← AlphaSense
AlphaSense role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI-powered search platform that pulls market intelligence from filings, transcripts, research, expert calls and news into one place.
Who you'd be calling
Analysts, portfolio managers, strategy and corporate development leaders at financial firms, large corporations and government agencies.
Your opener
“Hi Chris, this is Alex from AlphaSense. I know I'm calling out of the blue. We help research teams find key insights across filings, transcripts and news in minutes instead of hours. How does your team handle that research today?”
Problems you solve for them
- Research is scattered across many sources and takes hours to gather
- Teams risk missing key insights before making big decisions
- Reading earnings calls, filings and news by hand doesn't scale
Discovery questions to ask
- Where does your team go to research companies and markets today?
- How long does it take to prepare for an earnings season or a big decision?
- How do you make sure you don't miss something important?
Objections they'll throw at you
“I'm busy.”
→ Understood, I'll be brief. Could I grab 15 minutes later this week to show you how it works?
“Not interested.”
→ No worries. Is research already well covered, or is it just not a focus right now?
“We already use Bloomberg or FactSet.”
→ Those are solid tools. Many teams use AlphaSense alongside them for search across transcripts and filings. Where do you still find gaps in your research?
“Send me an email.”
→ Of course. What kind of research does your team do most, so I send something relevant? Could we book 15 minutes after you've looked at it?
Competitors worth knowing
Bloomberg, FactSet, S&P Capital IQ
Interview tips for this company
- Read the AlphaSense website and try to understand what a company earnings transcript is and why analysts care.
- Practice talking to senior, time-pressed finance people: short, respectful, and to the point.
Written from public information about AlphaSense to help you practice. Ask an insider what their role play looked like; it's the best prep there is.