Trusted by Leading Deal Teams

AI for Capital Markets


World's Leading Dealmakers

Purpose-built Financial AI Platform, trusted by leading dealmakers, investors, bankers,
and advisors for high-stakes financial decisions at the world's top firms.

Contact Us

Why financial institutions
choose Brexy

Brexy is a purpose-built AI Financial Platform. Unlike generic AI platforms, our AI understand financial workflows, compliance requirements, and the complexity of deal execution.

Built by bankers, for bankers

Finance expertise is in Brexy's DNA. Our team of former bankers and investors understands the nuance and complexity of high finance workflows, and why generic AI chatbots break down. That’s why our platform and models are built explicitly for finance.

AI Skills That Execute Financial Workflows

Brexy don't just answer questions. They understand financial workflows and execute end-to-end work across deals and investments, the same way your team does.

Unified Financial Intelligence

Brexy is embedded directly into your firm's systems and data and every financial data platform your team relies on daily.

Institutional-Grade Outputs

Brexy produces real deliverables. Auditable financial models, investment memos, diligence materials, and board ready decks. Not summaries. Not drafts.

Enterprise AI Built for Financial Institutions

Every firm is different. That's why every Brexy deployment is bespoke, paired with enterprise grade security and a white glove partnership led by ex-finance professionals.

AI Platform

AI Platform Purpose-Built for Finance

01 / 04

Elevating the entire organisation

One platform where your team shares context. Every insight becomes institutional knowledge. Analysts and MDs working in true sync.

Shared deal workspaces with real-time context
Institutional memory that compounds over time
Senior visibility across every live mandate
3 skills running live
LIVE MANDATE BREXY
JM
M&A Deal Volume Analysis
Updated 2 min ago
Live
SR
ACME VDR Deep Dive
12 docs processed
Running
KP
ACME Deal Memo
Completed · 1h ago
Done
TM
Deal Teaser Draft
In progress
Live

Core Platform

Three platforms in one Built for the way deals actually move

AI Financial Research

Reason across 1,000+ documents. Pull comparables. Draft Deal Memos with full citation trails.

AI Deal Execution Platform

Autonomous sourcing, investor matching, SPAC matching, outbound all under banker approval.

Deal Workflow Automation

Pipeline, NDAs, ELs, DocuSign, data rooms, referral partners, invoicing end to end.

MEET BREXY

Brexy
Your AI Deal Partner

Research companies, identify investors, draft investment memos, and accelerate deal execution with AI that understands your workflow.

Online
Good morning. 3 active mandates.
HorizonAI screening due today · FinStack deck due Friday
7
tasks ready
3
deals active
Find SPACs
750+ live sponsors
Deal Summary
2 page exec brief
Co. Overview
60 second profile
Match Investors
Ranked by mandate
Screening Memo
Deal ready brief
Pitch Deck
12 to 15 slides
Run a skill
My deals
History
Settings

Real-World Impact

5x
More Deals

Evaluated with the same team size.

5x
20+
Hours Saved

Initial investment memo in 2 minutes.

20+
98.5%
Accuracy

On benchmark of financial questions.

98.5%

Integrations

Connect Every Financial Data Source

30+ integrations available. All connections encrypted end-to-end.

FactSetFactSet
LSEG RefinitivLSEG Refinitiv
PitchBookPitchBook
PreqinPreqin
Microsoft 365Microsoft 365
DatasiteDatasite
SEC FilingsSEC Filings
Your Firm's DataYour Firm's Data
QuartrQuartr
BloombergBloomberg
Capital IQCapital IQ
Google DriveGoogle Drive
FactSetFactSet
LSEG RefinitivLSEG Refinitiv
PitchBookPitchBook
PreqinPreqin
Microsoft 365Microsoft 365
DatasiteDatasite
SEC FilingsSEC Filings
Your Firm's DataYour Firm's Data
QuartrQuartr
BloombergBloomberg
Capital IQCapital IQ
Google DriveGoogle Drive
S&P Capital IQS&P Capital IQ
SalesforceSalesforce
International FilingsInternational Filings
ReutersReuters
Dow JonesDow Jones
Financial TimesFinancial Times
Real-time Web & NewsReal-time Web & News
TranscriptsTranscripts
GrataGrata
OneDriveOneDrive
DropboxDropbox
SlackSlack
NotionNotion
FirefliesFireflies
OpenRouterOpenRouter
SPAC ResearchSPAC Research
S&P Capital IQS&P Capital IQ
SalesforceSalesforce
International FilingsInternational Filings
ReutersReuters
Dow JonesDow Jones
Financial TimesFinancial Times
Real-time Web & NewsReal-time Web & News
TranscriptsTranscripts
GrataGrata
OneDriveOneDrive
DropboxDropbox
SlackSlack
NotionNotion
FirefliesFireflies
OpenRouterOpenRouter
SPAC ResearchSPAC Research

30+ live integrations

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See Brexy in action

30 minutes with our team. A live demo personalised to your workflows and your industry.

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