Frequently Asked Questions

The initial conversation focuses on your team's workflows, priorities and potential use cases so the relevant Brexy AI capabilities can be evaluated.

Most teams are running quickly. Brexy connects to your existing systems with no code required, and workflows are configured and tested in days rather than months.

Yes. Where appropriate we evaluate Brexy against a relevant workflow using your own requirements and environment before anything moves into production.

Pricing is tailored to your firm, based on the workflows, users, and document volume involved. It is best answered on a short call once we understand your setup.

Every client gets a named point of contact and hands-on onboarding, so the first workflows are set up with you rather than handed over as documentation.

Brexy supports financial research, company analysis, deal analysis, due diligence, screening, memo and pitch drafting, investor matching and workflow automation.

Brexy connects to your data sources and runs specific financial workflows across them. Every output is grounded in the source material it came from, and the work is logged so it can be reviewed later.

An AI financial platform applies artificial intelligence to financial research, analysis, deal sourcing, due diligence and transaction workflows. Brexy is built for teams across investment banking, private equity, capital markets and asset management, rather than as a general assistant pointed at finance.

Brexy AI analyzes financial documents and other information to identify relevant data, extract structured insights, and support financial workflows. Important findings can be traced back to their underlying sources for review and validation.

Brexy AI can support automation across repetitive financial and deal workflows, including information processing, document workflows, approvals, sourcing processes, and other transaction-related activities.

Brexy AI connects research, company screening, due diligence, financial analysis, and deal preparation into AI-powered workflows designed to help financial professionals move from information to decision-ready outputs faster.

No. Brexy AI is designed to support financial professionals by reducing manual information-processing work while keeping human review, judgment, and approval in the workflow.

Brexy AI is built for investment bankers, private equity professionals, capital markets teams, advisors, investors, and other financial services professionals working with complex financial information and deal workflows.

A financial research platform is software that gathers financial data, filings, transcripts and documents in one place and helps professionals analyse them. An AI financial research platform goes further: it reads the material, extracts and reconciles the figures, and produces sourced output such as company profiles, memos and comparables.

A data terminal supplies data. An AI research platform does work on top of it. Brexy connects to the providers a team already licenses and to the firm's own documents, then carries research through to a finished, sourced deliverable.

No. Brexy sits across the sources a team already uses. The problem it solves is that information is scattered and slow to verify, not that a single source is missing.

Yes, from the documents and sources your team has access to. Regional private companies disclose little publicly, so the value is in working across what you hold: management accounts, data room files, local filings and past internal work, with every finding sourced.

Brexy runs a consistent question set across each call in a coverage list and flags what changed against prior quarters, including guidance, tone and topics management declined to address. The analyst decides which calls deserve a full read.

Every figure and statement links to its source passage. Review becomes a check rather than a rebuild, and nothing reaches a client or a committee without a person having signed it off.

It is the clearest fit. A team of six has no junior bench to absorb the reading and the formatting, so removing that layer changes how many situations the team can look at in a week.

Yes. Teams can build and deploy workflows for their own processes without writing code, so Brexy fits how your firm already works rather than the other way around.

Brexy is an AI platform built for investment banking workflows, helping teams research companies, analyze financial information and documents, support due diligence, prepare deal materials, and accelerate deal execution.

Brexy AI can support investment banking workflows including financial research, company analysis, deal sourcing, due diligence, valuation analysis, investment memo preparation, pitchbook preparation, and deal execution.

Yes. Brexy AI supports M&A due diligence by helping teams analyze company information, financial statements, CIMs, VDR documents, contracts, and other transaction materials to identify relevant information and potential risks.

Brexy AI can help automate repetitive work across financial research, document analysis, deal sourcing, due diligence, deal preparation, reporting, and other investment banking workflows, while keeping human review and decision-making in the process.

Yes. Brexy AI can support private equity workflows including deal sourcing, company research, investment due diligence, financial analysis, and portfolio-related research.

No. Brexy AI is designed to augment financial professionals by reducing manual information-processing work while keeping people responsible for review, judgment, and decision-making.

A general tool answers a question. Brexy shows where the answer came from, respects who is permitted to see which document, and fits into research, diligence or deal execution as an actual step rather than a side conversation.

Brexy AI for asset management uses artificial intelligence to support investment research, financial analysis, portfolio monitoring, reporting, and other investment workflows. Brexy applies finance-native AI to help asset management teams work across financial information and research sources.

AI can help asset managers analyze financial documents, earnings materials, transcripts, company information, and other research sources to identify relevant information faster and support investment analysis.

Yes. Brexy supports earnings analysis across earnings releases and transcript sources, helping teams examine financial performance, guidance, management commentary, and other relevant developments with source citations.

No. Brexy is designed to support investment professionals. AI can accelerate research and analysis, while analysts and portfolio managers retain responsibility for evaluating investment implications and making decisions.

Brexy AI emphasizes source-grounded outputs and citations so investment professionals can review the information underlying AI-generated analysis. Brexy's security positioning also includes human approval checkpoints and governance controls.

Brexy AI deal sourcing uses artificial intelligence to help financial professionals identify, research, screen, and evaluate potential deal opportunities using relevant company, financial, and market information.

Brexy AI can help deal teams research companies, identify potential targets, screen opportunities against relevant criteria, synthesize information, and prepare analysis for further evaluation.

Yes. Brexy AI can support multiple stages of the deal lifecycle, including sourcing, company research, screening, due diligence, analysis, deal preparation, and execution.

No. Brexy AI is designed to support financial professionals by reducing manual information-processing work while keeping human judgment, review, and approval in the workflow.

Most heavily for multi-jurisdiction due diligence, company and market research, comparable and precedent sets, and listing route analysis across SGX and Nasdaq. Cross-border mandates shift the weighting toward document-heavy work, because the information was rarely prepared to a common standard.

Yes. A diligence checklist is a set of questions asked against a document set, which is what AI due diligence handles well. Each item returns the relevant clause or figure with its source passage attached, so the reviewer verifies rather than searches.

Where documents are processed and stored is treated as an evaluation criterion rather than a footnote. Brexy is SOC 2 Type I compliant with permissions enforced per user rather than per workspace. Speak to the team about the specific residency requirements of your mandate.

Yes. Route analysis across SGX listing requirements, a Nasdaq alternative, or a de-SPAC or reverse takeover structure is retrieval-heavy work spanning several regimes. Brexy assembles the precedent set and surfaces disclosure requirements with each finding traceable to its filing.

No. It sits across the sources a deal team already uses. The problem it solves is that information is scattered and hard to verify at speed, not that any single source is missing.

That is the clearest fit. A lean team gains most from removing the production layer, because there was never a junior bullpen to absorb it.

Yes. Brexy is built with enterprise controls, source-grounded outputs, permissions, governance, and human review designed for regulated financial workflows.

Brexy is SOC 2 Type I compliant, and ISO 27001 certification is under way. You can request the SOC 2 report from our Trust page, and we send it across once the request is approved.

No. Your data is never used to train models. Brexy operates under enterprise agreements with zero data retention, so material you put into the platform is not stored by the model providers or shared.

On AWS, in a single United States region. There are no multi-region residency options at this time.

AWS for infrastructure, Google Workspace for identity, GitHub for source control, and Sprinto for compliance monitoring. Each one, and what it is used for, is listed on our Trust page.

Every output is grounded in your source documents with direct citations. Brexy extracts and synthesizes from material you supply rather than answering from memory, so any finding can be traced back and checked.

Yes. Sensitive and external-facing actions can be configured to require human approval before they complete, so nothing leaves your team unreviewed.

Incident response, access control with periodic access reviews, encryption in transit and at rest, vulnerability management, a secure development lifecycle, and privacy by design, among others. The full set is described on our Trust page.

Market and research providers including Bloomberg, LSEG Refinitiv, FactSet, S&P Capital IQ, and PitchBook, alongside document sources such as Google Drive, OneDrive, Dropbox, SharePoint, and data rooms.

PDFs, Word documents, Excel workbooks, PowerPoint decks, emails, and plain text. An OCR layer handles scanned material, so older documents are not a dead end.

Yes. Brexy integrates with Microsoft 365, Gmail, and Slack, so outputs can be delivered where your team already works.

Brexy processes documents in over 30 languages, and outputs can be produced in your preferred language regardless of the language of the source document.

Brexy is model-agnostic. It uses the most suitable model for each task and moves with the field, so your team is not tied to one provider.