Brexy for Investment Banking

Overview

Investment banking 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.

Your investment banking team has specialists. Your AI team should too.

Meet the investment banking AI teams

• M&AResearch acquisition targets, analyse companies and strategic fit, investigate transactions, and support M&A deliverables.Best for: acquisition research · target analysis · transaction research · strategic fit
• Financial Analysis & ValuationTurn financial data into analysis you can use. Work with financial statements, historical performance, forecasts, assumptions, valuation methodologies, and comparable companies.Best for: 5-year operating models · financial statement analysis · DCF · trading comps · valuation
• Research & Market IntelligenceFind and verify the information behind an investment or transaction decision. Research companies, markets, sectors, competitors, investors, and transactions with supporting sources.Best for: company research · market research · competitive intelligence · industry research · source verification
• Sourcing & OriginationFind companies, investors, buyers, targets, and other opportunities based on your criteria.Best for: acquisition targets · investor lists · buyer lists · company screening · opportunity sourcing
• FundraisingFind relevant investors, research their investment activity and preferences, and build targeted fundraising lists.Best for: investor research · family offices · fundraising lists · investor screening
• SPAC & De-SPACResearch SPAC transactions, targets, sponsors, PIPE investors, financing structures, and historical de-SPAC companies.Best for: SPAC deal research · PIPE analysis · target research · financing structures · de-SPAC research
• Deal ExecutionKeep transaction work moving across research, documents, tasks, participants, and ongoing deal workflows.Best for: transaction work · deal documents · task coordination · participant workflows · execution tracking

One question can use multiple teams

Example: build a trading comps valuation for an AI infrastructure company.

1. Research & Market Intelligence

   Identify relevant public comparables and validate the market context.

2. Financial Analysis & Valuation

   Collect financial data and calculate EV/Revenue and EV/EBITDA.

3. Research & Market Intelligence

   Verify company information, financial data, sources, and pricing dates.

4. Financial Analysis & Valuation

   Produce the final trading comps analysis.

From a question to finished work

Research → Data gathering → Analysis → Verification → Output

Brexy can bring the relevant specialist teams into the workflow. The goal is not just an answer. It is sourced, reviewable work that can move into the next step.

A typical investment banking workflow

1. Find the opportunity

   Sourcing & Origination

   Find companies, investors, buyers, or targets that match the mandate.

2. Understand the opportunity

   Research & Market Intelligence

   Research the company, sector, market, competitors, management, and relevant transaction history.

3. Analyse the numbers

   Financial Analysis & Valuation

   Build financial analysis, forecasts, valuation, and comparable-company analysis.

4. Build the transaction view

   M&A

   Analyse the transaction structure, investors, buyers, targets, or financing. (M&A, Fundraising or SPAC)

5. Move the deal forward

   Deal Execution

   Turn 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?

Click any request to copy it.

Frequently asked questions