
✗The Generic AI Trap
- ✗Overly generic phrases that do not match your firm's style.
- ✗ Repeating the same prompt adjustments every time the team drafts a document.
- ✗Draft outputs that do not reflect your firm's usual vocabulary or positioning.

A Guided Drafting Workflow
- Helps draft outputs better align with your firm's preferred tone.
- Adds firm-specific guidance to the drafting workflow.
- Improves consistency, while still requiring human review.
A More Controlled Drafting Workflow
A more controlled way to shape draft tone without pretending the output can skip human review.

Add your preferred language
Add representative guidance from your firm's preferred deal language, positioning patterns, and review notes so future drafts start closer to your house style.
Reduce variability
AIVI applies structured prompt controls and firm context to improve consistency across drafts. This guidance helps reduce variability, but outputs can still contain errors and require advisor review.


Start closer to your house style
Draft rationale starts closer to your preferred communication style, making it easier for the team to edit, refine, and approve final deliverables.
Interactive M&A Deal Valuation Tools
Quantify Enterprise Values, verify due diligence books, and estimate strategic synergy premiums in real-time.
EBITDA Calculator
Model Enterprise Value and EBITDA multiples based on cash-flow parameters.
Consistency Auditor
Reconcile VDR files and CIM statements to check QofE due diligence clawbacks.
Readiness Scorecard
Verify exit-readiness parameters, customer concentrations, and legal roadblocks.
Synergy Estimator
Estimate annual cost reductions and customer cross-sell synergy values.
Premium M&A Feature Workflows
Leverage branded diagnostic assessments, AI drafting tools, and shared client collaboration channels.

Auto-CIM Generator
Turn exit diagnostics into structured Confidential Information Memorandums automatically.

Synergy Radar
Mapstrategic buyer synergies and justify exit premium values across 6 dimensions.

VDR Kanban
Convert diagnostic risk findings into white-labeled seller remediation workflows.

Persona Tuning(Current)
Guide draft output tone with your boutique firm's custom brand vocabulary rules.
Latest M&A Deal Insights & Publications
Read advanced articles written by tech corporate advisors covering escrow, EBITDA multiples, and transaction logs.
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