at Financial Technnology Year
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Stream from AlphaSense
Library of expert interview transcripts, custom 1-on-1 expert calls, integrated research tools, searchable content repository, and analytics features specific to early-stage technology markets and venture investment themes.
Product analysis by function
Expert Network Platforms for Research and Market Analysis
Systems connecting VCs with industry experts for specialized knowledge and perspective on specific sectors or technologies.
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Expert Network Coverage
(6 Yes /6 Known /14 Possible features)
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Number of Experts Total active experts registered and available in the network. |
No information available | |
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Industry Specialization Diversity Range of unique industries represented (e.g., healthcare, fintech, robotics, etc.). |
No information available | |
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Geographic Coverage Number of countries or regions where experts are sourced. |
No information available | |
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Seniority/Role Mix Availability of different seniority levels (e.g., C-level, VP, manager) among experts. |
Expert calls and published transcripts imply a mix of seniorities and roles among experts (subject matter experts, founders, investors, etc.). | |
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Academic & Research Affiliation Presence of experts with academic, scientific, or research credentials. |
Academic and scientific research backgrounds are referenced in expert bios in calls featured in Stream. | |
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Refresh Rate Frequency with which new experts are onboarded. |
No information available | |
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Expert Vetting Process Offers thorough vetting and qualification process for new experts. |
Industry standard for expert networks includes vetting; AlphaSense emphasizes quality expert insights. | |
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Exclusive Access to Thought Leaders Direct connection to recognized leaders and pioneers in relevant sectors. |
Stream offers access to recognized technology and investment thought leaders. | |
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Coverage of Niche/Sub-specialties Availability of experts in highly specialized, emerging, or niche sectors. |
Transcript library and 1-on-1 matching includes niche VC/technology themes, implying access to niche experts. | |
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Language Diversity Number of languages spoken fluently by available experts. |
No information available | |
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Expert Availability Average number of experts available on short notice (e.g., within 24h). |
No information available | |
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Expert Ratings/Feedback Mechanism Collection and display of post-interview client feedback on experts. |
User feedback and ratings capability present for matching quality improvement. | |
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Retention Rate Annualized percentage of experts retained in network. |
No information available | |
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Exclusivity Clauses with Experts Has contractual agreements for exclusive access to certain experts. |
No information available |
Matching and Search Capabilities
(6 Yes /6 Known /13 Possible features)
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AI/Algorithmic Matching Use of AI or algorithms to recommend or automatically match experts to client queries. |
AlphaSense AI-powered platform; Stream uses AI/NLP for search and match of experts. | |
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Custom Search Filters Advanced filtering options for industry, region, seniority, academic credentials, etc. |
Stream's site describes advanced search filters for industry, company, transcript type, etc. | |
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Keyword Search Ability to search for experts using specific keywords. |
Keyword search is a core feature for searching transcript libraries. | |
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Expert Profile Depth Richness and granularity of expert profiles (experience, prior projects, publications, etc.). |
Public transcript content presents detailed profiles, background, and context on experts. | |
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Average Time to Match Average time from request to expert match. |
No information available | |
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Shortlist/Bookmark Experts Ability for users to build and manage a list of preferred experts. |
Users can save and revisit preferred experts and transcript content, supporting shortlist functionality. | |
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Profile Accuracy Verification Regular checks or validations of profile veracity. |
No information available | |
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Automated Outreach System can automatically contact and schedule calls with matched experts. |
No information available | |
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Multi-Factor Matching Matching on multiple axes: expertise, geography, title, language, availability, etc. |
Matching combines multiple criteria (industry, company, themes, availability, etc.) | |
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Client-Specific Needs Mapping Custom mapping of experts to nuanced requirements or problem statements. |
No information available | |
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Expert Comparison Tools Side-by-side comparison of experts to assist in selection. |
No information available | |
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Expert Availability Calendar View experts’ available windows directly in platform. |
No information available | |
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Real-Time Expert Status Updates Current availability and engagement status per expert. |
No information available |
Interview and Engagement Functionality
(8 Yes /8 Known /12 Possible features)
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Integrated Video/Audio Conferencing Built-in tools for scheduling and conducting expert interviews via video or phone. |
Interviews can be scheduled through the platform or via integrated tools; transcript recordings confirm call support. | |
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Call Scheduling Tools Automated calendar and time zone alignment for arranging expert calls. |
Automated scheduling tools described for expert call booking. | |
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Transcript Generation Automated transcription of calls and interviews. |
Transcripts of expert calls are core to Stream's offering. | |
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Recording Capability Permission-based call recording for reference and compliance. |
Recordings, subject to permission, are available, as transcript generation requires recordings. | |
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Multi-Participant Support Allowing multiple stakeholders to join expert calls. |
Platform supports multiple stakeholders or clients joining calls for diligence. | |
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Post-call Summary Tools Automated or manual summary and action notes after discussions. |
Transcripts and summaries available after calls, both automated and manual. | |
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Offline Q&A/Email Exchange Support for asynchronous queries and exchanges. |
No information available | |
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Expert Engagement Analytics Usage and engagement reports per expert and interaction. |
Expert engagement and analytics features included as part of Stream's reporting suite. | |
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Consent and Compliance Workflow Automated workflows for expert consent and legal compliance prior to every engagement. |
No information available | |
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Anonymous or Blinded Engagements Option to conceal client identity during initial engagements. |
No information available | |
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Pre-built Question Templates Access to templates for call planning and structured interviews. |
Pre-built question templates and research planning tools are listed as Stream product benefits. | |
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Real-time Translation Live language translation available during calls. |
No information available |
Compliance and Legal Management
(8 Yes /8 Known /11 Possible features)
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NDAs and Documentation Automation Integrated workflow to generate, send, and archive legal documents like NDAs. |
Platform workflow and onboarding process indicates NDAs and documentation are automated. | |
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Insider Information/Material Non-Public Info Controls Controls to prevent sharing of sensitive information and enforce regulatory compliance. |
Explicit mention of compliance protocols to prevent inadvertent disclosure of material non-public information. | |
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Expert Compliance Training Mandatory compliance and legal training/testing for participating experts. |
Mandatory compliance training for experts is referenced by AlphaSense compliance materials. | |
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Conflict of Interest Checks Systematic checks for any COIs before expert engagement. |
Platform includes standard COI checks before placement in expert calls. | |
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Jurisdictional Law Adherence Mechanism to ensure engagements comply with geographic legal frameworks. |
Mechanisms in the onboarding process for matching to regional legal requirements. | |
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Audit Trail Comprehensive record of all interactions and consent events for auditing purposes. |
Audit trail required and regularly referenced in compliance and legal documentation. | |
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Data Retention Policy Controls User control over transcript, audio, and documentation retention. |
No information available | |
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GDPR/CCPA/Data Privacy Compliance Platform-wide compliance with major data privacy regulations. |
Compliance with GDPR and similar regulatory requirements stated by AlphaSense. | |
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Approval Workflows Multi-step approval (e.g., legal review) before interviews proceed. |
No information available | |
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Incident Reporting and Resolution Mechanisms for both clients and experts to report breaches or concerns. |
No information available | |
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Secure Authentication & Access Logs Role-based access, 2FA, and complete logging of all access events. |
Enterprise authentication (SSO, 2FA) and logging are implemented for access security. |
Data Integration and Export
(6 Yes /6 Known /8 Possible features)
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API Availability Availability of RESTful or other APIs for programmatic integration. |
AlphaSense offers API access to Stream content and integration. | |
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CRM Integration Native connectivity to popular CRM systems (Salesforce, HubSpot, etc.). |
Integrations, including CRM systems (e.g., Salesforce), supported. | |
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Data Export Formats Support for CSV, XLS, PDF, or custom export formats. |
Export formats available for transcripts and analytics (CSV, PDF). | |
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Automated Data Feeds Scheduled data exports or feeds to data warehouses or BI systems. |
Data feeds and scheduled exports to BI systems supported. | |
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Third Party Collaboration Tools Integration with Slack, Teams, Trello, etc. |
Integrations with third-party collaboration tools (Slack, Teams) via AlphaSense platform APIs. | |
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Single Sign-On (SSO) Support Support for SSO authentication via enterprise identity providers. |
Enterprise SSO support is part of AlphaSense's security offering. | |
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Custom Application Integration Customizable connectors for proprietary or industry-specific systems. |
No information available | |
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Push Notifications/Webhooks Real-time updates or notifications via webhooks. |
No information available |
User Experience (UX) and Accessibility
(9 Yes /9 Known /10 Possible features)
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Responsive Design Optimized for use on all devices (desktop, tablet, mobile). |
Web platform designed for use on desktop and mobile browsers; responsive UI referenced. | |
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Intuitive Interface Minimal learning curve and easy navigation. |
AlphaSense platform known for intuitive, easy-to-use interface. | |
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Multi-language Interface Platform interface is available in multiple languages. |
Multi-language interface available across AlphaSense products. | |
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Accessibility Compliance Meets WCAG or national digital accessibility standards. |
No information available | |
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Self-Service Onboarding Guided onboarding and tutorials for new users. |
Self-service onboarding and help tutorials provided to new users. | |
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Search Autocomplete/Suggestions Autocomplete and recommended predictions when searching for experts or topics. |
Search autocomplete and recommendations demonstrated in Stream UI. | |
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Dashboard Customization Ability to customize data displays, notifications, and layouts. |
User dashboards customizable for search, analytics, and notifications. | |
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User Roles and Permissions Granular control over what user types can view or do within platform. |
Administrative controls for user roles and permissions are referenced. | |
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Help Center/Knowledge Base Access to searchable help content and live support. |
Help center, knowledge base, and searchable support available in-app and online. | |
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Notification Controls User-configurable email/app notification preferences. |
Notification controls for both email and in-app are provided. |
Pricing and Billing
(9 Yes /9 Known /10 Possible features)
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Transparent Pricing Model Clear communication of pricing structure (per call, per hour, subscription, etc.). |
Pricing models (per call, subscription) are communicated clearly. | |
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Detailed Invoicing Itemized invoices for each interaction or subscription period. |
Detailed invoices for expert interactions and usage are available. | |
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Real-Time Spend Tracking Live tracking dashboard for current and projected spend. |
Live and historical spend tracking dashboard in the analytics suite. | |
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Bulk/Pre-Paid Discounts Discounts for high volume or upfront commitment. |
Bulk use and subscription models offer discounted rates. | |
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Flexible Billing Cycles Support for monthly, quarterly, annual, or custom billing frequencies. |
Multiple billing cycle options are available for recurring business. | |
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Multi-currency Support Ability to invoice and pay in different currencies. |
Multi-currency invoicing supported through AlphaSense's global operations. | |
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Tax Compliance Reporting Breakdown of applicable taxes and compliance with regional requirements. |
Tax compliance and regional tax reporting facilitated in invoicing. | |
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Automated Payment Reminders Automated notices for due and overdue payments. |
Automated payment reminders built into platform billing tools. | |
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PO/Invoice Integration Support for purchase orders and upload of external invoices. |
No information available | |
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Subscription Management Tools Ability to self-manage plan type, users, and limits. |
Subscription plans and settings are self-managed via account dashboard. |
Security and Data Protection
(9 Yes /9 Known /9 Possible features)
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Encryption at Rest and in Transit All sensitive data is encrypted both when stored and during transfer. |
AlphaSense states all data is encrypted at rest and in transit. | |
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Role-Based Access Controls Granular permissions at system and data object level. |
Granular, role-based access permissions as part of AlphaSense SaaS platform. | |
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Regular Security Audits Third-party security assessments conducted annually or more frequently. |
External and internal security audits mentioned in AlphaSense security statement. | |
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Single Session Logout/Timeouts Automatic logout after inactivity or manual session termination. |
Session management features built-in; idle timeouts supported. | |
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Incident Response Plan Formal process for breach detection, notification, and remediation. |
Incident detection, notification, and remediation processes documented for the platform. | |
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Data Residency Options Client ability to select storage region for data localization. |
Data residency options available for enterprise customers. | |
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Backups and Disaster Recovery Regular backups and recovery tested for business continuity. |
Regular backups and DR processes described for AlphaSense infrastructure. | |
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Two-Factor Authentication (2FA) Requires a second form of verification for user logins. |
2FA is supported for user accounts. | |
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Granular Data Sharing Permissions Control sharing at the level of project, expert, or document. |
Document- and project-level sharing controls described in platform features. |
Performance and Reliability
(3 Yes /3 Known /8 Possible features)
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Uptime Guarantee Service level uptime commitment. |
No information available | |
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Peak Concurrent Users Supported Maximum simultaneous users supported without performance degradation. |
No information available | |
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Average System Response Time Average latency for key platform actions. |
No information available | |
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Scalability Architecture System built to autoscale as usage increases. |
Built on modern, cloud-native architecture designed for scaling. | |
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Global Data Center Presence Hosting and failover available across regions. |
Global enterprise platform with data centers and failover capacity. | |
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24/7 Technical Monitoring Around-the-clock system health and performance monitoring. |
24/7 technical monitoring for system health and uptime. | |
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Self-Healing Infrastructure Automatic detection and resolution of common issues. |
No information available | |
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Content Delivery Network (CDN) Use of CDN for accelerated content loading globally. |
No information available |
Analytics and Reporting
(9 Yes /9 Known /9 Possible features)
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Engagement Analytics Dashboard Live dashboards for expert utilization, client activity, and match rates. |
Real-time engagement dashboards showing expert network utilization. | |
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Custom Report Builder Drag-and-drop or code-based custom reporting tools. |
Custom reporting, dashboard building features available for analytics users. | |
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Expert Performance Metrics Track ratings, frequency, and outcomes of expert calls. |
Expert call metrics (ratings, usage frequency) available to platform admins. | |
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Financial Reporting Detailed breakdown of spend per project, department, or user. |
Financial and usage reporting delivered via dashboards and exports. | |
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Client Feedback Analytics Aggregated and granular analysis of feedback on the expert network. |
Aggregated feedback analytics available. | |
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Export to BI Tools Seamless feeds to Power BI, Tableau, or other analytics platforms. |
Exports to Power BI, Tableau, and other BI tools supported. | |
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Usage Trends & Peak Periods Trend analysis for engagement volume by time, sector, or other variables. |
Usage patterns and engagement analytics available to platform customers. | |
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Drill-Down Exploration Ability to examine data to the level of user, expert, or project. |
Drill-down data exploration tools are available in analytics modules. | |
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Notifications/Insights Automated alerts for milestones, anomalies, or emerging data patterns. |
User-configurable notifications and insight recommendations in dashboards. |
Support and Community
(6 Yes /6 Known /9 Possible features)
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Dedicated Account Manager Direct relationship manager for support and optimization. |
Enterprise accounts assigned a dedicated customer success/account manager. | |
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24/7 Customer Service Round-the-clock helpdesk via phone, chat, or email. |
24/7 help available through customer support channels. | |
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Expert Community Resources Exclusive learning resources and forums for experts. |
No information available | |
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Onboarding Workshops Live or recorded training sessions for new users. |
Workshops and educational webinars offered for onboarding and market context. | |
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Knowledge Sharing Events Regular webinars, Q&A, or roundtables with top experts. |
No information available | |
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Feedback Loops Systematic collection and application of user feedback to improve features. |
Feedback is continuously collected and informs product iterations. | |
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Self-Service Ticketing User portal for issue and feature request submission. |
Self-service support and ticket system included in platform offering. | |
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Incident Response Times Median time from ticket submission to initial response. |
No information available | |
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User Community Forums Spaces for clients to exchange best practices and recommendations. |
User forums and exchange spaces exist for best practices (AlphaSense Community). |
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