Turn financial data into analysis you can actually use.
Brexy's Financial Analysis & Valuation Agent Team helps investment bankers, private equity teams, corporate finance teams, M&A professionals, analysts, and associates analyse financial statements, build financial models, forecast performance, perform valuation analysis, and verify the data behind the numbers.
Instead of asking a general-purpose AI to do everything, you can use specialized agents for different parts of the financial analysis and valuation workflow.
A Financial Analysis & Valuation AI Agent Team is a group of specialized AI agents that work together on financial analysis, financial modelling, forecasting, valuation, comparable-company analysis, and data verification.
In Brexy, the team can take a financial objective, break it into specialist tasks, perform the analysis, verify important data and sources, and return structured work for you to review.
The team can support:
Analyses income statements, balance sheets, and cash-flow statements to understand historical performance and identify important trends.
Builds and structures financial models using historical financials, operating drivers, and clearly defined assumptions.
Turns historical performance and business assumptions into forward-looking forecasts, including revenue, margins, expenses, working capital, and cash flow.
Supports valuation using methods such as DCF, trading comparables, and transaction comparables, including enterprise value, equity value, and sensitivity analysis.
Identifies relevant public companies and analyses valuation multiples such as EV/Revenue and EV/EBITDA.
Checks important numbers, assumptions, pricing dates, and supporting sources used in the analysis.
The workflow can move from raw financial information to a review-ready analysis:
“Build a 5-year operating model for ITC using the last three years of financials. Forecast revenue, costs, EBITDA, working capital, cash flow, and all three financial statements. Clearly state the assumptions and cite reliable sources.”
The team can research the historical financials, analyse performance, build assumptions, forecast the operating drivers, structure the three-statement model, validate calculations, and return the analysis for review.
“We're evaluating a hypothetical acquisition target in the AI infrastructure space. Identify the closest public comparables and calculate EV/Revenue and EV/EBITDA multiples as of today's date. Cite the source and pricing date for each company.”
The workflow can identify relevant peers, collect the underlying financial and market data, calculate the multiples, verify the source and pricing date, and produce a structured comparable-company analysis.
“Build a DCF valuation using the company's historical financials and five-year forecast. Show the assumptions for WACC, terminal growth, terminal value, enterprise value, equity value, and sensitivity to key assumptions.”
The team can structure the forecast cash flows, apply the valuation assumptions, calculate the resulting value, and show how the valuation changes under different scenarios.
Financial analysis often involves several connected jobs: finding financial data, understanding historical performance, building assumptions, forecasting, modelling, valuing the company, and checking the sources.
A specialized agent team separates those jobs and lets the relevant agent handle each part of the workflow. This makes the work easier to review and gives you clearer visibility into data, assumptions, calculations, and sources.
Financial analysis is only as useful as the information and assumptions behind it.
See where important financial and market data came from.
Separate assumptions from historical or externally sourced information.
Make the logic behind key outputs easier to review.
Check important data points, calculations, and source information before using the final output.
Support valuation, financial modelling, comparable-company analysis, transaction analysis, and deal-related financial work.
Screen companies, analyse financial performance, build forecasts, and evaluate investment opportunities.
Analyse business performance, forecast results, and support strategic and financial decisions.
Support acquisition analysis, valuation, transaction benchmarking, and financial diligence.
Reduce repetitive financial research and modelling work while retaining control over the final analysis.
Analyse revenue, margins, profitability, working capital, cash flow, and historical financial performance.
Build forward-looking revenue, cost, margin, working-capital, and cash-flow forecasts using explicit assumptions.
Connect the income statement, balance sheet, and cash-flow statement into a structured operating model.
Estimate enterprise value and equity value using forecast cash flows, discount-rate assumptions, terminal value, and sensitivity analysis.
Identify relevant public comparables and benchmark valuation using EV/Revenue, EV/EBITDA, and other relevant multiples.
Analyse historical transactions and compare acquisition or transaction multiples.
Test how changes in key assumptions affect forecasts and valuation.
Review assumptions, calculations, financial statements, and key outputs for potential inconsistencies.
“Build a 5-year operating model for this company using its last three years of financials.”
“Analyse the company's historical financial performance and identify the main drivers of EBITDA growth.”
“Find the closest public comparables and calculate EV/Revenue and EV/EBITDA as of today.”
“Build a DCF valuation and show sensitivity to WACC and terminal growth.”
“Compare this company's revenue growth and margins against its closest competitors.”
“Review this financial model and identify inconsistencies in the assumptions or calculations.”
“Build a three-statement financial model using these historical financials and assumptions.”
It is a specialized AI agent team for financial statement analysis, financial modelling, forecasting, valuation, comparable-company analysis, and financial data verification.
Brexy can support operating models, five-year forecasts, three-statement financial models, DCF valuation, trading comparables, transaction comparables, and scenario or sensitivity analysis.
It is designed for investment bankers, private equity and investment teams, corporate finance teams, M&A teams, analysts, and associates.
The team can support DCF, trading comparables, and transaction comparables, including enterprise value, equity value, valuation multiples, and sensitivity analysis.
Yes. A Data & Source Verification Agent can check important financial and market data, source information, pricing dates, and supporting evidence.
An agent team divides a complex workflow among specialized agents. In financial analysis, separate agents can handle financial statements, modelling, forecasting, valuation, comparable companies, and source verification.
A Financial Analysis AI Agent is an AI system specialized in analysing financial statements, company performance, financial data, and related financial metrics. In Brexy, it can work as part of a larger Financial Analysis & Valuation Agent Team.
Brexy's Financial Analysis & Valuation team can support financial modelling workflows, including operating models, forecasts, and three-statement analysis.
Yes. Brexy can support five-year forecasting using historical financial information and defined business assumptions.
Yes. The team can support DCF workflows involving forecast cash flows, WACC, terminal value, enterprise value, equity value, and sensitivity analysis.
Yes. The team can identify relevant public comparables and calculate valuation multiples such as EV/Revenue and EV/EBITDA, with supporting data and sources where available.
Yes. The Financial Analysis & Valuation team can analyse income statements, balance sheets, cash-flow statements, historical performance, margins, working capital, and other financial metrics.
Brexy workflows can include source information for important financial and market data so you can review the evidence behind the analysis.
No. The AI team performs the analysis and prepares the work. You review, challenge, and approve the output.
Give Brexy the financial objective, the company or transaction context, and the information you have. The Financial Analysis & Valuation Agent Team can bring together the research, modelling, forecasting, valuation, and verification work required.
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