Minutes
A record that preserves the substance of a conversation without quote attribution, when a verbatim transcript is not what your policy calls for.
Compliance
No blind spots.
Compliance is built into every interaction, not bolted on after. From how experts are vetted to how your team reviews, approves and records every engagement, AlphaSights gives the world's most discerning institutions the controls to access knowledge with confidence.
Review & Approve
One platform for all actions.
AlphaShield gives your compliance team a single platform to oversee AlphaSights activity end to end. Expert interactions, research purchases and call transcripts are reviewed and approved from one workflow, before anything goes ahead.
Configured to your policies — Set the controls your firm requires and apply them across every project. Every engagement, decision and record is captured in one place as it happens, so a complete audit trail is always there when you need to look back.
AI Compliance Review
Find what matters in a transcript in seconds, not hours.
Reviewing transcripts line by line does not scale. Our AI Compliance Review reads every transcript and surfaces the passages your team needs to see.
The right passages, highlighted, so relevant sections are flagged across a range of compliance categories and review starts where the risk is.
Centralized review, where the same standard is applied to every transcript, maximizing consistency across review cycles.
Your team stays in control and decides which categories to flag and which content to retain.
Records
The record you need, in the format you need it.
Keep a complete, defensible record of every engagement and choose how to retain it.
Verbatim transcripts
Full AI and human-corrected transcripts when you need the complete account.
Your private library
Host your organization’s transcript library with us, accessible to your investors through the Client Platform and MCP tools, and to your compliance team through AlphaShield.
Oversight
Stay ahead of your firm's activity.
Give your compliance team the visibility to monitor engagement and act on the interactions that matter most.
Usage reports
Tailored daily, weekly or monthly reports that keep your team abreast of all AlphaSights activity.
Chaperone management
Tools to help you designate and track which interactions require chaperoning.
Verified experts, from the start
As a non-self-signup network, every engagement begins with an individually sourced, verified and compliance-trained expert.
Explore Expert Quality
Trusted by leading decision makers
Frequently asked questions
Every engagement begins with an expert individually sourced and verified for your specific question. Experts complete identity, employment and topic-specific checks before an interaction proceeds.
Yes. AlphaShield brings expert interactions, research purchases and transcripts into one approval workflow, with controls that can be applied across your firm or to individual projects.
Choose the record your policy requires: minutes that preserve the substance without quote attribution, or full AI and human-corrected verbatim transcripts.
Usage reporting provides a complete view of activity, while calendar-invite technology helps your team identify and prioritize the interactions that warrant live chaperoning.
Your transcript library is hosted securely with AlphaSights. Investors can access it through the Client Platform and MCP tools, while compliance teams oversee it through AlphaShield.
