Invest in your
leverage.
Only pay for the computational power when you generate a heavily engineered pitch book. Target assessments and onboardings are always free to deploy.
Starter
Perfect for solo dealmakers building pipeline predictability.
Professional
For active M&A firms actively pitching mid-market sellers.
Agency
Volume pricing for large IB teams and brokers.
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 (30-Page Export) | — | ||
| VDR Remediation Kanban (Client Portal) | — | — | |
| Brand & Logic White-labeling | |||
| Logo & Brand Color Override | |||
| Custom Subdomain Hook | — | — | |
| 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?
Absolutely not. AIVI is entirely white-labeled. Clients only see your brand, your logo, and your color scheme. The entire diagnostic process exists purely to elevate your firm's perceived value.
What is the Custom LLM Persona Injection?
For $1,999 (or included in our Annual Agency Plan), our AI engineering team will inject your firm's proprietary M&A playbooks, tonality, and exact industry standards into your private instance of the AI model. Every report generated will sound exactly like your senior partners.
What are the limits on links sent?
Zero. You can generate and send out unlimited assessment links to capture leads on your own website. You only consume quota when you instruct the AI to generate a heavily-engineered 30-page diagnostic PDF.
Is the target business data secure?
Yes. All financial data is encrypted at rest using AES-256. Generative outputs are sandboxed, and we never use your clients' proprietary financial data to train generalized models. We are built for strict due diligence standards.