Agent StudioECM Capital Markets AI Agent Team
Take an equity deal from origination to distribution. Source and prioritise IPO, follow-on, and equity-linked candidates, map regulatory and exchange paths, support pricing, draft deal materials, and plan distribution.
What is an ECM Capital Markets AI Agent Team?
An ECM Capital Markets AI Agent Team is a group of specialised AI agents that work together on equity capital markets origination, focused on IPOs, follow-ons, and equity-linked deals. The agents cover deal origination, regulatory and listing requirements, valuation and pricing, deal materials, investor distribution, and market intelligence.
In Brexy, the team takes a request, breaks it into stages with explicit acceptance criteria, delegates the research to the right specialist, verifies the output independently, and returns structured work for you to review.
Overview
An equity deal is not one job. Sourcing candidates, clearing the regulatory path, pricing the issuance, drafting the documents, planning distribution, and reading the market are all connected, but each one needs a different kind of work.
Instead of asking a general-purpose AI to do everything, Brexy gives each part of the deal to a specialised agent. An ECM origination lead coordinates the full deal workflow from end to end. That makes the work easier to review and gives you clearer visibility into the evidence behind every data point.
Your ECM team specialises. Your AI team should too.
Meet the ECM Capital Markets AI team
Handles deal sourcing and the origination pipeline, identifying and prioritising IPO, follow-on, and equity-linked candidates. Coordinates the full deal workflow end to end and assembles the final result.
Covers stock exchange listing rules, securities registration statements, disclosure requirements, and regulatory clearance paths across target jurisdictions.
Supports issuance with comps analysis, precedent transactions, discount structures, and valuation modelling.
Drafts and assembles deal documents, including prospectus sections, investor briefs, term sheets, and offering circulars.
Plans investor targeting, institutional allocation strategy, bookbuilding dynamics, and syndicate distribution.
Researches the market backdrop: comparable issuances, precedent deals, market windows, new-issue concessions, and peer performance tracking with sourced evidence.
One question can use multiple agents
Example: assess a follow-on offering for a listed company, from market window to investor plan.
EOECM Origination
Break the request into stages, set the acceptance criteria, and coordinate the workflow.
MIECM Market Intel
Research the market window, comparable issuances, and precedent deals with sourced evidence.
VPValuation & Pricing
Run the comps and precedent transaction analysis to support pricing and valuation.
RLRegulatory & Listing
Map exchange listing criteria, registration filings, and the regulatory clearance path.
IDInvestor Distribution
Outline investor targeting, institutional demand, allocation strategy, and distribution planning.
DMDeal Materials
Draft the investor brief and transaction summary from verified inputs.
EOECM Origination
Check that each output has been independently verified, then assemble the final result.
From a question to finished work
ECM Origination decomposes the request into stages, each with explicit acceptance criteria. Research is delegated to the fitting specialist, and every data point requires source evidence. The output is independently verified, and ECM Origination assembles and delivers the final result.
The goal is not just an answer. It is sourced, reviewable work you can take into the next step.
A typical ECM Capital Markets workflow
The workflow moves from a request to a verified, review-ready result.
Decompose the request
ECM OriginationBreak the mandate into execution stages, each with explicit acceptance criteria.
Read the market
ECM Market IntelResearch comparable issuances, precedent deals, and open issuance windows with sourced evidence.
Map the path and price
Regulatory & Listing · Valuation & PricingClarify securities filing requirements and listing rules, supporting valuation via trading comps and precedent deal multiples.
Draft and plan
Deal Materials · Investor DistributionDraft prospectus sections and investor briefs while defining investor targeting and bookbuilding plans.
Verify independently
Independent verificationCheck each specialist output against initial acceptance criteria and source evidence.
Assemble and deliver
ECM OriginationCombine the verified deliverables into a consolidated package for desk review.
Sources, acceptance criteria, and verification
Equity deals are only as strong as the evidence behind them.
Sourced citations are required for every market and financial metric.
Every stage has defined criteria up front so expectations are clear.
Research routes directly to subject specialists (market intel, valuation, regulatory).
Data points and computations are audited before synthesis.
The lead coordinates accountability and delivers one clean, cohesive package.
Who is it for?
Support IPOs, follow-ons, block trades, and equity-linked issuances from origination to distribution.
Understand execution timelines, window receptivity, and pricing context before launching an equity raise.
Build and maintain an equity pipeline backed by verified data.
Plan institutional targeting, order book dynamics, and allocation strategy.
Eliminate repetitive comps aggregation, tracker updates, and drafting tasks without losing analytical oversight.
Work with the context you already have
Brexy integrates with the context available through your projects, knowledge base, data files, connectors, and previous pitches. Your AI team begins with the exact deal parameters and historical precedent relevant to the mandate.
You stay in control
The AI team runs the research, drafting, and analysis. You inspect the output, evaluate sources, challenge assumptions, and decide what moves forward.
Brexy does not make underwriting decisions. It removes the manual friction around them.
What can you ask Brexy to do?
Click any request to copy it.
Origination & Pipeline
Regulatory & Listing
Valuation, Pricing & Market Intel
Deal Materials & Distribution
Frequently asked questions
An ECM AI Agent is a specialized system built for equity capital markets workflows, including deal origination, valuation and pricing, drafting offering documents, and distribution planning. In Brexy, it operates as an integrated team.
Yes. Brexy’s ECM Origination agent tracks screening criteria to identify and prioritise IPO, follow-on, and convertible candidates, coordinating the process across specialist agents.
Yes. The Regulatory & Listing agent outlines exchange listing criteria, registration disclosures, and regulatory submission paths. Final filings remain subject to legal and regulatory review.
Yes. The Valuation & Pricing agent pulls comparable trading multiples, analyzes precedent IPO discounts, and benchmarks pricing ranges.
Yes. The Deal Materials agent drafts offering sections, investor summaries, and term sheets using validated deal inputs and explicitly flags unverified data.
Yes. The Investor Distribution agent matches issuer characteristics against institutional mandates, historical ticket sizes, and bookbuilding strategies.
A general AI model attempts to draft everything from broad generalizations. Brexy splits the deal into 6 specialized workflows, running independent research, mathematical checks, and source validation for every output.
Start with the deal. Build the path around it.
Provide Brexy with the issuer, the transaction type, and your preliminary context. The ECM Capital Markets Agent Team brings together the origination, regulatory, pricing, drafting, distribution, and market intelligence required.
Ready to put the team to work?
Open Brexy Agent Studio, describe your ECM objective, and the right agents join the workflow.
Try ECM Capital Markets in Brexy →
