Advance firm-wide intelligence
alphawork connects investment thinking across your firm to uncover shared insights, surface differences and build on accumulated knowledge.
Connect individual research
alphawork connects research across teams so the firm can see the themes and exposures that no single analyst covers.
Shared themeAI infrastructure capex2 names in the firm’s coverage, 4.7% of the book.
Cascade Networks(2.5%)J. Lee
Data centers are 35% of revenue
Kestrel Power(2.2%)S. Chen
20% of contracted demand
Surface differing assumptions
alphawork compares expectations and assumptions across the firm and flags the differences that deserve a review.
Differences in assumptions
FY27F US housing startsReview
1.5mBrevel Building ProductsR. Patel
1.2mNorthstar HomebuildersS. Chen
Build on collective knowledge
alphawork connects the firm’s research into knowledge the team can build on, preserving the reasoning and history behind investment theses and judgments.
New coverage
Aug-27Ashcombe SecuritiesValue-accretive roll-up M&A
Firm’s prior research on retail brokerage
TallyfieldTraditional advisor, losing AUMR. Patel
PocketradeZero-commission app, 30% annual growthS. Chen
Stone BrokerageAcquired for 12x EBITDA, 15% cost synergiesJ. Lee
- Fee pressure challenges legacy brokerage economics.
- Acquisition returns depend on achievable cost synergies.