AI context layer for
investment banking

Bankers don't lose time making decks.

They lose it figuring out what to make.

Brief answers the questions before they reach you. It reconstructs the relevant precedents, client history, comps, and your prior judgment from the firm’s own work, so the team starts with the right context.

SEE HOW IT WORKS

From a vague morning email to a cited resolution

Senior Banker Email
RE: Acme — comps for Thursday
David K. (MD) → Deal Team
Analyze
Brief Resolution
Awaiting analysis…

From a dozen questions to a single answer

Deal team · inbound42 asks this week
Put together the take-private deck for the client.
Which precedent should I use?
Which comps?
What did we show this client last time?
Is there any situational context I should know?
How do you want this presented?
Brief is resolving
Brief already knew how David would want this.
David would like to frame it around the take-private angle. His usual take-private decks lead with market overview pages and comparable companies analysis.
Market overviewOff-the-shelf pages last circulated by James 4 days ago
PrecedentAtlas Strategic Review deck, Aug 2025 — presented to the CFO
CompsBrenntag, IMCD, Azelis, DKSH, Univar
FormatClient-customized color palette, not the bank-wide template
Client historyDavid has led this client for 2 years, incl. a bond issuance. They're keen to go private — waiting for the right window.
Why Brief

The context layer that unlocks the analysts.

01

Grounded in your corpus

Brief indexes your shared drive, email and models so every answer comes from work your firm has already done. No open-web guessing.

Pitch decks & memos
Models & spreadsheets
Meeting notes
Emails & threads
Pitch decks & memos
Models & spreadsheets
Meeting notes
Emails & threads
02

Answer the questions before analysts ask them

Brief resolves the recurring questions analysts ask before work begins

Which comps?
Brenntag · IMCD · Azelis · DKSH · Univar
What discount rate?
WACC: 9.5%
Which model?
Acme DCF Model · WACC tab
Where was it used?
Acme Board Deck v7 · p.14
03

Cite every source

Every line traces to a specific deck, model, and page so bankers can verify, not just trust.

"Prior Acme materials used Brenntag, IMCD, Azelis, DKSH, and Univar as the core trading comps."

DeckModelEmail
Evidence trail
Acme Fairness Presentation
p.16 · Trading Peer SetBNR · IMCD · AZE · DKSH · UNVR
Deck
2026.04 Spec Chemicals Backup_v4.xlsx
Public Comps · rows 14–28EV/EBITDA: 11.0x–20.2x
Model
David thread · Aug 9
Email“Use the European distributors as the core peer set for this client going forward”
Email
Security

Built around how banks handle sensitive data.

No training on your data

Your documents are never used to train or fine-tune any model.

Single-tenant by design

A dedicated deployment in your own cloud. Never pooled with another institution.

Scoped to the deal

Architected to keep each query within a single deal, not the firm.

Encrypted everywhere

In transit (TLS) and at rest (AES-256), across storage and networks.

Least-privilege access

Role-based permissions, designed for SAML/SSO with your identity provider.

Every answer is traceable

Every line traces to the exact document, model, and page it came from.

GET STARTED

See Brief run on your own deals.

We'll walk your deal team through a live resolution on a real senior banker email.