Built by M&A veterans,
for modern advisors.
AIVI was founded by former transaction professionals who were tired of spending hundreds of hours on manual client onboarding, repetitive reporting work, and scattered pre-sale due diligence. We engineered the workflow we wished we had.
AIVI Platform Architecture
Streamlining pre-exit diligence across 4 pillars.
Branded Diagnostics
Deploy white-labeled 40-point diagnostics to gather target company information with advisor branding.
CIM Drafting
Generate first-draft Confidential Information Memorandums based directly on client Strategic Responses.
VDR Kanban
Structure pre-sale remediations into an advisor-monitored task board prior to formal due diligence.
Persona Tuning
Configure LLM vocabulary filters and brand tone preferences to match your boutique firm's standards.
Factual Security & Isolation
We focus on absolute database isolation and secure routing protocols to protect pre-exit corporate data.
Encrypted Transmission
All client assessment forms and advisor workspace traffic is served exclusively via SSL/TLS secure HTTPS connections managed by Vercel's global CDN.
Database Isolation
All deal profiles and strategic answers are stored in isolated, Drizzle ORM-managed schemas on Neon serverless PostgreSQL, protected by credentials.
Confidential Review Loop
Diagnostic reports are only generated inside authenticated advisor tenants. Data is never shared publicly, nor is it sent to public LLMs for training.
Core Advisory Operations
Our Core Operating Beliefs
Consistency First
We use structured prompts and system controls to improve consistency, while keeping advisor review central before anything is shared externally.
Advisor-Led Delivery
Your firm leads the client relationship. We support branded assessments and advisor workflows so the experience can reflect your own delivery process.
Sensitive Workflow Design
We design around authenticated access, tenant-aware workflows, and clearer review boundaries for sensitive client materials.