Case Study: Ardevora standardizes stock analysis and consistently closes research lines with AlphaSense

Ardevora Standardizes Stock Analysis Process, Ensuring Research Lines Consistently Closed

Ardevora, a private partnership founded in 2010, faced a fragmented research workflow: analysts pulled transcripts, filings, presentations and reports from multiple providers, captured notes in a separate note system, and held discussions over email or in person—making it hard to track debates and reliably close research lines. To address this, Ardevora selected AlphaSense and its Research Management System (RMS) with an integrated Notebook and advanced document search to consolidate sourcing, note-taking, and communication.

AlphaSense implemented a centralized platform that the entire Ardevora research team now uses to create standardized note templates (earnings calls, new ideas, news), apply custom tags, and cross-check peers with a Smart Summary–style transcript skimming feature. The AlphaSense solution centralized comments and debate tracking in the Notebook, reduced reliance on legacy data providers, and delivered measurable operational improvements: team-wide adoption, faster transcript review, standardized workflows, better transparency, and more consistent closing of research lines.

Ardevora

Lloyd Liew

Equity Research Analyst