Command the whole deal
Read a 500-file dataroom before coffee, cross-examine every clause at once and walk into committee with the receipts.
An unfair amount of firepower
Upload a filing once and it is already read, indexed and ready to defend itself across every grid, memo and pack.
Grids
Run hundreds of questions across an entire dataroom at once, with every cell pinned to the clause that proves it.
Explore Grids
Documents
Photographic memory for the firm, indexing every filing, upload and draft to the line alongside a quiet list of the files nobody has bothered to open yet.
Explore Documents
Workflows
Put recurring packs and diligence runs on autopilot, with the good sense to pause when a number needs a human call.
Explore Workflows
Inbox and search
No noise and no polite updates, just the exceptions that actually require your judgement and the button that settles them.
Meet the analyst who never sleeps, never bluffs and already sits in every room. Meet Anya
A flawless paper trail
Show me the clauseEvery figure and legal call opens straight onto the highlighted line in the original filing so you can defend any output in two seconds flat.
Allergic to guessworkIf a closing price is stale or a source won’t load, the run stops dead and tells you why without polite hallucinations or quietly rounded numbers.
Know what a new draft breaksWhen counsel drops version seven at midnight, see every grid cell, model and memo that cited version six before anyone hits send.
Built for every industry
Investment banking
Polish your perspective rather than your slides, turning raw filings and datarooms into IC-ready memos and valuation work while it is still light outside.
Private equity and credit
Rifle through hundreds of side letters and credit agreements at once to surface the off-market traps buried on page 84.
Asset and wealth management
Keep a living thesis on every name in the book, stress-tested automatically the moment a 7am release hits the wire.
Corporate advisory
Institutional memory that never resigns, capturing the research, rationale and precedent behind every mandate so your best thinking stays in the building.
Integrations
Lives where you do
In Excel, PowerPoint, Outlook, Slack or your firm’s own stack with no new habits required.
Microsoft 365
Pull live cited figures straight into Excel models, Word memos and PowerPoint decks without leaving the file.
Teams & Slack
Tag Anya in the deal channel to settle a question on a filing, circulate morning notes or sign off a held workflow in thread.
WhatsApp & Mobile
Your desk in the back of a cab to check portfolio exposure, interrogate a new transcript or read the morning brief between meetings.
Data Warehouses & APIs
Live connections to Snowflake, Databricks, SharePoint and market feeds governed by your existing permissions.
Connections
Works with the systems you already use
Governance & Privacy
Maximum security as the minimum requirement
The fastest way through your CISO’s questionnaire with institution-grade isolation, privacy and control built into the foundation.
Siloed to the bone
Your workspace runs in a dedicated single-tenant VPC or private cloud, 100% isolated from Briefed and every other institution.
Never trained on your data
Your firm’s documents, models and conversations stay yours and never touch a shared training run.
Customer-managed keys
Hold the cryptographic keys yourself via AWS KMS or Azure Key Vault and pull the plug whenever your policy says so.
An audit trail compliance will love
Every prompt, retrieval, extracted figure and human approval is logged end to end with timestamps and version hashes.
Book a discovery call
Come to no compromise
Bring us the gnarliest workflow on your desk and our forward engineers will configure Workspace around your data, templates and rules.
Tailored to your desk
Bring the gnarliest diligence workflow or recurring pack on your desk and watch how it runs.
In dialogue with your data
Connecting your datarooms, warehouses, SharePoint libraries and licensed market feeds.
As per your protocols
Single-tenant deployment, customer-managed keys, access boundaries and human approval gates.
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Enterprise
Infrastructure for AI-native institutions.
Dedicated environments, Workspace and Research deployments, configurable specialist agents, institutional integrations, and financial intelligence infrastructure.