Now in Private Beta

The engagement OS for consulting teams

Shift capacity from tool mechanics to client counsel. AI agents with full project context, seamless collaboration, and accelerated delivery—all in one unified workspace.

Market Sizing
AI

Good morning! I've analyzed the overnight changes. The revenue model was updated with 2024 actuals, and there's a new client email about timeline adjustments.

What's Changed
• EM updated discount rate assumption to 10%
• New email: RE: Timeline Update
Ask anything about this engagement...
70%
faster time-to-insight
Get to the week 1 answer by day 2
3x
more client-facing time
Shift from mechanics to counsel
2 min
morning orientation
vs. 30 minutes of inbox scanning
100%
context retention
Nothing gets lost between sessions
Capabilities

Everything your team needs to focus on what matters

A unified workspace that connects every piece of your engagement — so your team can spend less time on logistics and more time on insight.

Full Project Context

AI agents that understand the complete engagement — every document, email, and conversation thread in one unified context.

Instant Document Intelligence

Query any file with natural language. Get summaries, extract data, and cross-reference across documents in seconds.

Seamless Tool Integration

Works with your existing tools — SharePoint, Outlook, Excel, PowerPoint. No migration required.

Team Collaboration

Share context between team members. Notes, feedback, and direction flow automatically to the right people.

Workstream Organization

Organize work by engagement, workstream, or project. Each with its own context, files, and AI memory.

Accelerated Deliverables

Generate slides, update models, and draft memos — all from natural language commands with full citation.

How It Works

From first day to final deliverable

A workflow designed for how consulting actually works — not how software companies think it should work.

01

Connect Your Workspace

Link your existing tools — SharePoint, Outlook, Teams. Braid OS indexes everything while respecting your permissions and security policies.

Zero migration required
02

Define Your Engagement

Set up workstreams, add team members, and define your study brief. The AI understands your engagement structure from day one.

Full context from the start
03

Work Naturally

Ask questions, request analysis, generate deliverables — all through natural language. Edit manually when you need precision.

Your judgment, amplified
04

Deliver Faster

Get the week 1 answer by day 2. Spend the remaining time on what matters: refining the recommendation and counseling your client.

Insight over mechanics
BA

@Client_Strategy_Deck_2025.pdf What does it say about their expansion plans in Southeast Asia? Does anything conflict with our model assumptions?

AI

The client's deck projects a 2026 launch in Vietnam (page 34), but our model assumes no APAC expansion until 2028 (cell F8, Assumptions tab).

Proposed Edit
Update cell F8 from "2028" to "2026"—this will impact projected revenue by +$12M in the base case.
Comparison

Not another point solution

Traditional tools were designed as separate applications. AI point solutions solve fragments. Braid OS connects everything.

CapabilityTraditional ToolsAI Point SolutionsBraid OS
Full engagement context
Scattered
Partial
Complete
Cross-file intelligence
No
Limited
Yes
Team collaboration
Manual
Separate
Native
Existing tool integration
Baseline
Partial
Full
Natural language editing
No
Yes
Yes
Context persistence
None
Session
Permanent
Engagement methodology
Manual
None
Embedded

The goal is not efficiency—the goal is reclaiming capacity for true client counsel.

Early Feedback

What teams are saying

"We got the week 1 answer by day 2, then spent the rest of the engagement actually refining the recommendation with the client. That's the work we should be doing."

Engagement Manager
Strategy Practice
Week 1 answer by day 2

"The AI doesn't replace my judgment—it gives me the context I need to apply judgment faster. I'm still responsible for whether the answer is right."

Senior Associate
Corporate Finance
Judgment amplified

"I used to spend the first 30 minutes of every day reconstructing what happened overnight. Now it's 2 minutes and I have full context."

Business Analyst
Operations Practice
2-minute morning orientation

Ready to transform how your team delivers?

Join the private beta and be among the first to experience the future of engagement delivery. Limited spots available for early adopters.

No commitment required • See results in your first week