✕The "One-and-Done" Trap
- → Delivering a 40-page PDF report that clients just throw in a drawer.
- → Following up via chaotic, endless email threads.
- → Losing $30K-$50K in post-diagnostic consulting retainers.
✓The Continuous Retainer
- Turn Red Flags into a beautiful interactive task list.
- Bill the client automatically for 90-day remediation guidance.
- Keep everything inside a SOC 2 compliant environment.
Enterprise Infrastructure. Boutique Feel.
Give your sellers a highly structured, stress-free path to M&A readiness.
Granular Client Portals
Not every stakeholder should see the raw ugly truth. AIVI offers dual-view partitioning. Your private "Advisor View" shows internal burn rates and critical risks, while the "Client View" presents a calming, actionable checklist tailored to the seller's legal or HR teams.
Automated Vault Structuring
When a client completes a Kanban task (e.g., "Upload audited financials"), AIVI automatically funnels the documentation into a highly secure, logically structured Virtual Data Room vault. Ready immediately for buy-side due diligence.
Automated Consulting Billing
Turn one-off diagnostic reports into recurring revenue. As your client works through the remediation Kanban, AIVI tracks progress to justify ongoing monthly consulting retainers directly through the portal.