M&A Advisory Software -
Transparent Pricing.
Pay based on the report capacity and collaboration workflows your team actually needs. Assessments and onboarding can start before premium generation is used.
Starter
Perfect for solo advisors running structured client assessments.
Professional
For active advisory firms running multiple client engagements.
Agency
For boutique advisory teams managing multiple advisors and clients.
Compare Plan Features
| Feature Overview | Starter | Professional | Agency |
|---|---|---|---|
| Core Assessment | |||
| Link Generations (Send to clients) | Unlimited | Unlimited | Unlimited |
| AI Premium Diagnostic Reports | 2 / month | 10 / month | 50 / month |
| Elite Deal-Closing Tools | |||
| Synergy Radar (Strategic Mapping) | - | ||
| Auto-CIM Generator (Draft CIM) | - | ||
| VDR Remediation Kanban (Client Portal) | - | ||
| Brand & Logic White-labeling | |||
| Logo & Brand Color Override | |||
| Custom Domain (Coming Soon) | - | ||
| Custom LLM Persona InjectionTrain the AI precisely to your firm's standards | Not Available | $1,999 Add-on | Free Included |
Frequently Asked Questions
Can clients see the pricing?
Client-facing assessments support advisor branding such as logo, brand color, and disclaimer text. Review your client-facing flow before sharing it externally.
What is the Custom LLM Persona Injection?
Persona settings let advisors add preferred vocabulary, tone guidance, and review context so draft outputs are more aligned with how the firm already communicates.
What are the limits on links sent?
Assessment creation is not counted against report generation limits. Quota is consumed when premium report or workflow generation actions are run.
Is the target business data secure?
AIVI is designed with authenticated access controls, tenant-aware workflows, and advisor review before external delivery. See the privacy page for the current data-handling description.