Built by M&A veterans,
for modern advisors.
AIVI was founded by former deal professionals who were tired of spending too much time on manual drafting, repetitive reporting work, and scattered readiness follow-up. We built the workflow we wished we had.
Our Mission
"Help boutique advisors run a more credible, more structured client workflow from assessment through draft reporting and follow-up."
Consistency First
We use structured prompts and workflow controls to improve consistency, while keeping advisor review central before anything is shared externally.
Advisor-Led Delivery
Your firm leads the client relationship. We support branded assessments and advisor workflows so the experience can reflect your own delivery process.
Sensitive Workflow Design
We design around authenticated access, tenant-aware workflows, and clearer review boundaries for sensitive client materials.