David Weisburd

Does that change how you go about investing?

Your fund one was $650 million.

So not quite a large multistage fund, not quite a small fund.

In what ways is that an advantage to you?

In what ways is it a disadvantage?

So you don't have quite the coffers of the large funds, but you do have a sizable budget.

Where do you choose to concentrate that budget?

And where do you get the most bang for your buck?

One of the hardest things of investing is seeing what's shifting before everyone else does.

For decades, only the largest hedge funds could afford extensive channel research programs to spot inflection points before earnings and to stay ahead of consensus.

Meanwhile, smaller funds have been forced to cobble together ad hoc channel intelligence or rely on stale reports from sell-side shops.

But channel checks are no longer a luxury.

They're becoming table stakes for the industry.

The challenges has always been scale, speed, and consistency.

That's where AlphaSense comes in.

AlphaSense is redefining channel research.

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.