How the engine runs.
A frictionless workflow designed to impress sellers and arm your analysts with actionable intelligence.
Generate Sandbox Link
Enter the prospective client's company name. Our system dynamically spins up a secure, unique `shareToken` tied specifically to your Advisory agency's sub-domain. No logins or passwords required for the seller.
40-Point Diagnostic
The business owner navigates a beautifully designed, mobile-optimized 8-step wizard. We subtly test everything from their financial GAAP controls to their customer concentration risks without overwhelming them.
- Revenue & Margin Trending
- Intellectual Property Defensibility
- Key Man Risk & Retention
LLM Telemetry Engine
Immediately upon submission, the raw data is piped into our custom LLM instance. It maps the 40 raw inputs against private equity risk schemas, identifying fatal flaws and hidden enterprise value multipliers.
Executive Export
You receive an alert. Sitting in your Advisor vault is a perfectly structured, Wall Street-grade Executive Summary in PDF layout, carrying your agency logo. It gives you the exact script to pitch the seller on why they need your advisory services.
See Auto-CIM feature