Frequently asked questions
Transparent answers about current product workflows, report generation expectations, and advisor review responsibilities.
Who is AI Valuation Insight specifically built for?
The platform is built for boutique M&A advisors, independent business brokers, and lower-middle-market advisory teams. Advisors manage the workflow, while business owners interact with the client-facing assessment flow.
How does the AI process our data?
We use provider-managed AI infrastructure and internal application workflows to process draft outputs. Advisors should review all generated materials before external use, and the privacy page describes the current data-handling approach.
Does the business owner need to subscribe or create an account?
No. Clients can open the branded assessment flow through a share link and complete the questionnaire without creating a separate account.
What exactly is the Auto-CIM Generator?
The Auto-CIM workflow turns assessment data into a structured first draft that advisors can review, refine, and export. Typical generation time is about 5 minutes, depending on content size and model load.
How does advisor branding work?
Upgraded plans support advisor branding such as logo, brand color, and custom disclaimer text across the client-facing assessment flow. Teams should verify the live client experience before sharing links externally.
What is Persona Tuning?
Persona Tuning lets your team add preferred language, style cues, and review guidance so draft outputs better reflect your firm's communication style. It improves consistency, but generated content still requires human review.
How are billing limits tracked?
Assessment creation does not count against report generation limits. Quota is consumed when premium report or workflow generation actions are run.
What happens if a client requests deletion or export?
The data request workflow supports access, export, deletion, correction, and opt-out requests. Each request should be verified and processed through the documented privacy workflow rather than treated as an automatic legal conclusion.
Need implementation or privacy details?
Review the docs or contact the team if you need additional rollout context.