Case Study: Tierra Partners achieves streamlined research workflow and analyst-as-a-service with AlphaSense

Sentieo Gives Tierra Partners a Customized Analyst-as-a-Service Advantage

Tierra Partners, a private investor and sponsor that shifted from a US-listed ETF to managing a Qualified Opportunity Fund (QOF), faced rising costs and unreliable data from S&P Capital IQ—slow updates for mid- and small-caps, mismatched filing data, and a sluggish interface. To address these issues, Tierra Partners selected AlphaSense and its integrated research platform to replace their legacy provider, seeking better filings search, fundamental public equity data, Excel integration, and customizable alerts.

AlphaSense delivered a single platform with robust filing search, public-security analysis, Excel workflows, and keyword/public-security alerts that Tierra Partners uses to underwrite private investments and monitor competing QOF activity. The solution streamlined research, freed up limited analyst resources through “set-and-forget” alerts, improved timeliness and coverage for smaller names, and gave the firm a customized analyst-as-a-service capability—backed by responsive AlphaSense support.

Tierra Partners

James Anderson

Managing Partner