Agent StudioBrexy for Capital Markets
Build an AI capital markets team for research, financial analysis, valuation, sourcing, fundraising, transaction research, and deal execution.
Your Capital Markets Team Has Specialists. Your AI Team Should Too.
Capital markets work is not one job. Research, valuation, sourcing, fundraising, transaction analysis, and execution require different skills and different workflows. Brexy brings specialized AI teams together so the right team can work on the right part of the job.
Meet the Capital Markets AI Teams
M&A
Research acquisition targets, analyse companies and strategic fit, investigate transactions, and support M&A deliverables.
Financial Analysis & Valuation
Turn financial data into analysis you can use. Work with financial statements, historical performance, forecasts, assumptions, valuation methodologies, and comparable companies.
Research & Market Intelligence
Find and verify the information behind an investment or transaction decision. Research companies, markets, sectors, competitors, investors, and transactions with supporting sources.
Sourcing & Origination
Find companies, investors, buyers, targets, and other opportunities based on your criteria.
Fundraising
Find relevant investors, research their investment activity and preferences, and build targeted fundraising lists.
SPAC & De-SPAC
Research SPAC transactions, targets, sponsors, PIPE investors, financing structures, and historical de-SPAC companies.
Deal Execution
Keep transaction work moving across research, documents, tasks, participants, and ongoing deal workflows.
One Capital Markets Question Can Use Multiple Teams
Example: Build a Trading Comps Valuation for an AI Infrastructure Company
- Research & Market Intelligenceidentify relevant public comparables and validate the market context.
- Financial Analysis & Valuationcollect financial data and calculate EV/Revenue and EV/EBITDA.
- Research & Market Intelligenceverify company information, financial data, sources, and pricing dates.
- Financial Analysis & Valuationproduce the final trading comps analysis.
You review. You approve.
From a Question to Finished Work
“Find the last 20 SPAC deals and give me the PIPE investors, PIPE size, and financing structure.”
Brexy can bring the relevant specialist teams into the workflow.
- Research
- Data gathering
- Analysis
- Verification
- Output
The goal is not just an answer. It is sourced, reviewable work that can move into the next step.
A Typical Capital Markets Workflow
Find the opportunity
Sourcing & OriginationFind companies, investors, buyers, or targets that match the mandate.
Understand the opportunity
Research & Market IntelligenceResearch the company, sector, market, competitors, management, and relevant transaction history.
Analyse the numbers
Financial Analysis & ValuationBuild financial analysis, forecasts, valuation, and comparable-company analysis.
Build the transaction view
M&A / Fundraising / SPACAnalyse the transaction structure, investors, buyers, targets, or financing.
Move the deal forward
Deal ExecutionTurn the analysis into ongoing deal work, documents, tasks, and execution.
Work With the Context You Already Have
Brexy can work with the context available through your projects, knowledge, files, connectors, and previous work, so your AI teams can work from the information relevant to the job.
You Stay in Control
The AI teams do the research and the work. You review the output, check the sources, make changes, and approve what moves forward.
The goal is not to remove the banker from the workflow. It is to remove the repetitive work around them.
What Can You Ask Brexy to Do?
Research
- Research a company
- Analyse a market
- Find competitors
- Research investors
- Research transactions
Financial Analysis & Valuation
- Build a 5-year operating model
- Analyse financial statements
- Build trading comparables
- Perform valuation analysis
- Review financial assumptions
Sourcing & Origination
- Find acquisition targets
- Find investors
- Find buyers
- Build company lists
- Screen companies
Transactions
- Research M&A transactions
- Analyse SPAC and de-SPAC deals
- Research PIPE financing
- Analyse transaction structures
- Support deal execution
Deal Deliverables
- Investment research
- Company analysis
- Market reports
- Valuation analysis
- Transaction materials
- Pitch and deal-related documents
Frequently Asked Questions
Brexy provides specialized AI teams for research, financial analysis, valuation, sourcing, fundraising, transaction research, and deal execution.
Yes. A workflow can involve multiple specialized AI teams, with research, analysis, verification, and execution handled as connected steps.
Brexy can support financial statement analysis, forecasting, operating models, trading comparables, DCF analysis, and other valuation workflows.
Yes. The SPAC & De-SPAC team can research SPAC transactions, targets, sponsors, PIPE investors, financing structures, and historical de-SPAC activity.
You can start by describing the work you need. Brexy can bring the relevant specialist teams into the workflow.
Start With the Work. Build the Team Around It.
Tell Brexy what you are trying to accomplish. Bring together the right AI teams, tools, knowledge, and workflow around the job.