Diagnose Exit Readiness.
Close More Deals.
Send branded 40-point diagnostics to business owners. Our Vertex AI engine automatically generates Wall Street-grade risk reports to help you win the mandate.
Trusted by boutique advisories and mid-market I-Banks
The 4-Step Advisory Funnel
Stop sending Word documents. Automate risk discovery in minutes.
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 Analyzes
Vertex AI maps 40 distinct responses into 6 critical risk dimensions.
Advisory Review
You receive a 12-page PDF readout to frame your strategic pitch.
Bank-Grade Confidentiality
We understand the sensitivity of pre-exit financial data. All client responses are isolated per tenant, encrypted at rest via Neon PostgreSQL using AES-256, and masked during AI inference routines.
- SOC 2 Type II Architecture
- No persistent tracking cookies
- Advisors retain 100% data ownership
The 10x Elite Deal-Closing Suite
Diagnostics are just the beginning. Our Agency-tier tools enable boutique advisors to out-pitch middle-market investment banks.
Auto-CIM Generator
Stop manually drafting pitch decks. Our engine converts the 40-point strategic diagnostic directly into a perfectly formatted, 30-page Confidential Information Memorandum (CIM) skeleton in seconds.
Strategic Buyer Radar
M&A is about matching synergies. Input target corporate buyers (e.g., "Microsoft") and our LLM will instantly map out strategic acquisition rationales using dynamic radar charts to impress sellers.
VDR Remediation Kanban
Turn diagnostic weaknesses into a proprietary 90-day consulting roadmap. A highly secure Kanban client portal locked under your own sub-domain (Custom Domain Hook) to prepare businesses for the Virtual Data Room.
$1,999 Custom Persona Tuning
Don't settle for generic AI. We hardcode your boutique's exact playbooks and M&A tonality directly into your private Vertex LLM proxy. Your reports sound like your senior partners wrote them.
Resources for advisor rollout
Quick access to operating docs, FAQs, and product education for firms evaluating or deploying AIVI.
Don't just take our word for it.
Top boutique advisors are already using AIVI to secure exclusive sell-side mandates.
This platform is a cheat code. I went into a competitive pitch against a bulge bracket bank. I dropped the 30-page auto-generated CIM on the table, built from my branded URL. The founder signed with us the next day.
Michael R.
Managing Partner, Tech M&A
The $1,999 LLM tuning is worth 10x the price. I uploaded our firm's past 15 pitch books. Now, the AI writes the risk diagnostics using my exact vocabulary and cadence. My analysts save 40 hours a week.
Sarah K.
Director, Healthcare Advisory
The VDR Kanban feature completely changed our post-diagnostic workflow. Instead of just handing them a report, we lock them into a 90-day consulting roadmap straight from the assessment errors.
David T.
Founder, Boutique Transitions