AI FOR INVESTMENT BANKING

Streamline Research,
Due Diligence & Deal Execution

Brexy helps investment banking teams accelerate the work behind every deal from company research and M&A due diligence to valuation, deal origination, pitchbook preparation, and buyer intelligence. Turn complex financial information into actionable insights and deal-ready outputs, faster.

10x
Faster deal analysis
500+
Documents processed per deal
90%
Reduction in manual research
Why Brexy

Built for Investment Banking Workflows

01
Source to deck in minutes
Bring company research, financial data, and transaction documents together to accelerate analysis and create deal-ready materials. Spend less time on manual work and more time on the analysis that moves deals forward.
02
Every answer, fully cited
Every output is grounded in your source documents with traceable citations. No hallucinations, no guesswork institutional grade accuracy your clients and regulators can rely on.
03
More capacity, same team
Give your analysts and associates the power to cover 3x more deals, go deeper on each one, and respond to buyers faster without growing your headcount or burning out your team.
The Platform

How Does Brexy Bring AI Into Every Stage of the Deal?

One platform for the work behind every deal. Brexy connects with the tools, data, and documents your firm already relies on, bringing purpose built AI into the workflows your financial team uses every day. Research companies, evaluate opportunities, analyze documents, support due diligence, and move transactions forward all without switching between disconnected tools.

No generic AI. No disruption to your existing stack. Brexy works alongside the systems and processes your team already knows, automating time consuming information work while keeping your people in control. Turn complex financial information into source-grounded insights your team can review, validate, and put to work.

Talk to our AI Expert
Skill-native architecture
Every workflow runs on purpose built AI skills, not generic prompts. Agents are designed for deal-specific tasks and get smarter with every deal your firm runs.
Institutional data layer
Securely connects to your CRM, VDR, research databases, and deal files. One unified intelligence layer across every source your firm relies on.
Audit-ready by default
Every agent output is sourced, cited, and logged with an immutable audit trail. Compliance ready from day one no additional configuration required.
LLM agnostic and always improving
Never locked into a single model. Brexy evolves with the AI market so the platform you deploy today is always running the best available intelligence.
Use Cases

How Can AI Transform Investment Banking Workflows?

Investment Memo Generation
Turn company research, filings, earnings transcripts, transaction data, and other sources into structured investment memos. Accelerate analysis and create decision-ready materials without starting from scratch.
M&A Due Diligence
Analyze CIMs, VDR documents, contracts, financial statements, and other transaction materials faster. Surface key information, identify potential risks, and get answers across complex deal documents.
Valuation & Comparable Company Analysis
Accelerate precedent transaction and comparable company analysis by bringing relevant company, financial, and transaction information together. Identify comparable businesses and support valuation analysis with the underlying data.
Pitchbook & Deal Material Automation
Speed up the preparation of pitchbooks, presentations, and supporting commentary using relevant company, market, and transaction information. Spend less time gathering information and more time refining the story.
Deal Origination & Target Screening
Identify potential acquisition targets and new opportunities using investment criteria, company information, market signals, and transaction data. Screen and prioritize opportunities faster so teams can focus on the strongest prospects.
Buyer & Investor Intelligence
Identify and prioritize potential buyers and investors using transaction history, sector expertise, portfolio relationships, and other relevant signals. Build stronger buyer and investor lists with less manual research.

Running cross-border mandates from Singapore? AI for Investment Banking in Singapore

Get Started

How Can Brexy Help Your Team
Move Deals Forward Faster?

Automate financial research, deal sourcing, due diligence, investment memo preparation, and deal execution so your team can spend less time on manual work and more time moving deals forward.