Less spreading comps.
More investment judgment.

AlphaVault gives analysts and associates AI-augmented research, instant deal scoring and a sourced first draft of every IC memo — so your week goes to analysis and conviction, not manual data extraction.

234hReclaimed per Analyst / Year*
90%Faster Financial Modeling*
6AI Deal Score Criteria
1Sourced Memo Draft, Minutes
AI Research
Deal Score
IC Memo
AlphaVault for Analysts and Associates platform preview

* Source: industry benchmarks on AI-augmented research productivity in investment firms — cited for context only.

From data processor
to investor.

Three integrated pillars that flip the time ratio — less extraction and formatting, more analysis and conviction.

01 · AI-Augmented Research

From weeks of reading to hours of synthesis

Market sizing, competitive landscape and comparable transactions pulled automatically — no more manually sifting through thousands of VDR documents to build a picture of the market.

1
Automated market & comps research5-competitor landscape and comparable transactions in minutes
2
Document ingestion & NLP extractionUpload CIM, IM or pitch deck — key facts extracted automatically
3
14 technical & fundamental indicatorsLive analysis without pulling data from disconnected sources
Explore Advanced Analysis
02 · Sourced IC Memo Drafting

A first draft in minutes, not days

Claude Sonnet 4.6 assembles the repeatable facts — company overview, market background, KPI tables — from your input documents, so you edit and refine instead of building from a blank page.

1
Firm-specific memo templateExecutive Summary, Thesis, Market, Team, Financials, Risks
2
Collaborative rich text editorReal-time editing, comments and versioned revisions with your team
3
Export & secure distributionBranded PDF, PowerPoint, or a secure link with NDA gate for IC
Explore Investment Memo
03 · Consistent Deal Scoring

Prioritize on criteria, not just intuition

Every opportunity is scored 0–100 against 6 weighted criteria the moment it enters the pipeline — giving you a defensible starting point for every screening conversation.

1
AI Deal Score, 6 criteriaMarket, Management, Financials, ESG, Strategic Fit, Timing
2
Closing probability estimateCalculated from historical patterns of similar closed deals
3
Stagnation alertsAutomatic flags when a deal goes quiet, so nothing falls through
Explore CRM & Pipeline
Explore the Suite

Every tool an analyst needs.
Zero grunt work.

From research to memo, from scoring to CRM — a workspace built around the actual daily work of analysts and associates.

COMPARABLE TRANSACTIONS
TargetEV/EBITDADate
Comp A11.4x2025
Comp B9.8x2024
Comp C12.1x2025

AI Research

Market sizing, 5-competitor landscape and comparable transactions surfaced automatically from your document uploads and live data — no manual pull from Bloomberg or broker decks.

See Advanced Analysis
MARKET SIZING
TAM$4.2B
SAM$980M
CAGR (5y)14.6%
MEMO DRAFT STATUS
Executive SummaryDrafted
Market & CompetitionDrafted
RisksIn review

IC Memo Drafting

Claude Sonnet 4.6 turns your CIM, financial model and call notes into a sourced first draft — you refine the narrative and conviction instead of assembling facts from scratch.

See Investment Memo
DRAFT TIME SAVED
Manual draft~3 days
With AI first draft~35 min
Time reallocatedAnalysis
AI DEAL SCORE
CriteriaWeightScore
Market20%82
Management18%76
Financials22%68

Deal Scoring

Every deal is scored consistently against 6 weighted criteria the moment it enters the pipeline — a defensible, repeatable starting point instead of gut-feel prioritization.

See CRM & Pipeline
OVERALL SCORE
Composite score74 / 100
Closing probability62%
RecommendationAdvance
CONTACT CAPTURED
SourceLinkedIn
Auto-enrichedYes
Manual entry required0 fields

CRM Data Capture

Capture contacts and notes directly from LinkedIn or a company's website — no more manual data entry, no more relationship data going stale between meetings.

See CRM & Pipeline
INTERACTION LOG
Meeting notesAuto-summarized
Action items3 extracted
SentimentPositive

Why analysts & associates
choose AlphaVault.

Stop Assembling Facts From Scratch

Document ingestion and NLP extraction pull the repeatable facts from CIMs and pitch decks automatically — you edit the narrative, not the boilerplate.

One System of Truth, Not Ten Tabs

Research, pipeline, memo and CRM data live in one connected environment — no more switching between Bloomberg, spreadsheets and email threads.

Defensible, Consistent Scoring

Every deal is evaluated on the same 6 criteria — a repeatable, auditable basis for prioritization instead of relying purely on intuition.

No More Chasing Founders Manually

Automated KPI collection and CRM enrichment mean relationship and portfolio data stays current without you sending the fifth reminder email.

Build Institutional Memory Automatically

Three-tier memory connects past call notes, emails and deal history to give you a 360° view — without manually digging through old files.

Sourcing at Hyper-Velocity

Map entire markets and identify thesis-fit targets in minutes — widening the top of the funnel without adding manual research hours.

* Source: industry benchmarks on AI-augmented research productivity in investment firms — cited for context only.

Everything an analyst touches daily.
Nothing that wastes your time.

01

Advanced Analysis

14 institutional technical indicators, synthesized by AI.

  • RSI, MACD, Bollinger Bands, Ichimoku, ADX
  • Multi-horizon AI recommendations
  • Historical pattern matching & divergence detection
  • AlphaVault Score & confidence rating
02

Investment Memo

Document ingestion, AI research and sourced first drafts.

  • NLP extraction from CIM, IM, pitch deck
  • Firm-specific IC memo template
  • Collaborative rich text editor
  • Secure export & distribution
03

CRM & Pipeline

Deal scoring and contact enrichment, automated.

  • AI Deal Score across 6 criteria
  • Auto-enrichment from LinkedIn & web
  • Stagnation alerts & closing probability
  • Unified interaction journal
04

AI Agent Suite

Claude Sonnet 4.6-powered agents embedded across every workflow.

  • Deep Web Search grounding for live research
  • Multi-agent Swarm pipelines
  • Bull/Bear/Judge Debate Arena
  • Code Sandbox for quick calculations

Spend your week
on judgment, not data entry.

Join analysts and associates already using AlphaVault to research faster, draft memos in minutes and score every deal consistently.

Alphy
AI Sales Assistant
Welcome to AlphaVault AI! I'm Alphy, your AI Sales Assistant. Are you interested in learning more about how AlphaVault can help your investment firm centralize data, deal flow and AI agents?
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