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Auto-CIM Generator

Generate first-draft CIM exports in a few minutes.

Synergy Radar

Map acquisition synergies with structured AI-assisted analysis.

VDR Kanban

Turn diagnostic findings into a shared remediation workflow.

Persona Tuning

Guide report tone with your firm's preferred language and context.

Agency Plan

Compare plans for advisor branding, report workflows, and premium collaboration tools.

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EBITDA Multiple CalculatorEstimate your valuation range instantly.CIM & VDR Consistency AuditorAudit files for buy-side due diligence gaps.Exit Readiness ScorecardScore your transaction readiness.Synergy & Premium EstimatorAnalyze acquisition synergies & offer caps.
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Resource Hub

The advisor resource layer for AIVI

Everything here is built to help advisors launch faster, explain the product more clearly, and keep client-facing delivery tight.

Docs

Implementation and operating guidance for advisors using AIVI in real client workflows.

FAQ

Straight answers about assessments, reports, billing, privacy, and advisor workflows.

Blog

Ongoing content about AI-enabled advisory delivery, M&A readiness, and platform updates.

Compliance

Privacy policy, data request workflow, and client-data handling commitments.

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Built for boutique advisors running branded assessments, report workflows, and remediation planning for sell-side readiness.

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