M&A Advisory Software -
Transparent Pricing.
Get started with our 14-day free trial on the Starter plan — no credit card required. Upgrade any time for higher report capacity and elite advisory workflows.
Starter
Perfect for solo advisors running structured client assessments.
Professional
For active M&A firms managing ongoing exit readiness projects.
Agency
For boutique M&A advisory teams managing multiple advisors.
Compare Plan Features
| Feature Overview | Starter | Professional | Agency |
|---|---|---|---|
| Core Assessment | |||
| Link Generations (Send to clients) | Unlimited | Unlimited | Unlimited |
| AI Premium Diagnostic Reports | 3 / month | 15 / month | 50 / month |
| Elite Deal-Closing Tools | |||
| Synergy Radar (Strategic Mapping) | - | ||
| Auto-CIM Generator (Draft CIM) | - | ||
| VDR Remediation Kanban (Client Portal) | - | ||
| VDR File Direct Uploads (R2) | - | ||
| AI File Auto-Rename & Classify | - | ||
| One-Click VDR Zip Export | - | - | |
| Brand & Logic White-labeling | |||
| Logo & Brand Color Override | |||
| Custom Domain Routing | - | ||
| Custom LLM Persona InjectionTrain the AI precisely to your firm's standards | Not Available | $1,999 Add-on | Free Included |
How AIVI Compares to Legacy Platforms
Boutique advisors have been paying enterprise prices for 2010-era tools. AIVI is built differently.
| Capability | Our PlatformAIVI | Ansarada | DealRoom | Datasite |
|---|---|---|---|---|
Real AI Features Genuine AI insights, not just chatbots | ✅ CIM, VDR risk score, synergy AI | ⚠️ Limited / unreliable | ❌ Minimal | ⚠️ Basic AI assist only |
Modern UI / UX Designed post-2023, not retrofitted | ✅ Next.js 15, mobile-first | ❌ "Feels like early 2000s" — G2 | ⚠️ Functional but dated | ❌ Complex, enterprise-heavy |
Transparent Pricing No hidden storage penalties | ✅ Flat monthly, no overages | ❌ Storage limits + penalty fees | ⚠️ Cheaper but opaque | ❌ Enterprise quotes only |
Built for Boutique Advisors Not repurposed enterprise software | ✅ Purpose-built | ❌ Built for large-cap transactions | ⚠️ Partial fit | ❌ Primarily bulge-bracket banks |
Setup Time Time to first client workflow | ✅ Under 10 minutes | ❌ "Complex onboarding" — G2 | ⚠️ ~1–2 hours | ❌ Requires dedicated CSM |
Free Tools Included WACC, LBO, Exit Scorecard, etc. | ✅ 8+ tools, no paywall | ❌ None | ❌ None | ❌ None |
Competitor information based on publicly available G2 reviews and product documentation (2025–2026).
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.