private equity, growth equity, hedge funds, and expert networks to turn their research processes into maintained AI workflows. Your data, your process, your edge.
AI research lab for finance
Turn your research process into software.
Alphawatch helps investment teams design and maintain AI workflows that learn how they diligence companies, monitor theses, prepare for calls, and turn messy research into reusable investment artifacts. Not a chatbot — a maintained diligence workflow.
Built on how your team already works. Memos, transcripts, filings, call notes, models, prior diligence, research templates.
Memos
Transcripts
Filings
Call notes
Models
The diligence process that lives in an analyst's head can run as software: workflows that execute repeatedly, improve with feedback, and produce artifacts your team can trust. Our work falls into two tracks.
Products
We also offer out of the box products that any finance team can pick up and run with. Pre-built for investment research, ready on day one.
Custom deployments
We build research systems around how your team already works.
Workflows start from your materials — memos, transcripts, filings, call notes, models, prior diligence. Analysts correct outputs and tag what matters, so the system learns your firm's diligence style.
And it keeps running as filings, transcripts, websites, and data vendors change. Multi-week research workflows, not one-off prompts.
Example workflows
A system that keeps accumulating evidence while your thesis evolves.
Thesis monitoring
Tracks filings, transcripts, and market data against your thesis and flags what confirms or breaks it.
Expert call system
Prepares call guides, captures evidence, synthesizes takeaways, and updates your open questions.
Management meeting prep
Builds sharp CEO and CFO questions from filings, transcripts, prior promises, KPIs, and capital allocation history.
Acquisition ROI tracking
Monitors whether management's acquisition assumptions are proving out over time.
Products
Tools built by the lab. Ready to deploy.
Diligence Advisor
Pre-call thesis prep, live AI-assisted interviewing, transcription, and a searchable call library. Built for the way investment teams actually run primary research.
Relationship intelligence
Your firm's network lives in spreadsheets, Salesforce, inboxes, and local files. We unify it into one AI-searchable graph. Ask "find me a former hospital CFO who's worked through an Epic implementation" and surface the right operator, advisor, or past contact in seconds.
Works for advisor sourcing, portco recruiting, board searches, and executive hunts.
Context management
We connect the context across your entire firm into your AI of choice. Deal memos, call notes, CIMs, model files, emails, CRM records, all unified and piped into Claude, ChatGPT, or whatever your team already uses.
Stop pasting. Start asking.
Who we work with
Private equity. Growth equity. Hedge funds. Venture capital. Corporate teams.
The firms whose research processes deserve more than a generic chat box.
Compliance
Maximum security environment
Industry-leading, institution-grade security, privacy, confidentiality, and control.
ISO 27001
Security management controls for sensitive financial workflows.
SOC 2 Type II
Secure handling across every system.
HIPAA
Built for controlled access, privacy, and regulated data workflows.
Contact us
Have a workflow worth building against?
Tell us what you are trying to build. We will route it to the right research or deployment lead.