David Weisburd

Instead of static point-in-time reports, AlphaSense channel checks delivers a continuously refreshed view of demand, pricing, and competitive dynamics powered by interviews with real operators, suppliers, distributors, and channel partners across the value chain.

Thousands of consistent channel conversations every month deliver clean, comparable signals, helping investors spot inflection points weeks before they show up in earnings or consensus estimates.

The best part?

These proprietary channel checks integrate directly into AlphaSense's research platform, trusted by 75% of the world's top hedge funds, with access to over 500 million premium sources.

From company filings and brokerage research to news, trade journals, and more than 240,000 expert call transcripts.

That context turns raw signal into conviction.

The first to see wins, the rest follow.

Check it out for yourself at alpha-sense.com slash how I invest.

And what are the second order effects of that for allocators?

What are smart GPs doing to address these DPI issues from LPs?

You're working with hundreds of... You're down to the ground in terms of secondaries.

What's the discount today, 2026, for private equity funds, venture capital funds off of NAV?

What's commonplace in terms of where deals are getting done today?

Is there generally distrust of the mark on these CVS and that the GPs have incentive to mark them lower, or is it truly an independent process where LPs are comfortable with the mark?

There's a cognitive dissonance in that you go to your doctor who's a specialist in the area and now you're trying to outsmart your doctor.

Maybe it's undervalued by 5%, 10%.

Let's just pick a number out of there.

It's still better than taking a 10%, 15%, 20% discount on the secondary.

And there's no political issues with not committing to the CV.

And the reason...