AI & Data
London finance analyst job postings fall 77% as banks restructure around AI
Junior analyst hiring contracts sharply as banks and hedge funds redirect grunt work toward AI tooling.
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AI & Data
Magnetar prepares AI-agent equity fund for 2026 launch
The $18 billion firm is building a long-biased equity strategy where hundreds of AI agents handle research work normally done by analyst teams.
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Markets
Accenture Ventures takes stake in AlphaSense, sets agentic workflow partnership
The consulting firm's venture arm backs the market intelligence platform as the two move to embed AlphaSense data inside enterprise AI agents.
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Markets
AlphaSense raises $350M at $7.5B valuation, crosses $600M ARR
The market intelligence platform extends its content moat and AI roadmap with fresh capital from J.P. Morgan Private Capital and Viking Global Investors.
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Markets
Inex One CEO argues AI widens the deal funnel rather than replacing CDD consultants
Max Friberg's read: PE megafunds running expert calls in-house with Claude pressures the middle of the CDD stack, but the IC rubber stamp and independent perspective still anchor the engagement.
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AI & Data
Rogo's Gabriel Stengel describes Jefferies rollout and OpenAI partnership at private growth conference
The Lazard-analyst-turned-founder lays out how Rogo got past banker skepticism, where the bulge-bracket footprint stands, and why sitting next to OpenAI is both a channel and a risk.
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Markets
AlphaSense closes $350M round at $7.5B valuation
The market intelligence platform nearly doubles its valuation 18 months after a $650M Series F, and ships an autonomous research agent alongside the round.
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AI & Data
Kirkland & Ellis signs multiyear Palantir deal to build AI tool for PE fundraising
The world's highest-grossing law firm is building software with Palantir to advise sponsors on raising capital from LPs like pension funds.
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Regulation
UK media omits defence-sector ties for nearly 60% of retired officers cited as experts, AOAV finds
A study of media references between 2015 and May 2026 documents a systemic gap in conflict-of-interest disclosure for former senior military figures.
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Markets
AlphaSense raises new funding at $7.5B valuation ahead of possible IPO
The market-research platform's mark steps up from its $4B Series E in mid-2024 as it lines up public-market optionality.
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AI & Data
Aiera launches sell-side-validated content platform with MCP access for AI research agents
The consortium-backed infrastructure layer routes broker research, transcripts, filings, and expert content into AI tools through entitlement-aware APIs.
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AI & Data
Guidepoint connects expert transcript library to Perplexity via MCP
The expert network's MCP connector lets clients query 100,000+ compliance-reviewed transcripts inside Perplexity Computer for Finance.
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Operations
CIRQ recertifies M3 Global Research to ISO 20252 through April 2029
The healthcare-panel operator's audit body extends its market research quality certification for another three years.
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Markets
Daloopa closes USD 47M Series C for financial data layer
The fundamentals-data vendor is pitching itself as the structured layer beneath ChatGPT, Claude, Perplexity, and Rogo workflows.
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AI & Data
Daloopa plugs its financial-data layer into Rogo via MCP
The structured-data provider keeps pushing its numbers into the AI tools analysts already use, with Rogo the latest destination after ChatGPT, Claude, and Perplexity.
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AI & Data
Canary Data launches Stanley, an AI agent for cyclical-stock analysts
Founder Joe O'Donnell, a former short seller, says the agent compresses work that once took him weeks into hours.
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AI & Data
Canary Data's Joe O'Donnell builds AI tools aimed at the work he did as a hedge fund analyst
A 13-year hedge-fund veteran is turning his old workflow, mining filings and statements for signal, into software.
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AI & Data
Daloopa closes USD 47M Series C for AI-finance data layer
The fundamentals-data vendor is positioning itself as the structured-data plumbing behind LLM finance workflows.
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AI & Data
Investor Group Services launches AI advisory practice for PE clients
Boston-based PE consultancy adds dedicated AI team to advise sponsors and portfolio companies on diligence, readiness, and deployment.
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AI & Data
Anthropic adds Hebbia to Claude Marketplace for finance workflows
Enterprise Claude customers can now route existing spend commitments to Hebbia's finance research platform.
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AI & Data
Private markets GPs accelerate AI adoption across deal origination and diligence
Hebbia and Claude show up in concrete GP workflows, but adoption pace varies sharply across managers.
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AI & Data
Hebbia connects to SS&C Intralinks DealCentre AI for live data room access
The integration pipes approved virtual data room content into Hebbia's analysis layer, preserving version control across diligence cycles.
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AI & Data
Ex-bankers charge Wall Street $25,000 a day to coach AI rollouts
Bloomberg profiles Felipe Sinisterra and Dave Wang, who are billing global banks to operationalize the AI tools their internal teams have struggled to deploy.
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Operations
Catalant names Christina Spade CFO
The independent-talent marketplace adds a public-company finance veteran to its executive team.
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AI & Data
GLG positions reimagined myGLG as agent-led research workspace
The expert network's LinkedIn post frames the platform overhaul as a way to combine qualitative expert calls with quantitative data inside a single AI-scoped workflow.
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AI & Data
Obsidian Capital flags Tegus AI summaries as workflow fit for qualitative research
An allocator's social post points to a quieter shift in expert-network platforms: ingesting buy-side notes alongside vendor transcripts.
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AI & Data
MetaCritic Capital flags Bloomberg, AlphaSense, FactSet as data-provider beneficiaries
An X post frames the financial data layer as a structural winner in the AI buildout, citing in-house data science as the moat.
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AI & Data
Guidepoint frames its pitch around 'questions into conviction,' leans on AI plus expert layer
The expert network's corporate X feed pairs human expertise with AI speed, a positioning increasingly common across the tier-one EN field.
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AI & Data
Guidepoint expands real-time expert access offering
The expert network is pitching faster expert-to-analyst connection as the category absorbs AI workflow tooling.
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AI & Data
AlphaSense rolls out chain-of-thought, tool use and coding features in latest AI update
Charlie Zvibleman details a token-hungrier reasoning stack and broader coding access as the market intelligence platform pushes deeper into agentic workflows.
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AI & Data
Chegg pivots into AI model training, framing its expert network as a data asset
The student-services company is repositioning a decade of subject-matter experts as training data for reasoning models.
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AI & Data
Otter.ai pitches 'Conversational Knowledge Engine' as the missing system of record
CEO Sam Liang argues meeting assistants stalled at transcription. His fix is a permission-gated knowledge graph across every call.
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AI & Data
Ethos raises $22.75M from a16z for voice-onboarded expert network
London startup uses conversational AI to build expert profiles, betting that voice interviews surface skills resumes miss.
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AI & Data
Ben Lang floats 'InstantExpert,' an AI-mediated expert network concept
The newsletter idea pitches removing schedulers from the expert-call workflow. Worth reading as a thought experiment, not a roadmap.
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Operations
Rogo adds ex-DE Shaw, Google engineer as Plux integration begins
Pratyush Kamal Chaudhary's move signals Rogo is staffing buy-side engineering depth alongside its European acquisition push.
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AI & Data
AlphaSense CFO Samantha Greenberg logs 10 hours a week on AI skills
The newly appointed finance chief tells CFO Dive she's targeting an AI-native finance org while pushing growth-efficiency metrics alongside top-line.
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Markets
Definitive Healthcare posts Q1 2026 revenue of $55.9M, takes $197.2M goodwill impairment
Revenue down 6% YoY; Monocl expert-intelligence platform flagged as a bright spot on the call.
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AI & Data
Guidepoint plugs its expert library into Claude via MCP
The expert network is exposing its 100,000+ interview archive to LLMs through Anthropic's Model Context Protocol, putting transcript retrieval one prompt away from the analyst's chat window.
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Regulation
SEC charges 21 in decade-long insider trading scheme tied to law firm leaks
Civil complaint alleges traders front-ran M&A announcements using information misappropriated from multiple global law firms.
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Markets
Catalant places two consultants on Consulting Magazine's 2026 Top Consultants list
The recognition lands as flexible-talent platforms continue eating into work that once defaulted to MBB and Big Four bench teams.
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Operations
Catalant adds chief product, revenue, and marketing officers as it pushes Consulting 2.0
The on-demand consulting marketplace is rebuilding its top team around an AI-enabled service pitch aimed at large enterprises.
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Operations
TASA Group expert payment complaints surface on Yelp, with parent Futuris cited
Two reviewers say the 1956-founded expert referral service has stopped paying experts; one alleges parent company Futuris directed the shutdown.
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M&A
Definitive Healthcare acquires Monocl, adding expert data to life sciences stack
The deal pulls a global expert-profiling platform into Definitive's commercial intelligence suite for drug developers.
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Operations
M3 Global Research names Tony LePage COO, adds Kantar Profiles Health and Med Planet
The healthcare market research firm pairs a senior operating hire with back-to-back acquisitions in France and Germany.
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Markets
MEDACorp launches Center for Pharmacoeconomics under Leerink Partners
Leerink's expert network arm adds a pharmacoeconomics division led by Melanie Whittington, pushing further into health-economics analysis for institutional clients.
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Markets
Reddit thread surfaces MEDACorp KOL note on aTyr's EFZO-FIT Phase 3 trial
An r/ATYR_Alpha post breaks down a Leerink MEDACorp expert call with two EFZO-FIT investigators ahead of readout.
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Markets
Yoori Lee joins Beyond Air board, bringing MEDACorp expert-network roots
The biotech adds a director who helped build one of healthcare's largest expert networks.
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Markets
Sermo's content slate signals where physician-survey demand is heading
The expert network's public resource page maps the clinical questions buy-side and pharma researchers are paying to ask doctors right now.
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Markets
Sermo positions physician network as alternative data source for healthcare investors
The platform claims over 1 million verified physicians, a roster that overlaps with what hedge funds pay expert networks to access.
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Markets
CB Insights catalogs the AlphaResearch competitor set
A directory listing surfaces the crowded field of AI-flavored financial research tools competing for analyst workflows.
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Markets
Ethos raises $22.75M Series A led by a16z for AI expert network
London startup pitches voice-based expert onboarding as a wedge against GLG, Third Bridge, and AlphaSights.
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AI & Data
Anthropic ships 10 finance agents as Wall Street AI distribution war intensifies
The Claude maker is targeting analyst grunt work at the same moment OpenAI bleeds talent to Google and PE firms shop for AI partners.
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AI & Data
Guidepoint opens MCP server on Claude with 100,000+ expert transcripts
The expert network is exposing its transcript library directly to Anthropic's Claude, with every insight linked back to the source call in Guidepoint360.
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AI & Data
Guidepoint plugs its expert transcript library into Claude via MCP
The expert network is making 100,000-plus interview transcripts callable from Anthropic's assistant inside research workflows.
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AI & Data
GLG relaunches myGLG client platform with AI research agent and survey tools
The expert network is layering agentic tooling on top of its proprietary data, betting clients want speed without giving up moderator-led depth.
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AI & Data
Anthropic and Perplexity push Claude and Comet into buy-side research workflows
Two launches in the same week target the same workflow: pulling filings and structured data into a usable research note.
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AI & Data
GLG launches AI-built client workspace, moves expert research onto an agent layer
The expert network is wrapping its sourcing, surveying, and synthesis tools into a single workflow pitched at research analysts.
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Markets
VisasQ-Coleman profiled in The Japan Times as expert network platform expands AI-led recruiting
Tokyo-listed VisasQ, which acquired Coleman Research Group in November 2021, says custom expert recruiting now averages under 24 hours.
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Operations
Rogo names Kevin Buehler Chief Innovation Officer after 32 years at McKinsey
The hire lands as Rogo pushes Felix into financial institutions and signals the seniority of talent the company is recruiting against incumbents.
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M&A
Tegus-AlphaSense merger creates $4B research platform with 200,000 expert transcripts
The combined entity bundles primary expert content with AI search across SEC filings, broker research, and earnings transcripts.
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AI & Data
Rogo launches Felix, an autonomous agent for bank and investment firm workflows
The startup pitches Felix as an asynchronous colleague that runs research and deal-process tasks inside email, spreadsheets, and data terminals.
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Transcription
Bloomberg ships AI earnings call summaries on the Terminal
The summaries link back to source transcript excerpts and tie into Terminal functions like MODL, BDVD, and SPLC.
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Markets
FactSet posts Q1 FY2026 results, ships native MCP server for AI workflows
Two announcements in three days position FactSet's data feed as a direct endpoint for LLM-driven research, ahead of the rest of the financial data stack.
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AI & Data
AlphaSense and Evercore ISI to host energy capex webinar
The market intelligence platform pairs its E&I research lead with Evercore ISI's E&P director for a session on the next capex cycle.
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Transcription
AlphaSense playbook: six questions to ask earnings transcripts about competitors
The platform's product blog frames earnings season as a competitor-tracking exercise. The mechanics are worth a closer look.
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Transcription
AlphaSense crosses $500M ARR, signals enterprise-AI demand from investment banks
The market intelligence platform now serves 6,500+ customers including every top global investment bank, posted on its X highlights feed.
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AI & Data
AlphaSense publishes earnings-season AI playbook for buy-side and corporate strategy teams
The market intelligence platform pitches its workflows as the answer to quarterly bottlenecks. The interesting question is what 'AI playbook' actually means when every vendor has one.
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Transcription
EarningsCall.ai pitches keyword search across 5,000+ US earnings transcripts
A new entrant joins a crowded field of AI-driven earnings tools, betting that fast keyword search across NYSE and Nasdaq calls is the wedge.
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Transcription
Trendlyne puts AI summaries of Indian earnings calls behind a login
The Mumbai-based retail analytics platform is leaning on conference-call summarisation as a gated feature, joining a crowded field of transcript-derived AI tools.
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M&A
FactSet to acquire Truvalue Labs, adds AI-driven ESG analytics
The deal pulls a credentialed ESG signals engine inside FactSet's workstation as institutional demand for sustainability data accelerates.
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AI & Data
Rogo raises $160M Series D led by Kleiner Perkins
The AI-for-finance startup adds Sequoia, Thrive, Khosla and J.P. Morgan Growth Equity to a cap table aimed squarely at banks and buy-side shops.
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Regulation
AlphaSense drops patent suit against Tegus after 291 days
The voluntary dismissal without prejudice closes a Delaware case that ran nearly ten months, but leaves the door open for a refile.
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Regulation
Illinois judge keeps Walgreens investor suit alive over conference statement
Court rejects company's bid to use audio recording to revisit dismissal ruling on shareholder claim.
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Operations
Guidepoint marks 20 years as expert network category matures
The research enablement platform is leaning on its transcript library and on-demand intelligence as the expert network model evolves.
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M&A
Trinity Hunt sells IMS Legal Strategies to Uplift Investors after 14-deal buildout
Nine-year hold turned a single expert-witness firm into a full-stack litigation services platform before exit.
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AI & Data
AlphaSense named a Leader in inaugural Gartner Magic Quadrant for Competitive and Market Intelligence
The recognition lands as AlphaSense pushes deeper into AI-driven research workflows, including an Interview Agent and a channel-intelligence layer.
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AI & Data
Dialectica and AUEB study surveys AI adoption across 1,594 large enterprises
Expert network's joint study with the Athens University of Economics flags talent gaps, data protection, and funding needs as the dominant blockers.
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Markets
Bridgetown Research raises USD 19M from Lightspeed and Accel for AI research agents
The early-stage round backs a company building autonomous agents aimed at the work that consultants and junior analysts do today.
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Markets
Sermo survey: 79% of HCPs report diagnosing Type 1.5 diabetes
A 670-physician panel from the expert network points to rising LADA recognition, with CGMs and antibody panels carrying the diagnostic load.
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AI & Data
Transcript libraries become the expert network battleground
A 2026 landscape review from iqnetwork.co positions transcript depth, not roster size, as the deciding factor between Third Bridge, Tegus/AlphaSense, GLG, Guidepoint and AlphaSights.
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AI & Data
AlphaSense expands APAC and EMEA operations, doubles Tegus transcript library outside US
The market intelligence platform is scaling regional content, multi-language search, and expert transcript coverage as non-US demand grows.
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M&A
Trinity Hunt exits IMS Legal Strategies after expert-witness platform build-out
The Dallas-based litigation services firm changes hands after Trinity Hunt's hold period, in which IMS expanded into medical expert and life care planning work.
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M&A
InnovateMR acquires expert network Ivy Exec
Market research sampling firm folds in a B2B expert network as the lines between survey panels and expert sourcing keep blurring.
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Markets
ADM adds bioconverted Reb M stevia line to SweetRight platform
The ingredients giant pushes deeper into high-purity stevia as reformulators chase sugar-reduction targets without the aftertaste penalty.
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Operations
GLG opens San Francisco office to serve tech, consulting, and finance clients
The expert network's Financial District hub adds dedicated service teams for West Coast accounts.
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Transcription
Guidepoint's transcript library passes 100,000, with 5,000 added monthly
The expert network frames the milestone as proof of scale; the more interesting number is the run rate.
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Markets
AlphaSense crosses $500M ARR, named to Fast Company's 2026 Most Innovative list
The market intelligence platform's recurring revenue milestone arrives alongside an editorial nod that financial-data buyers will read as competitive signal.
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Markets
Expert network adoption hits 11,200 firms as corporates outnumber funds
Inex One's 2026 client breakdown shows expert networks pushing past Wall Street, with consulting firms quietly driving nearly half the spend.
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M&A
Rogo acquires Offset to embed agents in financial workflows
The deal follows a $75M Series C from Sequoia and a subsequent $160M Series D, and folds a small agent-architecture team into a platform Rogo says reaches 25,000 finance professionals.
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AI & Data
Daloopa pitches one-click model updates with hyperlinked source verification
The financial data vendor frames its product around audit trail and hard-coded values, two pain points that have dogged sell-side and buy-side modeling for years.
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Markets
Dialectica claims sixth straight year on FT Europe fastest-growing list
The expert network's recurring appearance on the FT 1000 ranking points to sustained demand for primary research, even as the category consolidates around AI-enabled platforms.
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Markets
Dialectica publishes 2026 healthcare software market report
The expert network's latest primer pitches healthcare SaaS as a high-growth vertical, but the public version is thin on the numbers analysts actually need.
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AI & Data
VisasQ/Coleman opens internal AI matching tool to clients as AI Scout
The Tokyo-New York expert network is moving a two-year-old internal matching engine into a self-serve product, pitching five-minute turnaround on expert shortlists.
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Markets
Expert network market hits USD 3B in 2025, fragmentation accelerates
Inex One's annual market read points to a more crowded, less consolidated industry than analysts expected five years ago.
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Regulation
Connecticut Supreme Court asked to toss case over AI-hallucinated citations
A landlord's brief cited cases that don't exist. The state's rules committee is now weighing a verification requirement for AI-assisted filings.
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M&A
Expert network M&A: a six-year roll-up timeline
Tegus, AlphaSense, Ipsos and others have reshaped the expert network stack since 2020. Here's the deal map and what it tells us about where the category is going.
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Markets
European Q4 earnings beat estimates, but valuations leave little room for error
STOXX 600 constituents are tracking 3.9% earnings growth against a forecast 1.1% contraction, yet investors are punishing anything short of clean beats.
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AI & Data
GLG releases agentic AI implementation report based on 110 senior leaders
The expert network's playbook leans on practitioner interviews to map where agentic AI projects stall in production.
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AI & Data
Expert networks and AI research tools converge as fund managers adopt both
Survey data shows near-universal generative AI adoption among fund managers, but the workflow question is which research need each tool serves.
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Markets
Rogo raises $75M Series C at $750M valuation, Sequoia leads
The AI-agents-for-dealmakers category keeps pulling top-tier capital, with valuations now an order of magnitude above 2024 marks.
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