AI Co-pilot for Institutional Investors

Deep Research. Intelligent Automation. Contextual Insights.

Reimagine how investment research is done. Empower your investment decisions with cutting-edge AI technology.

Built for Buy-side and Sell-side

Hedge Funds

Generate alpha consistently while managing downside risk

Asset Management

Deliver consistent long-term performance aligned with client mandates

Sell-side Research

Become the most trusted, differentiated, and cited source of investment research

What Our Customers Say

"AlphaShot has become an extension of our research team."
We used to spend hours stitching together insights from filings, transcripts, and market chatter. Now, I just ask AlphaShot's agents — and within seconds, I get structured outputs with sources we trust. It's changed the pace and depth of how we build conviction.
— Senior Analyst, $4B Long/Short Equity Fund
"Our entire investment workflow is faster and sharper."
We built custom AI workflows with AlphaShot tailored to our global macro strategy. From Fed watch summaries to portfolio-level ESG monitoring, it's the first research tool that actually adapts to our process — not the other way around.
— Portfolio Manager, $20B Global Asset Manager
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AlphaShot Platform

Next-generation AI research and Automation tools designed for financial professionals who demand speed, accuracy, and comprehensive market intelligence.

🔍

Intelligent Research

Search Less. Know More.

Navigate millions of structured and unstructured data points — from SEC filings, 10-Ks/10-Qs, earnings transcripts, Fed statements, and investor decks to Bloomberg, Wall Street Journal, Twitter, LinkedIn, and proprietary research.

  • Unified Search across public and private datasets
  • Natural Language Queries for fast, audit-ready answers
  • Citations & Sources always linked for trust and transparency
📊 SEC Filings
📈 Earnings Calls
📰 News Articles
🏦 Fed Statements
📱 Social Media
📋 Research Notes
📑 Broker Research
💼 Paid Reports
👨‍💼 Analyst Coverage
🤖

AI Research Agents

Pre-trained. Customizable. Always on.

Access a growing library of specialized agents designed for front-office intelligence and back-office efficiency. Each agent can be customized to mirror your firm's investment frameworks.

  • Earnings Call Summarization Agent
  • Company Screener Agent (by financials, strategy, ESG, etc.)
  • Macro-Policy & Rate Sensitivity Agent
  • Sentiment & News Flow Agent (cross-channel signals)
  • ESG Risk & Compliance Agent
  • And Many More
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Company Screener Agent
💬
Sentiment Analysis Agent
📅
Earnings Tracker Agent
📝
Earnings Summarization Agent
🌐
Macro Agent
🌱
ESG Compliance Agent
👀
Insider Tracking Agent
⚙️

Custom Workflows & Automation

Tailor AI to Your Workflow.

Whether you're a PM seeking macro overlays or an analyst focused on bottoms-up research, AlphaShot enables custom automation that seamlessly integrates with your existing processes.

  • Build bespoke multi-agent workflows
  • Trigger alerts, summaries, or chart packs on schedule or via API
  • Integrate with your existing research stack (Notebooks, CRMs, Excel, SQL)
Data Input
Preprocessing
AI Processing
Sentiment Analysis
Macro Overlay
ESG Check
Aggregation
Automated Output
📊 Excel
💾 SQL
🔗 API
AlphaShot Dashboard

Our Vision

At AlphaShot, we envision a future where equity investing is fundamentally transformed by intelligent systems — not just enhanced by better search.

While today's tools focus on using LLMs for knowledge retrieval, we're building something deeper. Our mission is to embed financial context directly into AI systems — enabling institutional investors to reason, analyze, and generate insight with precision and speed that matches how the best investment teams think.

This is not just about faster research — it's about smarter investing.

Our Roots

Technologists with a Deep Understanding of Finance

Our founding team has spent 10+ years at the intersection of technology and capital markets — leading investment platforms, building AI products at some of the largest financial institutions in the world. Our founding team is based in New York and San Francisco Bay Area.

Prior to AlphaShot, we built Tickrbit, an intelligent dashboard for insider transactions, helping retail and institutional investors track movements in insider trading.

Our Story

From Personal Frustration to Industry Innovation

AlphaShot started as a side project born from our own investing journey. Each week, we tracked macro trends, dissected sector movements, and built frameworks to guide high-conviction decisions — but we lacked the tools that institutional teams take for granted.

That led to a pivotal question: Should we launch a fund or build something bigger?

We chose to productize — not just for ourselves, but for every investor facing the same challenge. What began as a personal research engine has evolved into a next-generation AI platform designed to transform how institutional research is done.

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Ready to Transform Your Investment Strategy?

Join leading institutional investors who trust AlphaShot.ai to deliver superior returns through advanced AI technology.

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