Agentic AI for Private Equity

Every CIM Read.
Every Number Checked.
Before Monday.

Drop a CIM into Brexy and a coordinated agent team screens it against your fund’s criteria, checks every figure back to the page and flags what your IC will ask. Your partners make the call.

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  • SOC 2 Type I attested
  • ISO 27001 compliant
  • First month free

Illustrative product walkthrough. Names, companies and figures are examples.

From CIM to IC

One Deal, Four Moves,
One Agent Team

Follow Project Juniper from the inbox to the investment committee. The same team carries the context the whole way, so nothing is rebuilt between stages.

01

Screen every CIM

Maya tests each memorandum against your fund’s criteria and gives a reason for every pass and fail. Nine of this week’s 42 clear the bar.

M&A Desk
02

Check every number

Liam traces each figure back to the page it came from, dates it, and labels every adjustment, so add-backs never hide inside EBITDA.

Financial Analysis & Valuation
03

Run diligence as a workstream

Hector keeps one tracker for the data room: what’s in, what’s missing, and which uploads change the story.

M&A Desk
04

Walk into IC prepared

Skyler’s team drafts the memo in your template with the returns case and the risks stated plainly. Nothing goes to IC until you approve it.

Financial Analysis & Valuation
Across the Fund

Built for the Way
a Fund Actually Works

Sourcing, diligence, IC and the hold period, handled by agent teams that work in parallel and report back to your people.

See more of the marketAgents take the first pass at every stage of the funnel.
1,200
Opportunities in
300
Worth a closer look
60
First meetings
12
Investment committee
3
Closed
Illustrative mid-market buyout funnel
Ask in plain languageGet work back, not chat.
@BREXY
Sourced to the pageEvery figure links to where it came from.
Adj. EBITDA$24.1MCIM p.27
Your portfolio, every weekVariances against plan, before the quarterly pack.
Northwind Software+6%
Halcyon Foods−9%
Oakmere Logistics−3%
Work that continues overnightEach morning starts with finished first drafts.
Mon42 CIMs screened
TueCEO meeting pack
WedData room summarised
ThuIC memo, draft 1
FriPortfolio brief
Ready on Day One

The Teams Behind
Your Deal Team

Start with ready-made teams, then shape them around your criteria, your IC template and the way your fund works.

M&A DeskMia, lead · Maya, Liam, Hector

CIM screening, target profiles, diligence trackers and red flags.

Financial Analysis & ValuationSkyler, lead · Livia, Luna, Shiloh, Zoe

Operating models, entry valuations, returns cases and figure checks.

Research & Market IntelligenceAmelia, lead · Caleb, Nora, Skyler

Market maps, competitor sets, and signals on targets and portfolio companies.

Your own agentsBuilt in minutes

A portfolio monitor, an LP update writer or an agent that follows your IC template.

Institutional-Grade Governance

Your Fund’s Data
Stays Your Fund’s

Agents work inside the controls your firm sets. Your partners keep every decision.

Sourced to the PageEvery figure links back to the CIM page, filing or data point it came from, with an as-of date.
Deal-Level IsolationMaterial non-public information stays inside its deal and is never shared across transactions, desks or users.
Nothing Leaves Without YouOutreach, IC papers and LP drafts wait for a person to approve them.
SOC 2 Type I and ISO 27001Brexy is SOC 2 Type I attested and ISO 27001 compliant. Details are in the Trust Portal.
Private Equity FAQ

What Investment Teams Ask First

Yes. Give the team your criteria, such as sector, size, margins and concentration limits. It screens each CIM or teaser, explains every pass and fail with page references, and profiles the ones that clear the bar.

No. The agents take the first pass on screening, analysis and drafting. Your partners and investment committee make every decision, and nothing goes to IC or outside the firm without approval.

Every figure links back to its source, such as the CIM page or a filing, with an as-of date. Add-backs and assumptions are labelled separately, so a number can be checked in seconds.

Yes. Add a portfolio monitor to your team. It collects monthly figures, normalises them, flags variances against plan, and drafts a weekly brief or quarterly LP update for your review.

Material non-public information stays inside its deal and is never used to train third-party models. Brexy is SOC 2 Type I attested and ISO 27001 compliant.

Start with the free one-month trial at studio.brexy.ai. Drop this week’s CIMs into a channel with the M&A Desk and review the short list. Enterprise plans with private deployments are available.

Deploy Your Private Equity Agent Team

Walk Into Monday With Every CIM Already Read

Drop this week’s CIMs into a Brexy channel with your fund’s criteria. Your agent team screens, checks and profiles them, and the short list is waiting for your review.

Get started for free Get in Touch with Enterprise Team