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Inside AlphaSense's Morgan Stanley Wealth Deployment
02:35|The July 19th briefing examines how buy-side firms are architecting expert-call retention for AI agent retrieval, unpacks AlphaSense's 15,000-advisor Morgan Stanley deployment as a generative research template, and covers Daloopa's $35M Series C. The episode also looks at why post-call follow-up workflows — not sourcing — are where expert-network spend actually converts into defensible research.
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Accenture Ventures x AlphaSense, NewtonX's synthetic personas, and Bridgetown Research's $19M Series A
03:57|2026-07-13 · 3717 KBThe July 13th briefing covers how buy-side firms are hardening expert vetting and compliance training as AI reshapes call prep workflows. It also breaks down Accenture Ventures' quiet pivot into an AlphaSense distribution channel, NewtonX's synthetic persona play, and Bridgetown Research's $19M Series A from Accel and Lightspeed.Finance AI Goes Native: Blackrock's Aladdin, and the Research Stack Wars
02:54|The July 7th briefing maps how buy-side firms are solving non-English primary research at scale, then goes deep on Rogo's $50M Series B and its rapid deployment across 25+ investment firms. The episode also covers the ROI frameworks procurement teams use to defend expert network budgets, and breaks down BlackRock's Aladdin Copilot architecture as a blueprint for enterprise AI layered over institutional research stacks.AlphaSense, Guidepoint, Hebbia, and more!
03:36|The INFLXD Daily Briefing for July 2, 2026 traces how the AlphaSense-Tegus consolidation set the template for AI-grade primary content, then maps the seven data feeds powering agentic research in 2026. The episode also covers Guidepoint's MCP deployment into Claude and Perplexity, the Hebbia-Centerview rollout inside an elite advisory firm, expert network pricing structures, and how Hebbia achieved live data-room access inside SS&C Intralinks without breaking the audit trail.Visit media.inflxd.com for more expert network news.AlphaSense's $7.5B Moment and the AI Research Land Grab
03:19|The INFLXD Daily Briefing for June 9, 2026 covers AlphaSense's $350M raise and Accenture Ventures partnership in the same news cycle, raising questions about timing and strategic intent. Rogo founder Gabriel Stengel details the Jefferies rollout and what it means to co-exist with OpenAI. Plus: Kirkland and Ellis goes deep on Palantir, and a disclosure problem inside UK defence commentary.Daloopa closes $47M Series C, the MCP era, and more
02:01|The INFLXD Daily Briefing for May 31, 2026 covers two structural shifts in the AI-finance stack. First, MCP-era expert network integrations are rewriting compliance workflows — query-level logs are becoming the new attestation artifact for buy-side firms. Then, Daloopa closes a $47M Series C, betting its structured fundamentals layer becomes essential plumbing for LLM-driven investment research.Anthropic adds Hebbia to Claude, Investor Group Services launches AI advisory practice for PE clients, and more
02:58|The INFLXD Daily Briefing for May 28, 2026 covers the emerging compliance artifact reshaping expert network workflows in the MCP era, Investor Group Services' new AI advisory practice for PE clients, Anthropic's addition of Hebbia to the Claude Marketplace, and the uneven pace of AI adoption across private markets GPs.