Investment banking
Spend the night on the perspective, not the plumbing.
Briefed reads the filings, rebuilds the comparables and updates the model, so the deal team works on the story while the numbers stay current.
Why the firm cares.
What your professionals need to get done, and what the institution gains when they can.
Investment banking
Win mandates, prepare advice, execute deals and maintain client relationships.
More revenue-generating capacity, faster deal execution and fewer expensive errors.
Origination, not just faster decks.
Banks earn fees by winning mandates. Briefed connects companies, shareholders, advisers, transactions and buyers, so an opportunity can surface before the pitch is written.
Likely sellers
Companies, shareholders, directors and subsidiaries read together, so a cluster of potential sellers stands out.
Likely buyers
Strategic acquirers mapped to each situation, with the evidence for why each might care.
Your own history
Previous mandates, relationships and sector expertise, kept private to the firm and used when a new opportunity appears.
What takes the night.
The work is not hard. It is repeated, and it lands on the evening before a send.
Comparables rebuilt by hand
Each new filing means revisiting the peer set, the multiples and the footnotes behind them.
Filings read for one number
Analysts read a whole annual report or data room to find a handful of figures and the page each came from.
Versions that drift
The model, the CIM and the pitch each carry the numbers as they stood when someone last copied them.
The peer set, read and reconciled.
Research assembles the comparables from the filings and shows each named adjustment as accepted, proposed or rejected, so the multiple you quote can be defended.
Valuation you can move.
Scenarios and sensitivities with the drivers laid out, and a plain account of what moved the value.
Start from the documents.
Select the filings and add them to a grid, run a refresh workflow or ask Anya, from the same library.
Ask in the deal channel.
Anya takes the request where the team already works and replies with what moved and where each figure came from.
- The associate reviews the changes, not the whole sheet.
- Every figure opens the page it came from.
- Example figures are illustrative.
Works in the tools the deal team already has open.
- Slack
- Teams
- Outlook
- Excel
- Word
Every figure is traced.
Each number opens the filing page it came from, so any output can be defended in seconds.
Changes before they land.
Anya shows what she would change and why, and the model only moves when someone accepts it.
Nothing leaves unsigned.
Drafts wait for approval, and an approval applies to that version only.
The other desks.
Private equity
Data rooms read and deals traced from sourcing to exit.
See private equityPrivate credit
Covenants reconciled and credits watched.
See private creditAsset and wealth management
Coverage maintained and client updates drafted.
See asset and wealth managementCorporate advisory
Engagements found, and what the firm knows kept.
See corporate advisoryBook a discovery call
Bring the comps you rebuild every week.
The first conversation is about one piece of recurring work on your desk and how it would run. There is no deck.
The work
What you want done, who sponsors it, and which first workflows would show it works.
Your systems
The warehouses, document stores, research tools and data services the environment has to connect to.
Control
Where data is stored and processed, who can see what, what agents may do, and what needs approval.
Prefer to write first? intelligence@briefedmedia.com reaches the same people.
Enterprise
Infrastructure for AI-native institutions.
Dedicated environments, Workspace and Research deployments, configurable specialist agents, institutional integrations, and financial intelligence infrastructure.