Pro & Agency Feature

Stop drafting.
Start pitching.

Turn a 40-point diagnostic into a beautifully formatted, Wall Street-grade Confidential Information Memorandum (CIM) in 10 seconds flat.

Auto-CIM Dashboard
Messy Analyst Desk

The Traditional Trap

  • 40 hours of manual formatting per deal.
  • Analysts making copy-paste errors in Excel charts.
  • Slow turnaround kills momentum with the seller.
Premium PDF Output

The AIVI Workflow

  • Generates 30-page Pitch Books instantly.
  • Flawless data mapping, zero human error.
  • Deliver the pitch while competitors are still drafting.

How the Magic Happens

No more templates. No more formatting. Just pure velocity.

API Ingestion UI
PHASE 01 // INGESTION

Dynamic Data Ingestion

The moment your client completes the 40-point strategic diagnostic, the Auto-CIM engine fires. It ingests the raw financial inputs, risk flags, and operational metadata directly into memory.

PHASE 02 // GENERATION

AI-Powered Executive Drafting

Watch the ghost in the machine. Our proprietary LLM expands 40 multiple-choice answers into 3,000+ words of strategic narrative. It auto-builds competitor matrices, SWOT analyses, and investment rationales.

AI Typing Interface
Final Exported PDF
PHASE 03 // EXPORT

Boardroom Ready Export

Export to a hyper-polished, white-labeled PDF with your firm's logo and disclaimer templates already stitched in. Walk into the pitch meeting carrying a document that looks like it took two weeks to write.

Save 40 Hours P/Deal

If your analyst's billable rate is $200/hr, Auto-CIM pays for itself ($8,000 in saved time) on the very first deal you run. Stop burning money on manual labor.