✦ Broadie — AI Assistant
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Ask Broadie
Broadgate Group AI · Powered by Claude
Connected · All systems ready
Connected to:
SharePoint
Outlook
Capital IQ
Mergermarket
RocketReach
Perplexity Research
Odoo CRM
Deal Templates
Company Docs
Try asking:
🤖 AI Tools
Microsoft 365 Copilot
AI assistant integrated across Word, Excel, PowerPoint, Outlook and Teams.
M365 · SSO
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Microsoft Copilot
Web-based AI assistant for research, drafting, and general productivity tasks.
Web · Microsoft
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Claude by Anthropic
Advanced AI for complex analysis, long-form writing, coding, and research tasks.
Anthropic · claude.ai
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📢 Announcements & Communications
4 new
All announcements →
🏆 New Mandate
Broadgate appointed as exclusive sell-side adviser — Technology sector
Full process is now underway. CIM is in preparation and buyer outreach is scheduled for Q2 2026. All team members are reminded to adhere strictly to confidentiality protocols. Process letter to be distributed by end of this week.
Read full announcement →
HR Update
Q2 2026 performance review cycle opens 15 April
All employees should prepare self-assessments by 30 April. Managers will receive separate briefing notes from HR.
IT Notice
Scheduled maintenance — Sunday 12 April, 11pm–2am CET
Microsoft 365, SharePoint and Teams may be intermittently unavailable. Plan accordingly for any critical deadlines.
BYVP
BYVP Fund II first close completed — CHF 42M committed
We are pleased to announce a successful first close. The active deployment pipeline is under review. Congratulations to the BYVP team.
Business Lines
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Business Line · Advisory
Investment Banking
IB Dashboard — live mandates, pipeline, buyer outreach and deal documents across the M&A practice.
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Business Line · Wealth
Asset Management
Portfolio dashboards, client books, mandates and performance reporting for the Wealth team.
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Business Line · BYVP
Venture Capital
BYVP deal flow, portfolio tracker, IC memos and LP reporting for the Venture Partners practice.
Research & Databases
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Financial Data
S&P Capital IQ
Company financials, trading comps, precedent transactions and credit analytics.
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M&A Intelligence
Mergermarket
Deal pipeline intelligence, PE-owned companies, fund profiles and rumoured transactions.
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Contact Intelligence
RocketReach
Verified professional emails, direct phones and LinkedIn profiles for outreach.
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KYC / Compliance
Worldcheck
Sanctions screening and adverse media checks — Refinitiv World-Check One.
CRM & Operations
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Deal Pipeline · CRM
Broadgate – Active Leads
Manage deal flow, contacts, mandates and client relationships across the group.
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HR · Finance
Broadgate – My Expenses
Submit expense claims, upload receipts and track reimbursement status.
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HR · Leave
Broadgate – Dashboard (Time Off)
Request leave, check remaining balance and view the team calendar.
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Operations · Travel
Travel & Hotels
Submit a new travel request — flights, hotels and approvals routed to the Ops team.
Documents & Templates
SharePoint Library
Deal Templates
CIM, teaser, NDA, engagement letter and process letter templates.
SharePoint Library
Financial Models
LBO, DCF, merger model, comps and football field templates.
Policies & Procedures
Compliance Manuals
AML, KYC, GDPR, FINMA policies and internal procedures.
HR · Resources
Onboarding Hub
IT setup guides, HR forms, org charts and company materials for new joiners.
📋 Policy Library
👥 Employee Directory
All Entities — Cross-Group Directory
Full directory →
🔍
RJ
Rami El Jisr
Managing Partner
Broadgate Advisers SAMJ
Maya Jisr
Partner, Head of Wealth & Asset Management
Broadgate Advisers SAHA
Habib Aoun
Partner
Broadgate Advisers SALBR
Bernard Renaud
Director
Broadgate Advisers SAAY
Abdallah Yafi
General Partner
BY Venture PartnersGY
Ghaith Yafi
General Partner
BY Venture Partners