Brae.
The AI Workspace
for Financial Services
The AI Workspace
for Financial Services
The AI Workspace
for Financial Services
Purpose-built for Investment Banking, Private Equity, Venture Capital, and more.
Purpose-built for Investment Banking, Private
Equity, Venture Capital, and more.
Built and supported by former investment bankers and tech experts at
Built and supported by former investment bankers and tech experts at
Scale your transaction execution instantly, tailored to your firm's way
Scale your transaction execution instantly, tailored to your firm's way
Scale your transaction execution instantly, tailored to your firm's way
Streamline multi-step workflows to generate outcome-ready deliverables without compromising quality in minutes, not days
Streamline multi-step workflows to generate outcome-ready deliverables without compromising quality in minutes, not days
Streamline multi-step workflows to generate outcome-ready deliverables without compromising quality in minutes, not days
All files,
one platform
All files,
one platform
All files,
one platform
Never gather information manually again. Search across shared drives, emails, CRMs, and data providers — all from one platform
Never gather information manually again. Search across shared drives, emails, CRMs, and data providers — all from one platform
Tailored workflows, adapted by your way
Tailored workflows, adapted by your way
Tailored workflows, adapted by your way
Automate complex workflows with customized and ready-made templates — designed to collaborate with professionals for precise, purpose-built outcomes
Automate complex workflows with customized and ready-made templates — designed to collaborate with professionals for precise, purpose-built outcomes
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Extract insights,
at scale
Extract insights,
at scale
Extract insights,
at scale
Uncover insights and benchmark key metrics for specific use cases at scale, across your first-party data, data provider, and public information
Uncover insights and benchmark key metrics for specific use cases at scale, across your first-party data, data provider, and public information
AI-driven materials,
analysts stay in the loop
AI-driven materials,
analysts stay in the loop
AI-driven materials,
analysts stay in the loop
Complete with storyline, layout suggestions, then PowerPoint decks with Excel backups - every step is involved to ensure accuracy, all styled to your firm's standards
Supporting company profiles, strip profiles, teaser, CIM, and more
Complete with storyline, layout suggestions, then PowerPoint decks with Excel backups - every step is involved to ensure accuracy, all styled to your firm's standards
Supporting company profiles, strip profiles, teaser, CIM, and more
Brae develops an AI-native platform to supercharge transaction workflows in the firm's own way and style - powered by advanced retrieval algorithm, industry-specific use cases and seamless integration
Brae develops an AI-native platform to supercharge transaction workflows in the firm's own way and style - powered by advanced retrieval algorithm, industry-specific use cases and seamless integration
Brae develops an AI-native platform to supercharge transaction workflows in the firm's own way and style - powered by advanced retrieval algorithm, industry-specific use cases and seamless integration
Like having the one-of-a-kind analyst alongside
Like having the one-of-a-kind analyst alongside
Enterprise-grade security
Enterprise-grade security
Your data stays protected in your own virtual private cloud, powered by AWS and Google Cloud
Your data stays protected in your own virtual private cloud, powered by AWS and Google Cloud
Your data stays protected in your own virtual private cloud, powered by AWS and Google Cloud
Custom use case
Custom Firm Solutions
Fully customize templates, layouts, and storylines to match your firm's unique style
Fully customize templates, layouts, and storylines to match your firm's unique style
Universal citation support
Universal citation support
Understand any document type and cite sources accurately at every line
Understand any document type and cite sources accurately at every line
Understand any document type and cite sources accurately at every line
Trusted by tech-forward bankers
Trusted by tech-forward bankers
Elite Boutique Investment Bank
Analyst
This is by far the best demo I've ever seen for investment banking, comparing to many well-known names in the industry
Boutique Investment Bank
Analyst
Brae streamlines slide-making from shaping the storyline, suggesting layout to generating polished decks with consistent icons, formatting and Excel backups. You can give feedback and instantly refine the output at every step, like having an AI co-pilot by your side
Brae streamlines slide-making from shaping the storyline, suggesting layout to generating polished decks with consistent icons, formatting and Excel backups. You can give feedback and instantly refine the output at every step, like having an AI co-pilot by your side.
Boutique M&A Advisory
Partner
Brae takes the pain out of building target and buyer lists. Instead of hand-picking from different data sources, you simply input the attributes, prioritize your sources, and get an instant first draft - ready to export to Excel and refine
Brae takes the pain out of building target and buyer lists. Instead of hand-picking from different data sources, you simply input the attributes, prioritize your sources, and get an instant first draft - ready to export to Excel and refine.
Bring Enterprise-ready AI to your firm
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© Brae Inc. 2025