Agent Studio01SignalResearch & MI
Caught before the round
Lumen’s engineering hiring tripled in sixty days. The agents flagged it against your thesis the same morning.
HiringEngineering hiring up 3x
DeveloperSDK downloads up 4x
PeopleEx-Stripe infra lead joins
Agentic AI for Venture CapitalSee the Company
See the Company
Before the Round
Is Announced.
Brexy’s agent teams scan your thesis areas every day, benchmark traction against peers, check each deck claim against a source and prepare the partner meeting. Your partners decide who to back.
Your thesis team is on itAmelia’s team is scanning AI infrastructure right now
ScanningThesis radarAI infrastructure · Seed to A
VectrixQuanta DataLumenFieldstoneOrbit LabsKiteTesselArcadiaNorthbeamHelix
HiringLumen · engineering hiring up 3x in 60 daysFundingVectrix · $12M Series A announcedDeveloperOrbit Labs · open-source project passes 10k starsNewsQuanta Data · enterprise partnership signedPeopleFieldstone · founder previously exited to a strategicHiringLumen · engineering hiring up 3x in 60 daysFundingVectrix · $12M Series A announcedDeveloperOrbit Labs · open-source project passes 10k starsNewsQuanta Data · enterprise partnership signedPeopleFieldstone · founder previously exited to a strategic
LU
LumenAI infrastructure · Seed · San Francisco
Top matchARR$1.8MData room
Growth2.4xBilling data
Net retention128%Calculated
Brief me
Illustrative. Companies and figures are examples.
From Signal to Term Sheet
Follow One Deal Through the Firm
02First callResearch & MI
Walk in with the right questions
A one-page brief on the company, the market and the founders, with twelve questions to ask on the first call.
Q1Why do customers switch from incumbents?
Q2What drives the 128% net retention?
Q3How concentrated is ARR in the top 3?
03DiligenceM&A Desk
Data room, tracked
Every upload read as it lands. The tracker shows what is in, what is missing and what changes the story.
Data room received27 of 31
FlagTop 3 customers are 41% of ARR
04BenchmarkFinancial Analysis
Exceptional, or just average?
Growth, retention and burn set against 140 seed peers, so the partners argue about the company, not the numbers.
05Partner meetingFinancial Analysis
The memo, already drafted
Why now, why this team, traction, market and risks, in your IC template, with every claim traced to a source.
Why now and why this team
Traction · top quartile
Risks · concentration 41%
06DecisionYour partners
You make the call
Nothing goes to IC, the founder or your LPs until a partner approves it. Once you invest, the same team keeps watching.
Lumen · seed term sheet✓ Approved by partner
PortfolioAdded to weekly monitoring
Illustrative. Companies and figures are examples.
Deck vs RealityEvery Claim in the Deck,
Every Claim in the Deck,
Checked Against a Source
Skyler reads the deck the way a sceptical partner would, then sets each number against the data room and public sources before anyone takes the first call.
The infrastructure layer every AI team needs
ARR$2.4M
Growth3x
CompetitorsNone direct
Customers40+ logos
S
SkylerChecking 4 claims
0 of 4ARR is $2.4M $1.8MData room · September accounts
DiffersGrowth is 3x 2.4x year on yearBilling export · trailing 12 months
Differs6 competitors, 2 raised in 90 daysPress releases · funding databases
Differs43 customers confirmedCRM export · October
Confirmed3 questions added to the first-call brief
Illustrative. Companies and figures are examples.
The Partner Meeting, PreparedA Memo Your Partners
A Memo Your Partners
Can Interrogate
Every claim that matters carries the agent who checked it and the evidence behind it. Select any marked claim to see where it came from.
Why now
AI teams are moving inference workloads in-house, and , which confirms the category is forming.
Traction
ARR is , growing , with 128% net retention.
Risks
. We recommend a concentration covenant in the term sheet.
Recommendation
Lead the seed round, subject to the covenant and a reference call with the largest customer.
Illustrative. Companies and figures are examples.
After You InvestFounders Call You First,
Founders Call You First,
Because You Already Know
Agents read every founder update, track runway and watch each company’s market, so the board meeting starts with answers, not surprises.
Fund II portfolio18 companies · updated this morning
Median runway17months
Need attention3this week
Founder updates read16of 18
Raising this quarter2companies
PR
Parcel RoboticsSeries A · logistics
6 mo
Raise neededHH
Helio HealthSeed · health
11 mo
Churn risingTB
Tessel BioSeed · biotech tools
10 mo
Competitor raisedNW
Northwind AISeries A · AI infrastructure
24 mo
ARR +6% vs planLU
LumenSeed · AI infrastructure
19 mo
Top-quartile growthQ3 LP updateDrafting
Built from the same verified figures. Nothing is sent until a partner approves it.!
Parcel Robotics needs a bridgeRunway under 6 months. Board pack drafted with three options.
Illustrative. Companies and figures are examples.
Ready on Day OneThe Teams Behind
The Teams Behind
Your Partnership
Each team has a lead who plans the work and specialists who hand it to each other. Pick a team to see how the work flows.
Institutional-Grade GovernanceFounder Data Stays
Founder Data Stays
Where It Belongs
Agents work inside the controls your firm sets. Your partners keep every decision.
Every claim sourced
Each figure links to the deck slide, data room file or public source, with an as-of date.
Deal-level isolation
Founder information stays inside its deal, never shared across companies, funds or users.
Nothing leaves without you
Founder outreach, IC papers and LP updates wait for a partner to approve them.
SOC 2 Type I · ISO 27001
SOC 2 Type I attested and ISO 27001 compliant. See the Trust Portal.
Venture Capital FAQ
What Venture Investors Ask First
Still deciding?
See Brexy on one of your own thesis areas with this week’s decks.
Talk to our teamYes. Give the team your thesis areas and it watches them for new companies and signals, such as hiring, product launches, developer traction and funding news, then surfaces the ones worth a first call with the reasons.
Agents set each figure in the deck against the data room and public sources, flag where they differ, and show the source and as-of date for every number, so your team knows what to ask the founder.
No. The agents take the first pass on sourcing, research and drafting. Your partners decide who to back, and nothing goes to IC, founders or LPs without approval.
Yes. Agents read founder updates, track runway and key metrics across the portfolio, and draft quarterly LP updates from the same verified figures for your review.
Confidential 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. Give the Research & Market Intelligence team one thesis area and this week’s decks, and review what comes back. Enterprise plans with private deployments are available.
Deploy Your Venture Agent Team
Walk Into Every Partner Meeting With the Homework Done
Give Brexy your thesis areas and this week’s decks. Your agent team finds the signals, benchmarks the traction and checks the claims, and the short list is waiting for your review.
