Overview / Description
AIVI - M&A Exit Readiness is an AI M&A advisory tool that automates exit readiness diagnostics, CIM drafting, and remediation workflows for boutique M&A advisors. Developed by AI Valuation Insight, the platform gives independent advisory firms a structured, white-labeled workflow to replace manual intake and report assembly.
Advisors generate a unique tracking link and send it to business owners, who complete a secure 40-point, 8-step exit diagnostic in about five minutes on any device. AIVI's AI engine then converts those responses into a structured draft report — including a Confidential Information Memorandum (CIM) draft — which the advisor reviews and refines before anything is shared externally. This advisor-in-the-loop design keeps sensitive pre-exit financial data from leaving the firm prematurely.
Beyond the initial diagnostic, the platform includes three advanced workflow modules. The Auto-CIM Generator turns the 40-point assessment into a structured CIM draft, eliminating the manual assembly of first drafts from scratch. The Strategic Buyer Radar (called Synergy Radar) accepts target corporate buyer inputs and generates AI-assisted reasoning to frame strategic fit conversations. The VDR Remediation Kanban converts diagnostic weaknesses into a 90-day remediation roadmap, allowing advisors and clients to collaborate on readiness tasks after the initial report.
Firms on the Professional and Agency plans can also apply Custom LLM Persona Injection to align draft language with the firm's preferred vocabulary and review standards. The platform supports full white-labeling with logo, brand colors, and custom legal disclaimers, and keeps client data isolated per firm.
Pricing starts at $79/month (billed annually) for the Starter plan, with the Professional plan at $239/month and Agency at $799/month.
Best for: boutique M&A advisory firms and independent sell-side advisors who need structured, branded exit diagnostics and faster first-draft CIM preparation.
Used For
M&A exit readiness diagnostics, CIM draft generation, strategic buyer synergy analysis, VDR remediation planning, white-labeled client assessments, boutique advisory workflow automation
Pricing
Starter
$79/month (billed annually) — 2 AI reports/month, unlimited assessment links, basic white-labeling
Professional
$239/month (billed annually) — 10 AI reports/month, Auto-CIM Generator, Synergy Radar, VDR Remediation Kanban, persona tuning
Agency
$799/month (billed annually) — 50 AI reports/month, 3 sub-advisor seats, custom legal disclaimers, custom LLM persona injection included
Plan
Custom LLM Persona Injection add-on: $1,999 (included free on annual Agency plan)
Pros & Cons
Pros
- Generates a structured CIM draft from a 40-point client diagnostic, eliminating manual first-draft assembly from scratch
- White-labeled tracking links and branded client-facing assessments with logo, brand color, and custom legal disclaimers
- VDR Remediation Kanban converts diagnostic weaknesses into a 90-day action roadmap for ongoing client collaboration
- Strategic Buyer Radar produces AI-assisted synergy reasoning for named target corporate buyers
- Firm-isolated, advisor-reviewed workflow ensures no pre-exit data is shared externally without approval
Cons
- Auto-CIM Generator, Synergy Radar, and VDR Kanban are locked behind Professional ($239/mo) and Agency ($799/mo) plans — the Starter plan is limited to 2 AI reports per month
- Custom LLM Persona Injection costs $1,999 as an add-on on Professional; only included free on the annual Agency plan
- Custom domain support is listed as 'Coming Soon', limiting full white-label deployment
- Platform is narrowly focused on sell-side boutique advisors — not suited for buy-side, PE portfolio monitoring, or large investment banks
Questions & Answers
Alternatives
DealRoom, Midaxo, Ansarada, Datasite, Intralinks, iDeals