Frequently asked questions
The short version of how the product works, who it is for, and what advisors should expect from the workflow.
Who is AI Valuation Insight built for?
The product is built for advisors, brokers, and M&A intermediaries. Their clients use the assessment link, but the advisor is the primary operating user.
Does the business owner need an account?
No. The business owner completes the 40-question diagnostic through a secure share link. The advisor manages the workflow inside the dashboard.
When can an advisor generate a report?
After the assessment is fully submitted and scored. The advisor can then generate the report, review versions, and move into CIM, VDR, and Synergy workflows depending on plan access.
What happens if billing fails?
The billing area reflects Stripe subscription state and provides recovery actions through the billing portal. Feature access is tied to the active subscription state.
How are privacy requests handled?
AI Valuation Insight supports data request intake, admin handling, export, opt-out, and deletion flows with audit logging and notification support.