Diagnose Exit Readiness.
Close More Deals.
Send branded 40-point diagnostics to business owners. AIVI helps advisors generate draft reports, review risk signals, and move client conversations forward with more structure.
Built for boutique M&A advisors
The 4-Step Advisory Funnel
Replace scattered intake and manual summarizing with a more structured advisor workflow.
Send Link
Generate a unique, white-labeled tracking link for the business owner.
Client Answers
Owner completes a secure, seamless 8-step exit diagnostic on their phone.
AI Drafts
AI-assisted analysis turns responses into a draft report and supporting workflow outputs.
Advisor Review
Review the draft, refine it, and decide what should be shared externally.
Designed for sensitive advisory workflows
We understand the sensitivity of pre-exit financial data. AIVI is designed around authenticated access, firm-isolated workflows, and advisor review before external delivery.
- Firm-isolated advisor workflows
- Limited local storage for consent preferences
- Advisor-reviewed outputs before external use
The Advanced Advisory Workflow Suite
Diagnostics are just the beginning. These workflow tools help boutique advisors run a more structured and consistent advisory process from assessment through delivery.
Auto-CIM Generator
Stop manually assembling first drafts from scratch. Our engine converts the 40-point strategic diagnostic into a structured CIM draft you can review and refine in your own workflow.
Strategic Buyer Radar
M&A is about matching synergies. Input target corporate buyers and generate structured, AI-assisted reasoning that helps advisors frame strategic fit conversations more clearly.
VDR Remediation Kanban
Turn diagnostic weaknesses into a 90-day remediation roadmap so advisors and clients can collaborate on readiness work after the initial assessment.
$1,999 Custom Persona Tuning
Don't settle for generic AI language. Add your firm's preferred vocabulary, positioning, and review standards so draft outputs better reflect how your team already works.
Resources for advisor rollout
Quick access to operating docs, FAQs, and product education for firms evaluating or deploying AIVI.
What advisors need from the workflow.
These are representative workflow goals the product is designed to support, not customer quotes or promises of specific results.
Advisors need a faster way to move from client intake to a reviewable first draft without building every deliverable manually from scratch.
Workflow goal
Faster first-draft preparation
Advisors want draft outputs to sound closer to their own language and review standards, while still keeping a human in the loop before anything is shared.
Workflow goal
Firm-specific tone and review standards
Advisors often need a clearer post-assessment remediation workflow so the conversation can continue beyond the initial report delivery.
Workflow goal
Ongoing remediation planning