AIVI

AIVI (AI Valuation Insight) is an AI valuation tool built for boutique M&A advisors, brokers, and consultants who need to move clients through exit readiness quickly without manual documentation. It automates two of the most time-consuming parts of the process: structured readiness assessments and draft valuation reports. Advisors can run a branded, white-labeled assessment, generate an AI-drafted valuation, and export a client-ready report in under 10 minutes. The platform also handles client onboarding workflows, so new engagements begin with a consistent, professional process instead of a blank page. Beyond valuations, AIVI supports exit readiness diagnostics, automated CIM drafts, synergy radar reports, and secure remediation workflows that help advisors identify and close gaps before a deal. It is positioned to support, not replace, an experienced advisor's judgment by removing the repetitive grunt work that delays deals and erodes margin on smaller engagements, making it most valuable for firms handling a steady volume of lower-mid-market clients.

Boutique M&A advisors and brokers use it to automate exit readiness assessments, valuation drafts, and CIMs into client-ready reports.